401(k) Plans

19,275 topics in this forum

1. Mid Year Addition of Yr of Service for SH Match

   By kshawbenefits, July 17, 2018   

   • safe harbor
   • mid year amendment
   • 13 replies
   • 2k views
   • 
   • Tom Poje
   • August 16, 2018

2. Mid Year Amendment for Safe Harbor Plan

   By 52626, April 15, 2014
   • 5 replies
   • 1.3k views
   • 
   • Kevin C
   • April 18, 2014

3. Mid year amendment to safe harbor

   By Bird, May 24, 2016
   • 4 replies
   • 1.4k views
   • 
   • Mike Preston
   • May 25, 2016

4. Mid Year Amendment to Safe Harbor Plan

   By 401(k)athryn, April 22, 2019
   • 2 replies
   • 1.4k views
   • 
   • 401(k)athryn
   • April 25, 2019

5. Mid Year Amendments to Non Safe Harbor Plan

   By Susan S., April 25, 2023
   • 1 reply
   • 844 views
   • 
   • C. B. Zeller
   • April 25, 2023

6. Mid year auto enroll change

   By 401KsRme, February 11
   • 0 replies
   • 445 views
   • 
   • 401KsRme
   • February 11

7. Mid year change from a safe harbor QNEC to a safe harbor match

   By AJ North, September 18, 2017
   • 1 reply
   • 828 views
   • 
   • Lou S.
   • September 18, 2017

8. mid year change to safe harbor matc

   By 52626, May 31, 2016
   • 2 replies
   • 638 views
   • 
   • BG5150
   • May 31, 2016

9. Mid year change to Safe Harbor matching plan - with a twist

   By Belgarath, August 27, 2020
   • 1 reply
   • 1.3k views
   • 
   • Luke Bailey
   • August 27, 2020

10. Mid Year Changes

    By 401kyeah, May 29, 2016
    • 1 reply
    • 603 views
    • 
    • Tom Poje
    • May 31, 2016

11. Mid year conversion of SIMPLE to 401(k) Safe Harbor

    By Keith Lowery, October 7, 2024
    • 2 replies
    • 402 views
    • 
    • Henry clay
    • October 8, 2024

12. Mid year EACA

    By PMC, May 26, 2011
    • 1 reply
    • 1.5k views
    • 
    • QNPG
    • May 26, 2011

13. Mid Year HCE Safe Harbor Inclusion?

    By Gilmore, February 25, 2021
    • 1 reply
    • 651 views
    • 
    • MWeddell
    • March 1, 2021

14. Mid Year Increase to SH Match Formula

    By AJ North, November 15, 2019
    • 1 reply
    • 510 views
    • 
    • Luke Bailey
    • November 18, 2019

15. Mid year merger of non safe harbor and safe harbor plans

    By 30Rock, March 5, 2024
    • 0 replies
    • 525 views
    • 
    • 30Rock
    • March 5, 2024

16. Mid Year Non-discrimination Testing

    By Guest JBDixon, June 29, 1999
    • 2 replies
    • 2.4k views
    • 
    • Fredman
    • June 30, 1999

17. Mid Year Owner exclusion from Safe Harbor Match

    By Gilmore, March 28, 2019
    • 4 replies
    • 1.6k views
    • 
    • Lou S.
    • April 3, 2019

18. mid year safe harbor k plan?

    By AndyH, December 20, 2005
    • 2 replies
    • 1.4k views
    • 
    • AndyH
    • December 20, 2005

19. Mid year SH amendment changing from plan year to per payroll

    By Belgarath, June 23, 2020
    • 7 replies
    • 2k views
    • 
    • Belgarath
    • June 25, 2020

20. Mid Year SH QNEC

    By AJ North, June 1, 2011
    • 3 replies
    • 1.2k views
    • 
    • AJ North
    • June 3, 2011

21. Mid Year Suspension of Non-elective Contributions

    By J. Bringhurst, December 19, 2008
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • December 21, 2008

22. Mid year term - still safe harbor?

    By Lou S., November 1, 2011
    • 2 replies
    • 847 views
    • 
    • Lou S.
    • November 1, 2011

23. Mid-Plan Year Termination and Failed ADP Test

    By msmith, July 10, 2018
    • 7 replies
    • 2.3k views
    • 
    • msmith
    • July 14, 2018

24. Mid-year 401(k)-Proration of Testing Compensation?

    By BTH, June 22, 2010
    • 1 reply
    • 2k views
    • 
    • Tom Poje
    • June 23, 2010

25. Mid-Year Acquisition - Comp for Testing, Top Heavy, & SH Allocation Calculations

    By OrderOfOps, August 19
    • 4 replies
    • 1.3k views
    • 
    • OrderOfOps
    • August 21

26. Mid-year Amendment to a Safe Harbor Plan

    By austin3515, March 28, 2018
    • 21 replies
    • 4.1k views
    • 
    • austin3515
    • March 29, 2018

27. Mid-year amendment to SH 401k

    By dmb, March 22, 2010
    • 0 replies
    • 924 views
    • 
    • dmb
    • March 22, 2010

28. Mid-year amendment to vesting provisions in QACA

    By Belgarath, March 28, 2022
    • 0 replies
    • 278 views
    • 
    • Belgarath
    • March 28, 2022

29. Mid-year change creates multiple employer plan

    By Guest Pennysaver, July 28, 2012
    • 24 replies
    • 11.1k views
    • 
    • EBECatty
    • March 10, 2016

30. Mid-year change from SH Match to 3% NE?

    By Sue B, April 4, 2022
    • 1 reply
    • 459 views
    • 
    • C. B. Zeller
    • April 4, 2022

31. Mid-year change in automatic enrollment percentage

    By britoski, October 15, 2014
    • 0 replies
    • 1.9k views
    • 
    • britoski
    • October 15, 2014

32. Mid-Year Change in Eligibility

    By Guest KMP, March 12, 2007
    • 1 reply
    • 1.3k views
    • 
    • Mike Preston
    • March 12, 2007

33. Mid-year change to safe harbor plan

    By Sully, March 7, 2010
    • 1 reply
    • 1k views
    • 
    • austin3515
    • March 7, 2010

34. Mid-Year Change to Safe Harbor Plan

    By PMC, January 22, 2010
    • 3 replies
    • 3.9k views
    • 
    • Kevin C
    • February 4, 2010

35. Mid-year change to SH Plans

    By austin3515, September 2, 2017
    • 1 reply
    • 608 views
    • 
    • ETA Consulting LLC
    • September 2, 2017

36. Mid-year changes to safe-harbor plans

    By Peter Gulia, January 29, 2016   

    • 1.401(k)-3; 1.401(m)-3
    • 12 replies
    • 3.5k views
    • 
    • ERISA newbie
    • February 4, 2016

37. Mid-year conversion SH Match to SH Non-elective

    By Dalai Pookah, October 10, 2022
    • 5 replies
    • 2k views
    • 
    • Nate S
    • October 12, 2022

38. Mid-Year Corporate ADP testing

    By PMC, December 14, 2012
    • 0 replies
    • 1.3k views
    • 
    • PMC
    • December 14, 2012

39. Mid-Year Deferral Change By Employees

    By Guest ralar, December 8, 1999
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • December 10, 1999

40. Mid-year Discretionary Contribution to 401(k) Plan

    By KimberlyC, August 18, 2015
    • 4 replies
    • 1.9k views
    • 
    • KimberlyC
    • August 19, 2015

41. Mid-Year EACA

    By DTH, October 21, 2008
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • October 21, 2008

42. Mid-Year Match Reduction

    By Guest gpr, April 23, 1999
    • 1 reply
    • 1.9k views
    • 
    • MWeddell
    • April 28, 1999

43. Mid-Year Open MEP Conversion - 5500 Filings

    By The 402"(G)", March 10, 2017   

    • 5500
    • mep
    • (and 4 more)

      Tagged with:

      • 5500
      • mep
      • multiple
      • employer
      • plan
      • multiple employer plan
    • 2 replies
    • 896 views
    • 
    • The 402"(G)"
    • March 14, 2017

44. Mid-year Plan termination & non matching Payroll periods

    By TPApril, December 8, 2015
    • 1 reply
    • 1.1k views
    • 
    • Bill Presson
    • December 8, 2015

45. Mid-year plan termination; pro rata adjustment to compensation limit n

    By Guest JasonElliott, January 9, 2002
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • January 9, 2002

46. Mid-year safe harbor 401(k) change

    By Guest Rae, May 2, 2006
    • 1 reply
    • 1.4k views
    • 
    • Bird
    • May 2, 2006

47. Mid-year Safe Harbor Amendment - Compensation

    By WesleyT, March 11, 2020
    • 0 replies
    • 414 views
    • 
    • WesleyT
    • March 11, 2020

48. Mid-Year Safe Harbor Change to Eligibility

    By AmyETPA, August 10, 2022
    • 2 replies
    • 743 views
    • 
    • AmyETPA
    • August 10, 2022

49. Mid-Year Safe Harbor Changes

    By austin3515, January 7, 2021
    • 9 replies
    • 2.6k views
    • 
    • Kevin C
    • February 22, 2021

50. Mid-Year Safe Harbor Match under PPP

    By glhotdog, May 29, 2020   

    • ppp 401k safe harbor match
    • 1 reply
    • 520 views
    • 
    • Bird
    • June 1, 2020