401(k) Plans

19,321 topics in this forum

1. 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

2. Match True up template in excel

   By Jack Cosgrove, October 19, 2018   

   • match
   • true up
   • 1 reply
   • 1.4k views
   • 
   • Doghouse
   • October 19, 2018

3. Match True up when doc says per payroll?

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

4. match true-up

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

5. match true-up question

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

6. Match used to cover top heavy minimum

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

7. Match Vesting Schedule

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

8. Matches

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

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

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

10. Matching age 50 catch-up contributions - questions

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

11. Matching By Payroll Period - No True Ups

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

12. Matching Catch-up Contributions

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

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

    By JDuns, August 17, 2004
    • 10 replies
    • 10.2k views
    • 
    • rcline46
    • August 18, 2004

14. Matching Catchup Contributions

    By Guest jae3207, February 23, 2006
    • 10 replies
    • 3.5k views
    • 
    • Guest
    • March 8, 2006

15. matching contribution

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

16. Matching Contribution

    By Stash026, January 11, 2018
    • 7 replies
    • 1.7k views
    • 
    • Luke Bailey
    • January 11, 2018

17. Matching Contribution

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

18. Matching Contribution - 3/31 plan year end

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

19. Matching Contribution -True up

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

20. Matching Contribution Allocation Rules

    By Guest jvanheyde, October 11, 2007
    • 8 replies
    • 2k views
    • 
    • Mike Preston
    • October 13, 2007

21. Matching Contribution Calculation when plan failed ADP Test

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

22. Matching Contribution Controversy

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

23. Matching Contribution Deposit Deadline

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

24. Matching Contribution Due Date

    By Guest dyoder, January 10, 2006
    • 3 replies
    • 3.4k views
    • 
    • Bob R
    • January 12, 2006

25. 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

26. matching contribution for controlled group

    By Pixie, January 5, 2015   

    • match
    • controlled group
    • 1 reply
    • 1.2k views
    • 
    • Lou S.
    • January 5, 2015

27. Matching Contribution for New Acquisition (Can It Be Different Than Entire Company?)

    By metsfan026, July 2, 2025
    • 1 reply
    • 682 views
    • 
    • CuseFan
    • July 2, 2025

28. Matching contribution formula

    By k man, February 5, 2009
    • 5 replies
    • 1.4k views
    • 
    • Lou S.
    • February 5, 2009

29. Matching Contribution Formulae

    By imchipbrown, January 23, 2002
    • 2 replies
    • 1.5k views
    • 
    • jaemmons
    • January 25, 2002

30. Matching Contribution From Employee Compensation

    By Randy Watson, April 13, 2004
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • April 14, 2004

31. Matching Contribution in a solo(k)

    By erisa parrot, July 14, 2014
    • 3 replies
    • 1.5k views
    • 
    • masteff
    • July 16, 2014

32. Matching Contribution Inequity - Change to straight match not defined as a % of salary?

    By MD-Benefits Guy, December 6, 2012
    • 6 replies
    • 1.4k views
    • 
    • Mike Preston
    • December 7, 2012

33. matching contribution last day of plan year retroactive decision

    By Guest sheTexasHammer, February 27, 2009
    • 3 replies
    • 1.1k views
    • 
    • Below Ground
    • February 28, 2009

34. Matching contribution options

    By Dan, January 23, 2020
    • 4 replies
    • 925 views
    • 
    • Dan
    • January 29, 2020

35. Matching contribution question

    By Guest gsbanks, February 10, 2005
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • February 10, 2005

36. Matching contribution rate disclosure

    By Guest Steve C., October 19, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 19, 2001

37. Matching Contribution True Up By Mistake

    By TPA Bob, January 26, 2019   

    • safe harbor match
    • true up
    • 1 reply
    • 680 views
    • 
    • Luke Bailey
    • January 28, 2019

38. Matching contribution with employer stock

    By Guest Jay Walters, October 8, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 8, 1999

39. Matching Contributions

    By Guest Curious, November 22, 1998
    • 3 replies
    • 1.8k views
    • 
    • MWeddell
    • November 23, 1998

40. Matching Contributions

    By Madison71, January 15, 2010
    • 3 replies
    • 1.3k views
    • 
    • Madison71
    • January 19, 2010

41. Matching Contributions

    By ratherbereading, January 8, 2015   

    • 401k
    • match
    • 9 replies
    • 1.7k views
    • 
    • Belgarath
    • January 8, 2015

42. matching contributions

    By k man, November 8, 2001
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • November 11, 2001

43. matching contributions

    By Guest Salvador A Mander, February 21, 2010
    • 1 reply
    • 833 views
    • 
    • Tom Poje
    • February 22, 2010

44. Matching contributions

    By Guest jim williams, April 17, 2003
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • April 18, 2003

45. Matching Contributions

    By mlp0816, October 25, 2005
    • 3 replies
    • 1.3k views
    • 
    • rcline46
    • October 25, 2005

46. Matching contributions after comp limit

    By Guest Phineas, December 5, 2009
    • 9 replies
    • 3.2k views
    • 
    • masteff
    • December 28, 2009

47. Matching Contributions and 410(b).

    By Guest Thornton, September 4, 2001
    • 9 replies
    • 2.2k views
    • 
    • Guest
    • September 6, 2001

48. Matching contributions and Integrated PS

    By Guest carsonv, February 11, 2005
    • 1 reply
    • 1.1k views
    • 
    • austin3515
    • February 11, 2005

49. Matching Contributions Based on Partial Deferral?

    By Leopurrd, December 3, 2004
    • 4 replies
    • 1.2k views
    • 
    • austin3515
    • December 6, 2004

50. Matching contributions by a Partnership

    By preErisa, October 4, 2000
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • October 4, 2000