401(k) Plans

19,321 topics in this forum

1. Match forfeiture different than nonelective forfeiture

   By Jim Chad, June 26, 2008
   • 2 replies
   • 1.7k views
   • 
   • J Simmons
   • June 26, 2008

2. Match Forfeiture reinstate

   By alexa, April 21, 2008
   • 7 replies
   • 3.4k views
   • 
   • BG5150
   • April 22, 2008

3. Match forfeitures

   By pbarrett, May 28, 1999
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • June 1, 1999

4. Match Forfeitures

   By Guest ELS, July 9, 2001
   • 1 reply
   • 1.8k views
   • 
   • actuarysmith
   • July 9, 2001

5. match forfeitures

   By Guest mk2308, March 9, 2005
   • 4 replies
   • 1.5k views
   • 
   • MWeddell
   • June 20, 2005

6. Match forfeitures

   By Guest lindamichals, February 3, 2004
   • 4 replies
   • 1.2k views
   • 
   • Brian Gallagher
   • February 4, 2004

7. Match Formula

   By Logan401, May 4, 2012
   • 1 reply
   • 883 views
   • 
   • ETA Consulting LLC
   • May 4, 2012

8. Match Formula

   By Guest DTromb, October 27, 2006
   • 4 replies
   • 1.4k views
   • 
   • Guest
   • October 28, 2006

9. match formula based on compensation bandwidths

   By WCC, November 7, 2019
   • 5 replies
   • 1.4k views
   • 
   • BG5150
   • November 17, 2019

10. Match formula changed mid-year/plan has SEI

    By Laura Harrington, July 21, 2009
    • 2 replies
    • 1.2k views
    • 
    • Bill Presson
    • July 21, 2009

11. Match formula limit change mid year

    By legort69, July 29, 2020
    • 1 reply
    • 489 views
    • 
    • Bird
    • July 30, 2020

12. Match formula that wants to be SH

    By AlbanyConsultant, March 23, 2011
    • 12 replies
    • 1.7k views
    • 
    • Guest
    • March 23, 2011

13. Match formulas

    By Guest Peggy806, February 27, 2009
    • 22 replies
    • 4.9k views
    • 
    • Tom Poje
    • May 6, 2009

14. Match in Excess of Cap

    By bzorc, January 11, 2017
    • 4 replies
    • 513 views
    • 
    • BG5150
    • January 11, 2017

15. Match in excess of formula and ACP Test

    By commishvp, March 1, 2007
    • 6 replies
    • 2.8k views
    • 
    • fiona1
    • March 1, 2007

16. Match in Money Purchase Pension Plan

    By Guest Luci, June 8, 1999
    • 1 reply
    • 1.9k views
    • 
    • Dowist
    • June 9, 1999

17. match in the year of hardship

    By Guest MPITTS, February 20, 2001
    • 3 replies
    • 1.5k views
    • 
    • RCK
    • February 23, 2001

18. match increase amendment (non s/h plan)

    By TPApril, February 3, 2025
    • 0 replies
    • 414 views
    • 
    • TPApril
    • February 3, 2025

19. Match is offset by Prevailing wage

    By pensiongeek, January 17, 2020
    • 4 replies
    • 878 views
    • 
    • Below Ground
    • January 20, 2020

20. Match limits

    By Guest MParks, August 28, 1998
    • 3 replies
    • 5.9k views
    • 
    • LCARUSI
    • August 29, 1998

21. Match made in Employer Securities

    By M R Bernardin, February 18, 1999
    • 0 replies
    • 1.4k views
    • 
    • M R Bernardin
    • February 18, 1999

22. match made on payroll basis

    By Guest LoloV, March 4, 2005
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • March 5, 2005

23. Match not funded on Pay-period basis

    By Vlad401k, January 31, 2017
    • 4 replies
    • 1.1k views
    • 
    • Kevin C
    • February 1, 2017

24. Match of more than 100%

    By CJS07, June 18, 2009
    • 7 replies
    • 4.5k views
    • 
    • Kevin C
    • March 5, 2010

25. Match on "Catch-up" and ACP

    By Guest Andy Mayo, June 25, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • June 25, 2001

26. match on after-tax

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

27. Match on Catch-Up Contributions

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

28. 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

29. 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

30. Match on Separate Bonus Deferral Election

    By J. Bringhurst, August 16, 2018
    • 5 replies
    • 1.7k views
    • 
    • Luke Bailey
    • August 16, 2018

31. Match On Total before or after flex deductions

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

32. Match Percentage Based on Length of Service

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

33. Match Question

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

34. 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
    • 1.5k views
    • 
    • FORMER ESQ.
    • December 29, 2020

35. Match Question 1 - Tiered Formula

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

36. Match Question 2 - Allocation Compensation

    By Gilmore, February 25, 2020
    • 4 replies
    • 1k views
    • 
    • Gilmore
    • February 27, 2020

37. Match rate differs for 2 divisions

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

38. Match Reduces Flex Dollars

    By Guest mrjones, June 14, 2006
    • 2 replies
    • 1.4k views
    • 
    • QDROphile
    • June 14, 2006

39. Match refunded or forfeited in this case

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

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

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

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

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

42. Match Requirements

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

43. Match Reverse Deferals

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

44. match safe harbor after 12/1?

    By Santo Gold, December 10, 2021
    • 3 replies
    • 1k views
    • 
    • Bri
    • December 13, 2021

45. Match that increases as participant gets older?

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

46. Match to HCE

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

47. Match True up

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

48. Match True Up

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

49. Match True Up

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

50. Match True UP

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