401(k) Plans

19,319 topics in this forum

1. Short Plan Year

   By Guest Mike Schwing, November 20, 2002
   • 4 replies
   • 3.2k views
   • 
   • Guest
   • November 21, 2002

2. Short Plan Year

   By austin3515, March 30, 2012
   • 3 replies
   • 874 views
   • 
   • Jim Chad
   • March 30, 2012

3. short plan year

   By Robin Wilson, March 17, 2021
   • 3 replies
   • 824 views
   • 
   • Gilmore
   • March 21, 2021

4. Short Plan Year

   By Guest Rosemary Raymer, July 11, 2006
   • 4 replies
   • 2.1k views
   • 
   • david rigby
   • July 11, 2006

5. Short Plan Year - 1st year of Safe Harbor

   By nancy, December 1, 2000
   • 5 replies
   • 3.7k views
   • 
   • nancy
   • December 1, 2000

6. Short Plan year - catch up?

   By PFranckowiak, January 24, 2013
   • 5 replies
   • 1.8k views
   • 
   • PFranckowiak
   • January 24, 2013

7. Short Plan Year - contribution timing?

   By Guest Michael Anderson, October 12, 2004
   • 0 replies
   • 895 views
   • 
   • Guest
   • October 12, 2004

8. Short Plan Year - CRoss-Testing

   By austin3515, August 2, 2013
   • 3 replies
   • 1.1k views
   • 
   • Tom Poje
   • August 2, 2013

9. Short Plan Year - Match correction

   By Gilmore, August 9, 2018
   • 2 replies
   • 557 views
   • 
   • Gilmore
   • August 10, 2018

10. Short Plan Year - Minimum months required?

    By KTB, December 18, 2013
    • 3 replies
    • 1.5k views
    • 
    • KTB
    • December 19, 2013

11. Short Plan Year - New Plan

    By Pammie57, March 13, 2017
    • 3 replies
    • 2k views
    • 
    • Tom Poje
    • March 13, 2017

12. Short plan year & 1000 hour rule for share of PS

    By Guest Julie Woulfe, March 3, 2006
    • 2 replies
    • 2.2k views
    • 
    • Archimage
    • March 3, 2006

13. Short Plan Year 415 Limitation

    By Guest NPS Darren, January 20, 2010
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • January 21, 2010

14. Short Plan Year and 2 1/2 month deadline

    By buckaroo, July 11, 2017
    • 1 reply
    • 875 views
    • 
    • Tom Poje
    • July 11, 2017

15. Short Plan Year and ADP/ACP Testing

    By J. Bringhurst, October 28, 2002
    • 4 replies
    • 3.7k views
    • 
    • J. Bringhurst
    • October 30, 2002

16. Short Plan Year and coverage failure

    By John Feldt ERPA CPC QPA, August 11, 2009
    • 10 replies
    • 2k views
    • 
    • Laura Harrington
    • August 13, 2009

17. short plan year and deferrals

    By Guest JBarid, October 16, 2006
    • 6 replies
    • 5k views
    • 
    • Guest
    • October 17, 2006

18. short plan year and entry dates

    By Guest mk2308, August 25, 2004
    • 6 replies
    • 2.4k views
    • 
    • rcline46
    • August 26, 2004

19. Short Plan Year and Proration

    By justatester, April 27, 2021
    • 5 replies
    • 3.5k views
    • 
    • Lou S.
    • August 12, 2021

20. Short plan year and testing

    By Guest CAM223, March 10, 2005
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • March 11, 2005

21. Short Plan year and top heavy

    By Tom, February 15, 2023
    • 1 reply
    • 484 views
    • 
    • Lou S.
    • February 15, 2023

22. Short plan year and YOS for vesting

    By doombuggy, May 28, 2019
    • 2 replies
    • 2k views
    • 
    • Bri
    • May 28, 2019

23. Short Plan Year Audit Reports

    By Guest lhorne, October 31, 2006
    • 3 replies
    • 4.3k views
    • 
    • Guest
    • November 2, 2006

24. short plan year end - entry dates

    By Chippy, December 23, 2014
    • 2 replies
    • 1.3k views
    • 
    • Chippy
    • December 24, 2014

25. Short plan year entry

    By Guest jefe96, March 9, 2005
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • March 9, 2005

26. short plan year failed ADP

    By R. Butler, January 17, 2017
    • 11 replies
    • 2.7k views
    • 
    • Mike Preston
    • January 19, 2017

27. short plan year for safe harbor plan or retroactive effective date?

    By AKconsult, March 8, 2013
    • 1 reply
    • 1.7k views
    • 
    • K2
    • March 8, 2013

28. Short Plan Year Partnership Compensation Pro Rata

    By Kiley, August 4, 2021
    • 3 replies
    • 678 views
    • 
    • CuseFan
    • August 5, 2021

29. Short Plan Year Safe Harbor Plan

    By Guest lovework, September 17, 2014
    • 2 replies
    • 1.6k views
    • 
    • Kevin C
    • September 24, 2014

30. Short Plan Year situation

    By Guest PCS Inc, March 1, 2010
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • March 2, 2010

31. Short Plan Year solution to reinstating Safe Harbor mid-year?

    By Guest Pennysaver, June 8, 2010
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • June 8, 2010

32. Short plan year vesting

    By pmacduff, January 24, 2013
    • 1 reply
    • 2.1k views
    • 
    • ETA Consulting LLC
    • January 24, 2013

33. Short Plan Year--eligibilty for a contribution allocation

    By KJohnson, November 22, 2002
    • 1 reply
    • 1.6k views
    • 
    • austin3515
    • November 22, 2002

34. Short Plan Year-ADP/ACP Testing

    By Guest Lori Basilico, February 12, 2000
    • 1 reply
    • 1.8k views
    • 
    • Alf
    • February 16, 2000

35. Short Plan Year, Deferral of Accountant's Report

    By Guest mtrice, April 22, 2014   

    • Change in Plan Year
    • 401(k) Plans
    • 1 reply
    • 1.8k views
    • 
    • Flyboyjohn
    • April 22, 2014

36. Short plan year, what hours to prorate?

    By BG5150, August 28, 2020
    • 7 replies
    • 1.4k views
    • 
    • Belgarath
    • September 1, 2020

37. Short Plan Year?

    By Guest chris4013, December 23, 2003
    • 1 reply
    • 1.3k views
    • 
    • Belgarath
    • December 23, 2003

38. Short Plan Year?

    By PFranckowiak, February 27, 2017
    • 2 replies
    • 651 views
    • 
    • Lou S.
    • February 27, 2017

39. Short Question

    By Dougsbpc, September 13, 2019
    • 4 replies
    • 849 views
    • 
    • Bri
    • September 17, 2019

40. Short Serviced Employee

    By Dennis Povloski, March 22, 2011
    • 5 replies
    • 1.5k views
    • 
    • Dennis Povloski
    • March 23, 2011

41. Short sponsor year and full plan year

    By Jakyasar, March 8, 2024
    • 8 replies
    • 1.2k views
    • 
    • Paul I
    • March 12, 2024

42. Short year 401k Plan

    By DP, December 12, 2001
    • 5 replies
    • 3.6k views
    • 
    • Guest
    • April 9, 2002

43. Short-term amendment ... possible?

    By Guest AEA, August 8, 2005
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • August 8, 2005

44. Short-Term Disability Programs

    By Guest margok, December 29, 2005
    • 1 reply
    • 1.4k views
    • 
    • GBurns
    • December 30, 2005

45. Short-term HCE to Sway ADP Test

    By austin3515, December 28, 2016
    • 9 replies
    • 1.3k views
    • 
    • Belgarath
    • January 6, 2017

46. Should a charity's retirement plan be a 403(b) or a 401(k)?

    By Peter Gulia, January 24, 2017   

    • 401(k); 403(b); charitable
    • 18 replies
    • 1.7k views
    • 
    • Belgarath
    • February 14, 2017

47. Should a CODA plan be designed(or amended) to comply with the Safe Har

    By Guest Alex Calin, July 5, 1999
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • April 15, 2001

48. Should a plan allow participants to self-certify other claims?

    By Peter Gulia, August 7, 2023
    • 4 replies
    • 722 views
    • 
    • Peter Gulia
    • August 8, 2023

49. Should a plan provide a domestic-abuse distribution?

    By Peter Gulia, December 6, 2023
    • 9 replies
    • 2.1k views
    • 
    • Peter Gulia
    • December 7, 2023

50. Should a plan’s administrator require a document to prove a birth or adoption?

    By Peter Gulia, January 31, 2020   

    • secure act
    • 12 replies
    • 3k views
    • 
    • Peter Gulia
    • February 4, 2020