401(k) Plans

19,321 topics in this forum

1. New auto enroll set up

   By pmacduff, March 24, 2015
   • 3 replies
   • 1.5k views
   • 
   • K2retire
   • March 25, 2015

2. new bills introduced to congress

   By bmore1147, July 20, 2018   

   • 401k
   • compliance
   • 3 replies
   • 945 views
   • 
   • austin3515
   • July 20, 2018

3. New Blackout Notice Requirements?

   By Logan401, April 5, 2011
   • 6 replies
   • 2.8k views
   • 
   • Logan401
   • April 8, 2011

4. New calendar year safe-harbor 401(k) plan as of 4/1/02; what time period to use in calculating compensation?

   By Jilliandiz, September 17, 2003
   • 3 replies
   • 1.6k views
   • 
   • g8r
   • September 25, 2003

5. New Catch-up regs

   By JDuns, July 8, 2003
   • 1 reply
   • 1.2k views
   • 
   • MWeddell
   • July 14, 2003

6. New catch-up rules

   By Jakyasar, November 27, 2024
   • 2 replies
   • 484 views
   • 
   • Jakyasar
   • November 27, 2024

7. New Comp - Separate Alloc Groups - Coverage

   By austin3515, March 13, 2014
   • 6 replies
   • 1k views
   • 
   • Earl
   • March 14, 2014

8. NEW COMP ALLOCATION

   By Guest mcorson, July 29, 2010
   • 4 replies
   • 1k views
   • 
   • 12AX7
   • August 4, 2010

9. New Comp Basics

   By LarryPensions, March 28, 2023   

   • new comparability
   • profit sharing calculation
   • (and 1 more)

     Tagged with:

     • new comparability
     • profit sharing calculation
     • correction method
   • 6 replies
   • 1k views
   • 
   • AKowalski
   • March 30, 2023

10. New Comp Contribution red flags

    By Sammiemor, April 4, 2017
    • 7 replies
    • 843 views
    • 
    • K2
    • April 4, 2017

11. NEw Comp Deemed CODA Issue

    By austin3515, October 18, 2004
    • 3 replies
    • 1.8k views
    • 
    • WDIK
    • October 19, 2004

12. New Comp formula requirements in plan documents.

    By Purplemandinga, October 23, 2020
    • 5 replies
    • 842 views
    • 
    • CuseFan
    • October 23, 2020

13. New Comp Plans

    By Guest LBH, June 11, 1999
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • June 11, 1999

14. New Comp Plans - 5% Gateway

    By Guest AJM 34, November 28, 2007
    • 13 replies
    • 3.2k views
    • 
    • Guest
    • December 3, 2007

15. New Comp Profit Sharing As QNEC

    By Guest Lawrenceg, April 10, 2007
    • 15 replies
    • 4.7k views
    • 
    • Tom Poje
    • April 17, 2007

16. New Comp PS calculation, where K-1 in involved

    By Alex Daisy, March 1, 2011
    • 1 reply
    • 871 views
    • 
    • Jim Chad
    • March 1, 2011

17. New Comp verbage

    By wsp, October 16, 2006
    • 0 replies
    • 1.4k views
    • 
    • wsp
    • October 16, 2006

18. New Comp. Plan Diff entry for deferrals and Prof. Shar.

    By Guest dlm, June 28, 2001
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • July 6, 2001

19. New company - 410 issue

    By Guest skc, December 22, 2005
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • December 22, 2005

20. New Company - short plan year

    By Gilmore, December 28, 2018
    • 2 replies
    • 565 views
    • 
    • Gilmore
    • December 28, 2018

21. New Company Eligibility PS Grant

    By cheersmate, September 19, 2019   

    • eligibility waiver 401k eligibility,
    • eligibility service waiver
    • (and 1 more)

      Tagged with:

      • eligibility waiver 401k eligibility,
      • eligibility service waiver
      • past service grant
    • 6 replies
    • 686 views
    • 
    • Kevin C
    • September 23, 2019

22. New Company Formed - Distributional event?

    By tylerb172, November 29, 2018
    • 1 reply
    • 390 views
    • 
    • Luke Bailey
    • November 30, 2018

23. New Company formed 1/1/2004; same employees, can I use prior year's wages to determine HCEs?

    By Guest jsample, February 26, 2004
    • 1 reply
    • 964 views
    • 
    • Mike Preston
    • February 26, 2004

24. New Company, New Plan, Special Participation Date

    By Zoey, September 5, 2018
    • 14 replies
    • 1.6k views
    • 
    • Zoey
    • September 12, 2018

25. new company, old tax id#

    By MR, January 16, 2006
    • 7 replies
    • 1.7k views
    • 
    • Guest
    • January 18, 2006

26. new company, same 401k

    By tertue, February 3, 2013
    • 5 replies
    • 1.4k views
    • 
    • 12AX7
    • February 5, 2013

27. New Comparability

    By Bruce1, September 22, 2025
    • 6 replies
    • 2k views
    • 
    • Bruce1
    • September 25, 2025

28. new comparability and partners

    By Chippy, December 28, 2015
    • 10 replies
    • 1.5k views
    • 
    • QDROphile
    • December 28, 2015

29. New Comparability Plan

    By Alex Daisy, February 2, 2010
    • 9 replies
    • 2k views
    • 
    • Mike Preston
    • February 5, 2010

30. New Comparability Plan

    By Guest JDK, February 9, 2007
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • February 10, 2007

31. New Comparability Plan

    By Guest AJM 34, October 1, 2007
    • 8 replies
    • 3.1k views
    • 
    • austin3515
    • October 3, 2007

32. New Comparability Profit Sharing - Selective 'Groups'

    By thatguyfromHR, March 17, 2021   

    • new comparability
    • profit sharing
    • (and 3 more)

      Tagged with:

      • new comparability
      • profit sharing
      • profit-sharing
      • nhce
      • hce
    • 18 replies
    • 2k views
    • 
    • BG5150
    • March 18, 2021

33. New Comparability w/Integrated Allocation

    By Go401k, December 10, 2014
    • 18 replies
    • 5.6k views
    • 
    • Mike Preston
    • April 20, 2021

34. New Comparability, NOT top heavy, No safe harbor

    By Pension Panda, March 21, 2017
    • 12 replies
    • 1.8k views
    • 
    • Mike Preston
    • March 21, 2017

35. New Comparability/Safe-Harbor - Partners max, but want to give less to one of the partners

    By Guest THess, February 15, 2005
    • 20 replies
    • 2.7k views
    • 
    • Alf
    • February 17, 2005

36. New comparabilty Top Heavy safe harbor 401(k)...

    By Lori H, December 4, 2017
    • 2 replies
    • 1.7k views
    • 
    • C. B. Zeller
    • December 4, 2017

37. New Controlled Group

    By PFranckowiak, October 24, 2017
    • 7 replies
    • 1.2k views
    • 
    • PFranckowiak
    • November 7, 2017

38. New controlled group ADP testing

    By Gilmore, March 26, 2004
    • 0 replies
    • 1.1k views
    • 
    • Gilmore
    • March 26, 2004

39. New controlled group and HCE status

    By R. Butler, February 6, 2002
    • 1 reply
    • 1.3k views
    • 
    • MWeddell
    • February 7, 2002

40. New controlled group companies

    By jpokusa, January 10, 2018   

    • 401(k)
    • participation
    • (and 2 more)

      Tagged with:

      • 401(k)
      • participation
      • participating employers
      • controlled group
    • 6 replies
    • 1.8k views
    • 
    • jpod
    • January 11, 2018

41. new corp assumes sponsorship of old plan

    By gregburst, May 6, 2015
    • 1 reply
    • 927 views
    • 
    • Bill Presson
    • May 6, 2015

42. New Cycle C Address? (Help!)

    By ERISAatty, January 6, 2009
    • 2 replies
    • 1k views
    • 
    • david rigby
    • January 7, 2009

43. New Determination Letter Program

    By Guest kjk, April 24, 2005
    • 0 replies
    • 1k views
    • 
    • Guest
    • April 24, 2005

44. New Diverstification Rules Under PPA 2006

    By Guest gaham, September 8, 2006
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • September 8, 2006

45. New documents: Will you allow rollover-in-kind?

    By Jim Chad, May 22, 2014
    • 5 replies
    • 1.2k views
    • 
    • Bird
    • May 23, 2014

46. New DOL Fee Disclosure Rules

    By Ron Snyder, January 15, 2008
    • 1 reply
    • 1.2k views
    • 
    • four01kman
    • January 15, 2008

47. new EACA features

    By pmacduff, March 4, 2020
    • 5 replies
    • 2.4k views
    • 
    • Eve Sav
    • March 6, 2020

48. New eligible group

    By Guest Philip2, August 5, 2009
    • 1 reply
    • 981 views
    • 
    • J Simmons
    • August 6, 2009

49. New Employer for Successor Plan Rule

    By Guest philc, August 6, 2002
    • 2 replies
    • 1.8k views
    • 
    • alanm
    • August 15, 2002

50. New Employer Short Plan Year

    By Hoard1, December 13, 1999
    • 2 replies
    • 1.5k views
    • 
    • Scuba 401
    • December 15, 1999