401(k) Plans

19,321 topics in this forum

1. New Plan Design Help

   By Guest lmccormick, September 21, 2007
   • 9 replies
   • 1.4k views
   • 
   • Mike Preston
   • September 23, 2007

2. new plan determination letter filing

   By Gary, April 9, 2010
   • 0 replies
   • 861 views
   • 
   • Gary
   • April 9, 2010

3. New Plan didn't actually start

   By ejohnke, February 9, 2023
   • 4 replies
   • 950 views
   • 
   • imchipbrown
   • February 11, 2023

4. New Plan Filing Requirements

   By KevinMc, October 15, 2024
   • 1 reply
   • 473 views
   • 
   • justanotheradmin
   • October 15, 2024

5. New plan for 401(k) safe-harbor adoption?

   By Guest jody303, February 12, 2003
   • 0 replies
   • 991 views
   • 
   • Guest
   • February 12, 2003

6. New plan for partner of old entity

   By Guest Gordy, September 23, 2005
   • 3 replies
   • 1.2k views
   • 
   • Blinky the 3-eyed Fish
   • September 26, 2005

7. New Plan in 2009

   By Gary, June 26, 2009
   • 2 replies
   • 908 views
   • 
   • John Feldt ERPA CPC QPA
   • June 29, 2009

8. New plan member - didn't want to defer

   By fiona1, January 16, 2009
   • 1 reply
   • 927 views
   • 
   • QDROphile
   • January 16, 2009

9. New Plan or Restatement?

   By Guest steve55, October 26, 2004
   • 11 replies
   • 2.9k views
   • 
   • Guest
   • October 27, 2004

10. New plan question

    By Guest DazedAndConfused, May 29, 2007
    • 3 replies
    • 1.1k views
    • 
    • Tom Poje
    • May 29, 2007

11. new plan safe harbor match comp when plan eff 1/1, 401k eff 7/1

    By TPApril, February 3, 2020
    • 3 replies
    • 946 views
    • 
    • AndyH
    • February 4, 2020

12. New Plan Salary Deferral Timeline

    By AdKu, December 10, 2015   

    • New Plan Salary Deferral Time
    • 13 replies
    • 2.1k views
    • 
    • AdKu
    • December 15, 2015

13. New Plan Setup - Plan Year For Safe Harbor With Automatic Increase

    By metsfan026, September 27, 2023
    • 2 replies
    • 678 views
    • 
    • Gilmore
    • September 27, 2023

14. New plan Tax credit

    By Tom, March 14, 2024
    • 1 reply
    • 525 views
    • 
    • Paul I
    • March 14, 2024

15. New Plan Tax Credit for Multiple Employer Plan Adopters?

    By Terry Power, December 23, 2019
    • 1 reply
    • 627 views
    • 
    • RatherBeGolfing
    • December 23, 2019

16. New Plan Termination

    By coleboy, March 6, 2017
    • 4 replies
    • 604 views
    • 
    • Lou S.
    • March 6, 2017

17. New plan under new audit participant count definition

    By John ATL, March 4, 2024
    • 4 replies
    • 1.8k views
    • 
    • RatherBeGolfing
    • August 27, 2025

18. New plan using prior year %'s, but no contributions made in 1st plan year?

    By jaemmons, January 20, 2004
    • 3 replies
    • 1.1k views
    • 
    • Mike Preston
    • January 21, 2004

19. New plan waives entry requirements for anyone hired on a certain date

    By jkharvey, May 5, 2014   

    • Only the 3 owners meet it
    • 6 replies
    • 1.4k views
    • 
    • Kevin C
    • May 5, 2014

20. New plan with mid-year effective date for deferrals

    By cathyw, September 27, 2018
    • 5 replies
    • 794 views
    • 
    • MarZDoates
    • October 1, 2018

21. New plan with partial year safe harbor provisions

    By cpc0506, September 17, 2014
    • 5 replies
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • September 17, 2014

22. New Plan Year to add Safe Harbor

    By cpc0506, February 4, 2013
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • February 4, 2013

23. New Plan- Safe Harbor?

    By coleboy, December 2, 2020
    • 1 reply
    • 427 views
    • 
    • Bill Presson
    • December 2, 2020

24. New Plan, definition of comp <> comp used => correction

    By TPApril, August 13, 2021
    • 5 replies
    • 1.1k views
    • 
    • Patricia Neal Jensen
    • August 16, 2021

25. New plan, existing company, highly comp ee's

    By Guest lindamichals, January 26, 2006
    • 2 replies
    • 1.4k views
    • 
    • Bird
    • January 27, 2006

26. New plan, former HCE now under 500 hours, is he in?

    By JWRB, July 22, 2015
    • 1 reply
    • 794 views
    • 
    • Tom Poje
    • July 22, 2015

27. New plan, no contributions in first year

    By TPApril, September 30, 2021
    • 4 replies
    • 878 views
    • 
    • TPApril
    • October 1, 2021

28. New plan, retro start date with EACA

    By DMcGovern, June 21, 2023
    • 0 replies
    • 425 views
    • 
    • DMcGovern
    • June 21, 2023

29. New plan, service and age waived, what about 410(b)

    By John Feldt ERPA CPC QPA, October 14, 2009
    • 2 replies
    • 1.6k views
    • 
    • Bird
    • October 14, 2009

30. new plan, terminated employees

    By gregburst, August 5, 2016
    • 1 reply
    • 711 views
    • 
    • Lou S.
    • August 5, 2016

31. New Plan,ees missed

    By doombuggy, June 18, 2015
    • 2 replies
    • 1.2k views
    • 
    • justanotheradmin
    • July 16, 2015

32. New plans and immediate eligibility vs 1-yr service

    By TPApril, March 23, 2023
    • 3 replies
    • 554 views
    • 
    • Lou S.
    • March 23, 2023

33. New post, much clearer!Catch-up Contribution

    By Jilliandiz, April 8, 2005
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • April 8, 2005

34. New PPP 24 Week Period

    By austin3515, June 11, 2020
    • 6 replies
    • 1k views
    • 
    • Larry Starr
    • June 11, 2020

35. new profit sharing plan wants 401(k) next plan year

    By Lori H, September 18, 2006
    • 4 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • September 18, 2006

36. New Proposed DOL rule on involuntary cashouts

    By Brian Gallagher, March 2, 2004
    • 2 replies
    • 1.1k views
    • 
    • Brian Gallagher
    • March 2, 2004

37. New provision for(k)s for 1999

    By Guest ROUSE, January 6, 1999
    • 3 replies
    • 1.6k views
    • 
    • MWeddell
    • January 7, 1999

38. New QACA - Effect of Rehires upon Automatic Contribution Increases and Permissible Withdrawals

    By rocknrolls2, November 9, 2007
    • 0 replies
    • 1.9k views
    • 
    • rocknrolls2
    • November 9, 2007

39. New QACA formula

    By traveler, September 23, 2015   

    • 401(k)(13) auto enroll
    • 2 replies
    • 1.3k views
    • 
    • traveler
    • October 19, 2015

40. New QNEC Regulations

    By Guest lforesz, December 3, 2002
    • 1 reply
    • 1.4k views
    • 
    • MGB
    • December 3, 2002

41. New Regs for Puerto Rico Plans - Circular Letter 11-10

    By buckaroo, February 8, 2012
    • 1 reply
    • 1.4k views
    • 
    • GMK
    • February 8, 2012

42. New Regulations for puerto rico plans

    By Guest lync, May 10, 2011
    • 2 replies
    • 1.3k views
    • 
    • neekish
    • May 21, 2015

43. New Rollovers: IRA, 403(b) etc.

    By Guest Sehrl, December 18, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 18, 2001

44. New Roth Catch-Up Rules

    By Connor, December 2, 2025
    • 6 replies
    • 556 views
    • 
    • Artie M
    • December 3, 2025

45. New S/H 401(k) Plan

    By Dougsbpc, February 10, 2009
    • 4 replies
    • 1.3k views
    • 
    • Tom Poje
    • February 11, 2009

46. New Safe Company - SH Plan

    By Becky Schwing, July 27, 2020
    • 2 replies
    • 678 views
    • 
    • Kevin C
    • August 7, 2020

47. New Safe Harbor 401(k)

    By Question, September 25, 2017   

    • safe harbor 401(k)
    • 3 replies
    • 911 views
    • 
    • ETA Consulting LLC
    • September 25, 2017

48. New Safe Harbor 401(k)

    By Dougsbpc, July 2, 2009
    • 17 replies
    • 5.2k views
    • 
    • Guest
    • July 17, 2009

49. New Safe Harbor 401(k) Plan

    By Dougsbpc, September 24, 2015
    • 4 replies
    • 1.1k views
    • 
    • austin3515
    • September 27, 2015

50. New Safe Harbor 401(k) Plan

    By imchipbrown, December 4, 2001
    • 2 replies
    • 1.6k views
    • 
    • imchipbrown
    • December 5, 2001