401(k) Plans

19,321 topics in this forum

1. Merging 401(k) Plans

   By Guest JPIngold, November 2, 2012
   • 2 replies
   • 1.3k views
   • 
   • QDROphile
   • November 2, 2012

2. Merging a 401k plan into a 403b plan

   By cpc0506, September 25, 2014
   • 7 replies
   • 6.7k views
   • 
   • Ben Jensen
   • July 31, 2024

3. Merging a Money Purchase

   By FJR, January 16, 2002
   • 1 reply
   • 1.4k views
   • 
   • Archimage
   • January 16, 2002

4. Merging a safe harbor 401(k) plan with non-safe harbor 401(k) plan

   By Guest PenGuy, December 8, 2003
   • 1 reply
   • 1.7k views
   • 
   • Guest
   • December 18, 2003

5. Merging a SH Plan with a Non-SH Plan (What to look out for?)

   By Chris123, March 9, 2021
   • 0 replies
   • 361 views
   • 
   • Chris123
   • March 9, 2021

6. Merging money purchase plan into 401k mid year

   By 30Rock, June 23, 2015
   • 2 replies
   • 1.9k views
   • 
   • ESOP Guy
   • June 23, 2015

7. Merging MP and PS Plans

   By MBCarey, July 30, 2003
   • 8 replies
   • 1.4k views
   • 
   • E as in ERISA
   • July 30, 2003

8. Merging MP Plan into PS Plan - full vesting required?

   By Guest Richard Scheer, October 16, 2001
   • 3 replies
   • 1.7k views
   • 
   • Dave Baker
   • October 18, 2001

9. Merging of 401k Plans...

   By Guest GrndLkNatv, August 7, 2008
   • 6 replies
   • 2.1k views
   • 
   • david rigby
   • August 8, 2008

10. Merging plans

    By Guest KRS401k, February 17, 2011
    • 1 reply
    • 1k views
    • 
    • rcline46
    • February 17, 2011

11. Merging Plans

    By Logan401, April 16, 2013
    • 9 replies
    • 1.7k views
    • 
    • rcline46
    • April 18, 2013

12. Merging Plans of Parent/Subsidiary

    By Guest jefe96, August 18, 2005
    • 4 replies
    • 2.3k views
    • 
    • E as in ERISA
    • August 22, 2005

13. merging safe harbor 401k with non-safe harbor 401k

    By Santo Gold, May 15, 2007
    • 4 replies
    • 3k views
    • 
    • Guest
    • May 30, 2007

14. Merging Safe Harbor Plan Mid Year

    By 52626, July 24, 2019
    • 1 reply
    • 1.3k views
    • 
    • Luke Bailey
    • July 25, 2019

15. Merging Safe Harbor Plans

    By Gilmore, September 23, 2021
    • 2 replies
    • 773 views
    • 
    • Gilmore
    • September 24, 2021

16. Merging SH 401(k) and non-SH 401(k) mid year

    By lexi, March 9, 2007
    • 4 replies
    • 2k views
    • 
    • PMC
    • March 13, 2007

17. Merging SH and Non-SH Plans as of 1/1/2015

    By austin3515, October 24, 2014
    • 6 replies
    • 1.5k views
    • 
    • austin3515
    • November 2, 2014

18. Merging SH Plan into Non-SH Plan

    By austin3515, August 29, 2014
    • 6 replies
    • 1.4k views
    • 
    • Kevin C
    • September 2, 2014

19. Merging two plan, one ends 5/31, other ends 12/31

    By Guest lindamichals, June 29, 2004
    • 0 replies
    • 835 views
    • 
    • Guest
    • June 29, 2004

20. Merging two plans

    By Guest cconnell, December 16, 2005
    • 3 replies
    • 1.6k views
    • 
    • david rigby
    • December 17, 2005

21. Messy situation

    By Belgarath, February 15, 2023
    • 2 replies
    • 348 views
    • 
    • Belgarath
    • February 16, 2023

22. Met eligibility, terminated before entry, rehired

    By kwalified, November 28, 2012
    • 3 replies
    • 2k views
    • 
    • kwalified
    • November 29, 2012

23. Mewa

    By Guest hturneri, August 13, 2001
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • August 13, 2001

24. MFS & Hartford Reports

    By Guest raleightpa, November 19, 2007
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • November 19, 2007

25. MIA participants

    By Guest hyper, January 24, 2006
    • 4 replies
    • 1.7k views
    • 
    • rcline46
    • April 23, 2009

26. Michigan 401k plan for small employers

    By Guest nherkowitz, February 14, 2006
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • February 14, 2006

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

    By kshawbenefits, July 17, 2018   

    • safe harbor
    • mid year amendment
    • 13 replies
    • 2.1k views
    • 
    • Tom Poje
    • August 16, 2018

28. Mid Year Amendment for Safe Harbor Plan

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

29. Mid year amendment to safe harbor

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

30. 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

31. Mid Year Amendments to Non Safe Harbor Plan

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

32. Mid year auto enroll change

    By 401KsRme, February 11, 2025
    • 0 replies
    • 474 views
    • 
    • 401KsRme
    • February 11, 2025

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

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

34. mid year change to safe harbor matc

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

35. 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

36. Mid Year Changes

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

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

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

38. Mid year EACA

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

39. Mid Year HCE Safe Harbor Inclusion?

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

40. Mid Year Increase to SH Match Formula

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

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

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

42. Mid Year Non-discrimination Testing

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

43. Mid Year Owner exclusion from Safe Harbor Match

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

44. mid year safe harbor k plan?

    By AndyH, December 20, 2005
    • 2 replies
    • 1.5k views
    • 
    • AndyH
    • December 20, 2005

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

    By Belgarath, June 23, 2020
    • 7 replies
    • 2.2k views
    • 
    • Belgarath
    • June 25, 2020

46. Mid Year SH QNEC

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

47. Mid Year Suspension of Non-elective Contributions

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

48. Mid year term - still safe harbor?

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

49. Mid-Plan Year Termination and Failed ADP Test

    By msmith, July 10, 2018
    • 7 replies
    • 2.4k views
    • 
    • msmith
    • July 14, 2018

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

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