401(k) Plans

19,275 topics in this forum

1. match on after-tax

   By alexa, December 12, 2008
   • 1 reply
   • 986 views
   • 
   • J Simmons
   • December 13, 2008

2. Match on Catch-Up Contributions

   By Guest Factor, January 10, 2006
   • 1 reply
   • 1.3k views
   • 
   • QDROphile
   • January 11, 2006

3. Match on Excess Contribs that are Recharacterized as Catch-up

   By Guest Giovanni, September 29, 2004
   • 4 replies
   • 2k views
   • 
   • david rigby
   • September 29, 2004

4. Match on Excess Contribution Recharacterized as Catch-up

   By Guest Giovanni, March 31, 2005
   • 7 replies
   • 1.9k views
   • 
   • Blinky the 3-eyed Fish
   • April 1, 2005

5. Match on Separate Bonus Deferral Election

   By J. Bringhurst, August 16, 2018
   • 5 replies
   • 1.6k views
   • 
   • Luke Bailey
   • August 16, 2018

6. Match On Total before or after flex deductions

   By Guest veditasse, April 7, 2008
   • 7 replies
   • 1.3k views
   • 
   • GMK
   • April 11, 2008

7. Match Percentage Based on Length of Service

   By Guest lforesz, February 13, 2002
   • 1 reply
   • 1.7k views
   • 
   • MWeddell
   • February 14, 2002

8. Match Question

   By wsp, July 6, 2006
   • 2 replies
   • 1.6k views
   • 
   • BG5150
   • July 11, 2006

9. Match Question - LLC Taxed as Partnership Owned by 3 S-Corps.

   By Malcolm, December 28, 2020   

   • matching contributions
   • match
   • (and 8 more)

     Tagged with:

     • matching contributions
     • match
     • funding & deductibility
     • funding
     • llc
     • partnership
     • s-corp
     • s-corporation
     • s-corp retirement plan
     • 401k
   • 3 replies
   • 1.4k views
   • 
   • FORMER ESQ.
   • December 29, 2020

10. Match Question 1 - Tiered Formula

    By Gilmore, February 25, 2020
    • 4 replies
    • 1.1k views
    • 
    • MWeddell
    • February 28, 2020

11. Match Question 2 - Allocation Compensation

    By Gilmore, February 25, 2020
    • 4 replies
    • 990 views
    • 
    • Gilmore
    • February 27, 2020

12. Match rate differs for 2 divisions

    By Guest vqualplan, October 19, 2005
    • 4 replies
    • 1.6k views
    • 
    • Tom Poje
    • October 21, 2005

13. Match Reduces Flex Dollars

    By Guest mrjones, June 14, 2006
    • 2 replies
    • 1.3k views
    • 
    • QDROphile
    • June 14, 2006

14. Match refunded or forfeited in this case

    By BG5150, March 16, 2017
    • 4 replies
    • 514 views
    • 
    • Tom Poje
    • March 16, 2017

15. Match Reinstated in middle of the plan year????

    By heygents, November 1, 2013
    • 2 replies
    • 851 views
    • 
    • Lou S.
    • November 1, 2013

16. Match Reinstatement - What to do with ACP Testing???

    By heygents, June 26, 2013
    • 3 replies
    • 1.4k views
    • 
    • Kevin C
    • June 27, 2013

17. Match Requirements

    By Guest JBarn, August 31, 1999
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • September 13, 1999

18. Match Reverse Deferals

    By Guest James Osterhaus, September 10, 2001
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • September 12, 2001

19. match safe harbor after 12/1?

    By Santo Gold, December 10, 2021
    • 3 replies
    • 939 views
    • 
    • Bri
    • December 13, 2021

20. Match that increases as participant gets older?

    By jkharvey, October 5, 2006
    • 1 reply
    • 1.1k views
    • 
    • Dan
    • October 5, 2006

21. Match to HCE

    By Guest bernie lomax, February 26, 2010
    • 6 replies
    • 1.2k views
    • 
    • austin3515
    • March 1, 2010

22. Match True up

    By Guest susanward, October 9, 2002
    • 1 reply
    • 2.2k views
    • 
    • austin3515
    • October 15, 2002

23. Match True Up

    By Guest Mikk, February 13, 2009
    • 4 replies
    • 2k views
    • 
    • K2retire
    • February 17, 2009

24. Match True Up

    By LMOC, December 22, 2014
    • 5 replies
    • 1.6k views
    • 
    • QDROphile
    • December 23, 2014

25. Match True UP

    By 52626, May 9, 2019
    • 3 replies
    • 516 views
    • 
    • Luke Bailey
    • May 10, 2019

26. Match True Up and the affect of Payroll Adjustments

    By Guest susanward, October 14, 2002
    • 2 replies
    • 3.9k views
    • 
    • Tom Poje
    • October 16, 2002

27. Match True up template in excel

    By Jack Cosgrove, October 19, 2018   

    • match
    • true up
    • 1 reply
    • 1.3k views
    • 
    • Doghouse
    • October 19, 2018

28. Match True up when doc says per payroll?

    By Jim Chad, October 4, 2018
    • 13 replies
    • 3.8k views
    • 
    • RatherBeGolfing
    • October 8, 2018

29. match true-up

    By cpc0506, June 14, 2013
    • 3 replies
    • 1.3k views
    • 
    • ETA Consulting LLC
    • June 14, 2013

30. match true-up question

    By laineb, July 21, 2017
    • 1 reply
    • 472 views
    • 
    • Lou S.
    • July 21, 2017

31. Match used to cover top heavy minimum

    By blue, October 20, 2005
    • 0 replies
    • 1.1k views
    • 
    • blue
    • October 20, 2005

32. Match Vesting Schedule

    By Guest jim williams, February 25, 2004
    • 2 replies
    • 1.3k views
    • 
    • MWeddell
    • February 27, 2004

33. Matches

    By coleboy, May 31, 2018
    • 5 replies
    • 749 views
    • 
    • MWeddell
    • June 1, 2018

34. Matching 0% of first 5, then dollar for dollar

    By austin3515, March 27, 2015
    • 6 replies
    • 1.3k views
    • 
    • Kevin C
    • March 27, 2015

35. Matching age 50 catch-up contributions - questions

    By John A, January 29, 2002
    • 5 replies
    • 2.2k views
    • 
    • R. Butler
    • July 19, 2002

36. Matching By Payroll Period - No True Ups

    By Dennis Povloski, May 17, 2010
    • 8 replies
    • 2.2k views
    • 
    • Dennis Povloski
    • May 18, 2010

37. Matching Catch-up Contributions

    By Guest t936, December 3, 2001
    • 1 reply
    • 1.4k views
    • 
    • MWeddell
    • December 4, 2001

38. Matching Catch-Up Contributions in a Safe Harbor Plan

    By JDuns, August 17, 2004
    • 10 replies
    • 10.1k views
    • 
    • rcline46
    • August 18, 2004

39. Matching Catchup Contributions

    By Guest jae3207, February 23, 2006
    • 10 replies
    • 3.4k views
    • 
    • Guest
    • March 8, 2006

40. matching contribution

    By Scuba 401, September 14, 2011
    • 6 replies
    • 1.5k views
    • 
    • Tom Poje
    • September 19, 2011

41. Matching Contribution

    By Stash026, January 11, 2018
    • 7 replies
    • 1.6k views
    • 
    • Luke Bailey
    • January 11, 2018

42. Matching Contribution

    By Guest TPA Guy, February 3, 2012
    • 0 replies
    • 740 views
    • 
    • Guest
    • February 3, 2012

43. Matching Contribution - 3/31 plan year end

    By Guest jetfaninmn, October 31, 2005
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • October 31, 2005

44. Matching Contribution -True up

    By Nassau, July 8, 2013
    • 7 replies
    • 7.1k views
    • 
    • 401king
    • December 22, 2014

45. Matching Contribution Allocation Rules

    By Guest jvanheyde, October 11, 2007
    • 8 replies
    • 1.9k views
    • 
    • Mike Preston
    • October 13, 2007

46. Matching Contribution Calculation when plan failed ADP Test

    By Dan, March 4, 1999
    • 2 replies
    • 1.6k views
    • 
    • Dan
    • March 5, 1999

47. Matching Contribution Controversy

    By No Name, January 7, 2005
    • 4 replies
    • 1.3k views
    • 
    • No Name
    • January 10, 2005

48. Matching Contribution Deposit Deadline

    By Guest dll, July 15, 2002
    • 1 reply
    • 2.1k views
    • 
    • jpod
    • July 15, 2002

49. Matching Contribution Due Date

    By Guest dyoder, January 10, 2006
    • 3 replies
    • 3.3k views
    • 
    • Bob R
    • January 12, 2006

50. Matching Contribution for 6/30 PYE not yet made. We know ACP test will fail. Match will be paid after September 15, 2005. Suggestions welcome on how to treat?

    By Guest ChopperPilot, August 29, 2005
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • August 30, 2005