401(k) Plans

19,321 topics in this forum

1. Master Trust Investment Accounts

   By Guest CSTS, March 30, 2005
   • 6 replies
   • 3.2k views
   • 
   • JanetM
   • April 6, 2005

2. Master Trust or Not?

   By Guest Walter Patricio, October 1, 1999
   • 5 replies
   • 6k views
   • 
   • MoJo
   • October 5, 1999

3. Match (yet to be made) and ACP Failure

   By Gadgetfreak, February 2, 2014   

   • Match
   • ACP
   • (and 1 more)

     Tagged with:

     • Match
     • ACP
     • Fail
   • 3 replies
   • 1.6k views
   • 
   • 12AX7
   • February 3, 2014

4. match & top heavy min

   By Guest greggi39, February 27, 2003
   • 1 reply
   • 1.4k views
   • 
   • jaemmons
   • February 27, 2003

5. Match after a break-in-service

   By Guest LLandau, March 18, 2002
   • 3 replies
   • 1.8k views
   • 
   • Guest
   • March 18, 2002

6. Match Allocated on Payroll Basis - Stop When Participant Maxes Out on

   By Christine Roberts, December 7, 2000
   • 2 replies
   • 1.8k views
   • 
   • card
   • December 7, 2000

7. Match Allocation vs Formula Condition

   By justatester, February 17, 2012
   • 2 replies
   • 1k views
   • 
   • austin3515
   • February 18, 2012

8. Match Allocations and Annual Compensation Limits

   By King of Queens, June 9, 2020
   • 12 replies
   • 5.2k views
   • 
   • EagerToKnow
   • October 13, 2021

9. Match and First $205,000

   By Guest CMcCull, October 5, 2004
   • 19 replies
   • 3.2k views
   • 
   • jquazza
   • October 18, 2004

10. Match and Top Heavy Minimum

    By austin3515, September 20, 2010
    • 14 replies
    • 2.4k views
    • 
    • austin3515
    • September 21, 2010

11. Match Annual True up to what level?

    By Jim Chad, March 9, 2011
    • 5 replies
    • 1.2k views
    • 
    • QDROphile
    • March 9, 2011

12. Match as Bonus

    By austin3515, September 16, 2014
    • 7 replies
    • 1.5k views
    • 
    • austin3515
    • September 16, 2014

13. match as contribution or cash?

    By Santo Gold, November 15, 2018
    • 4 replies
    • 523 views
    • 
    • Luke Bailey
    • November 17, 2018

14. Match As-You-Go w/ Allocation Conditions

    By LANDO, February 12, 2015   

    • Match
    • allocation conditions
    • 4 replies
    • 1.7k views
    • 
    • LANDO
    • February 13, 2015

15. Match based on check date vs pay period end date

    By khr, June 21, 2018   

    • match
    • pay period end date
    • (and 1 more)

      Tagged with:

      • match
      • pay period end date
      • check date
    • 6 replies
    • 5.3k views
    • 
    • Luke Bailey
    • June 22, 2018

16. Match based on compensation?

    By Guest sueczer, April 6, 2010
    • 1 reply
    • 1.1k views
    • 
    • J Simmons
    • April 6, 2010

17. Match based on incorrect compensation

    By oldman, August 30, 2012
    • 7 replies
    • 3.5k views
    • 
    • 12AX7
    • September 6, 2012

18. Match by payroll but employee max out earlier

    By Sarah73, October 21, 2022
    • 2 replies
    • 588 views
    • 
    • CuseFan
    • October 21, 2022

19. Match Calculated Incorrectly

    By Guest Frank Jackson, September 14, 1998
    • 2 replies
    • 4.6k views
    • 
    • LCARUSI
    • September 16, 1998

20. Match Calculated Per Pay Basis - Safe Harbor

    By CLE401kGuy, January 4, 2019   

    • compensation limit
    • 6 replies
    • 1.8k views
    • 
    • Below Ground
    • January 21, 2019

21. Match Calculation

    By Rai401k, February 14, 2013
    • 7 replies
    • 1.3k views
    • 
    • BG5150
    • February 15, 2013

22. Match Calculation - Who is responsible?

    By katie58, September 6, 2018
    • 16 replies
    • 2.7k views
    • 
    • ARPC
    • September 11, 2018

23. Match Caps

    By Guest Michele @ MVP, July 15, 2002
    • 7 replies
    • 1.8k views
    • 
    • Guest
    • July 16, 2002

24. Match computation period issue

    By Zach Del, January 26, 2024
    • 3 replies
    • 962 views
    • 
    • Zach Del
    • February 19, 2024

25. Match con eligibility when 401k maxed earlier

    By TPApril, December 30, 2015
    • 4 replies
    • 1k views
    • 
    • TPApril
    • December 31, 2015

26. Match contribution

    By fiona1, May 19, 2010
    • 1 reply
    • 981 views
    • 
    • Guest
    • May 19, 2010

27. Match contribution as a mistake of fact

    By Jean, February 24, 1999
    • 2 replies
    • 2.1k views
    • 
    • Jean
    • March 1, 1999

28. Match contribution based on service

    By Santo Gold, April 12, 2018
    • 5 replies
    • 2.1k views
    • 
    • MWeddell
    • April 16, 2018

29. match contribution eligibility determined quarterly?

    By Santo Gold, December 4, 2018
    • 2 replies
    • 651 views
    • 
    • Kevin C
    • December 5, 2018

30. match contribution for auto enroll

    By Santo Gold, September 26, 2006
    • 2 replies
    • 1.1k views
    • 
    • austin3515
    • September 26, 2006

31. Match contribution not capped at Annual Contribution Limit

    By Guest Powers, October 19, 2012
    • 1 reply
    • 841 views
    • 
    • ETA Consulting LLC
    • October 19, 2012

32. Match Contribution True-Up for Active Employees Only

    By buckaroo, May 22, 2009
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • May 22, 2009

33. Match contribution with no definite formula

    By Guest At Peace, October 20, 2004
    • 8 replies
    • 2.2k views
    • 
    • WDIK
    • October 21, 2004

34. Match Contributions Allocated After Plan Year End

    By 12AX7, November 4, 2011
    • 2 replies
    • 990 views
    • 
    • 12AX7
    • November 5, 2011

35. Match contributions for half year

    By Spencer, February 21, 2006
    • 0 replies
    • 1.2k views
    • 
    • Spencer
    • February 21, 2006

36. Match Correction

    By Guest Mike Schwing, December 24, 2002
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • December 24, 2002

37. Match Correction

    By Archimage, February 24, 2003
    • 1 reply
    • 1.7k views
    • 
    • ccassetty
    • March 4, 2003

38. Match Coverage Failure and ADP/ACP Testing

    By PensionPro, April 5, 2023
    • 6 replies
    • 1.4k views
    • 
    • BG5150
    • April 10, 2023

39. Match deposited timely but not allocated timely

    By Guest notapensiongeek, June 28, 2006
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • June 29, 2006

40. Match different for 2 parts of the year

    By Jim Chad, July 31, 2015
    • 8 replies
    • 1.1k views
    • 
    • Jim Chad
    • August 5, 2015

41. match differentials with HCE's benefitting

    By Guest RS Vatalaro, August 25, 1999
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • August 26, 1999

42. Match doesn't start until 3%

    By Just Tri, June 3, 2020
    • 6 replies
    • 739 views
    • 
    • Luke Bailey
    • June 4, 2020

43. Match due to 401(k) plan

    By R. Butler, April 1, 2014
    • 2 replies
    • 861 views
    • 
    • ETA Consulting LLC
    • April 1, 2014

44. Match each pay-period w/ Las day 1,000 hour

    By austin3515, February 12, 2010
    • 10 replies
    • 3.6k views
    • 
    • QNPG
    • February 25, 2011

45. Match Eligibility

    By Lori Foresz, September 27, 2004
    • 0 replies
    • 1.2k views
    • 
    • Lori Foresz
    • September 27, 2004

46. Match For Free

    By Disco Stu, December 6, 2002
    • 20 replies
    • 4.4k views
    • 
    • MWeddell
    • December 27, 2002

47. Match for HCE's on Catch Up

    By Guest cconnell, January 10, 2007
    • 1 reply
    • 1.1k views
    • 
    • WDIK
    • January 10, 2007

48. MATCH FOR PARTNERS IN 401(K)

    By Ervin Barham, December 11, 1998
    • 2 replies
    • 1.9k views
    • 
    • Chester
    • December 11, 1998

49. Match Forf in ACP test?

    By Guest Copper, February 11, 2000
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • February 12, 2000

50. Match Forfeit

    By Guest Mike Schwing, January 28, 2003
    • 3 replies
    • 1.5k views
    • 
    • Alf
    • January 28, 2003