401(k) Plans

19,275 topics in this forum

1. Suspend Safe Harbor for HCEs / Preserve SH

   By austin3515, March 30, 2020
   • 28 replies
   • 4.2k views
   • 
   • Luke Bailey
   • June 30, 2020

2. SUSPEND SAFE HARBOR MATCH

   By Guest ROB VIDOVICH, April 9, 2003
   • 4 replies
   • 1.9k views
   • 
   • MWeddell
   • April 11, 2003

3. Suspend Safe Harbor Match, Implement Match Subj to Vesting

   By CLE401kGuy, July 9, 2014
   • 2 replies
   • 931 views
   • 
   • BG5150
   • July 9, 2014

4. Suspend safe harbor/significant event rules

   By Guest Peggy806, March 25, 2009
   • 4 replies
   • 1.1k views
   • 
   • Guest
   • March 25, 2009

5. Suspended Contributions

   By MBCarey, April 25, 2011
   • 3 replies
   • 1.1k views
   • 
   • QDROphile
   • April 26, 2011

6. Suspending 401k Match mid-year - the plan has a true up provision

   By Sofinka, December 8, 2019
   • 8 replies
   • 2.9k views
   • 
   • MWeddell
   • April 22, 2020

7. Suspending a 401(k) Match

   By 401kSteve, November 5, 2020
   • 4 replies
   • 693 views
   • 
   • 401kSteve
   • November 8, 2020

8. Suspending loan payment while on leave of absence?

   By Guest A_Dude, September 20, 2012
   • 5 replies
   • 6.1k views
   • 
   • Guest
   • September 21, 2012

9. Suspending nonelective Safe Harbor mid-year

   By perplexedbypensions, February 13, 2019
   • 7 replies
   • 2.9k views
   • 
   • RatherBeGolfing
   • February 14, 2019

10. Suspending or Amending to remove Safe Harbor

    By Guest Twinky, December 29, 2008
    • 6 replies
    • 6.1k views
    • 
    • Guest
    • January 14, 2009

11. Suspending Safe Harbor Match-Top Heavy

    By Guest JCM, June 14, 2012
    • 5 replies
    • 1.2k views
    • 
    • ETA Consulting LLC
    • June 15, 2012

12. Suspending SH Election, Adopt 3% Nonelective by Year-End Under SECURE

    By Danny CPA, March 31, 2020
    • 5 replies
    • 797 views
    • 
    • Gilmore
    • April 1, 2020

13. Suspending SH Match Mid-Year

    By Guest LmD, January 20, 2010
    • 5 replies
    • 1.7k views
    • 
    • rcline46
    • January 21, 2010

14. Suspending the SH Match

    By coleboy, March 25, 2020
    • 13 replies
    • 1.5k views
    • 
    • Bird
    • March 30, 2020

15. Suspending Trading due to Volume

    By Guest calcu, July 21, 2005
    • 0 replies
    • 1k views
    • 
    • Guest
    • July 21, 2005

16. Suspensing Money

    By Guest andmik, September 8, 2008
    • 7 replies
    • 1.7k views
    • 
    • Guest
    • September 12, 2008

17. suspension after after-tax wdr

    By Guest Gunner, September 19, 2002
    • 6 replies
    • 2.1k views
    • 
    • RTK
    • September 19, 2002

18. Suspension Letter

    By Guest newport, December 7, 2010
    • 2 replies
    • 2.4k views
    • 
    • Kevin C
    • November 3, 2011

19. Suspension of 2008 Safe Harbor 3% Requirement

    By Guest Ted Kowalchuk, CFP, CFS,, January 8, 2009
    • 5 replies
    • 1.2k views
    • 
    • Guest
    • January 16, 2009

20. Suspension of 401(k) contributions

    By Guest Giovanni, August 27, 2003
    • 1 reply
    • 1.2k views
    • 
    • MJ Hartman
    • August 27, 2003

21. Suspension of 401k Loan payments

    By Roger, December 16, 2020   

    • 401k loan repayments
    • 16 replies
    • 2.7k views
    • 
    • Luke Bailey
    • December 25, 2020

22. Suspension of 401k loan repayments

    By DDB BN, April 3, 2020
    • 4 replies
    • 1k views
    • 
    • DDB BN
    • April 3, 2020

23. Suspension of Accrual to pass 410

    By Alf, April 1, 2004
    • 0 replies
    • 1k views
    • 
    • Alf
    • April 1, 2004

24. Suspension of Employer Match

    By Guest sjlbenefits, August 3, 2009
    • 4 replies
    • 1.9k views
    • 
    • Bird
    • August 4, 2009

25. Suspension of Safe Harbor Nonelectives

    By PJ2009, July 23, 2009
    • 3 replies
    • 1.1k views
    • 
    • PJ2009
    • July 24, 2009

26. Suspension Period under Proposed Hardship Regulations

    By Gruegen, December 3, 2018
    • 1 reply
    • 675 views
    • 
    • Luke Bailey
    • December 5, 2018

27. Suspensions and Catch-up Contributions

    By MWeddell, October 23, 2001
    • 3 replies
    • 2k views
    • 
    • MGB
    • October 24, 2001

28. Suspensions of 401(k) Match

    By Demosthenes, January 6, 2009
    • 1 reply
    • 1.5k views
    • 
    • J Simmons
    • January 7, 2009

29. suspensions vs stopping elective contribution

    By thepensionmaven, May 6, 2018
    • 10 replies
    • 1.4k views
    • 
    • thepensionmaven
    • May 9, 2018

30. Suspicious Match

    By Guest LWilson, August 1, 2002
    • 7 replies
    • 1.5k views
    • 
    • Brian Gallagher
    • August 2, 2002

31. Switch a profit sharing plan to a safe harbor 401(k)

    By thepensionmaven, January 30, 2001
    • 0 replies
    • 1.8k views
    • 
    • thepensionmaven
    • January 30, 2001

32. Switch from ADP/ACP to SH

    By Guest SDPension, April 19, 2006
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • April 20, 2006

33. Switch from safe harbor matching plan to safe harbor 3%

    By Guest rdemyan, December 24, 2009
    • 3 replies
    • 1.6k views
    • 
    • Tom Poje
    • December 29, 2009

34. Switch from Safe Harbor Non Elective to Safe Harbor Match Mid Year

    By roundlou, April 2, 2020
    • 1 reply
    • 568 views
    • 
    • C. B. Zeller
    • April 2, 2020

35. Switch from Single Employer to One Participant Plan

    By 401kSteve, September 16, 2020
    • 4 replies
    • 704 views
    • 
    • 401kSteve
    • September 16, 2020

36. Switch Next Year's Safe Harbor

    By Gilmore, December 8, 2022
    • 3 replies
    • 771 views
    • 
    • Bill Presson
    • December 10, 2022

37. Switch to Elapsed Time?

    By thepensionmaven, February 10, 2024
    • 4 replies
    • 1.1k views
    • 
    • C. B. Zeller
    • February 13, 2024

38. Switch to Prior Year ADP Testing

    By Guest Factor, March 13, 2006
    • 2 replies
    • 2.2k views
    • 
    • TBob
    • May 24, 2006

39. Switch to SIMPLE 401(k)

    By R. Butler, January 17, 2001
    • 1 reply
    • 1.6k views
    • 
    • wmyer
    • January 17, 2001

40. Switching between current and prior year testing for ADP/ACP tests

    By Guest sammy, April 17, 2001
    • 6 replies
    • 5.7k views
    • 
    • Guest
    • February 26, 2002

41. switching current to prior year testing for ADP

    By Earl, November 14, 2003
    • 0 replies
    • 979 views
    • 
    • Earl
    • November 14, 2003

42. switching employees between common ownership plans

    By Guest lindamichals, February 16, 2005
    • 5 replies
    • 1.5k views
    • 
    • RCK
    • February 17, 2005

43. switching from a 401 (k) to a defined benefit plan.

    By Guest miltzall, July 12, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • July 12, 2000

44. Switching from basic to enhanced match

    By Santo Gold, May 1, 2007
    • 4 replies
    • 1.9k views
    • 
    • Kevin C
    • May 1, 2007

45. Switching from Elapsed Time to Actual Hours

    By Robin Wilson, December 4, 2020
    • 1 reply
    • 599 views
    • 
    • C. B. Zeller
    • December 4, 2020

46. Switching from elapsed time to counting hours for vesting

    By Rai401k, January 30, 2015
    • 3 replies
    • 4.4k views
    • 
    • Rai401k
    • January 30, 2015

47. Switching From Form 5500-SF to Form 5500-EZ

    By metsfan026, September 16, 2022
    • 13 replies
    • 3.7k views
    • 
    • truphao
    • January 4, 2024

48. Switching from Prior Year to Current Year Testing Method

    By Guest CRC02, April 19, 2002
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • April 20, 2002

49. Switching from Safe Harbor Non-elective to Safe Harbor Match?

    By Lori H, March 16, 2015
    • 9 replies
    • 1.8k views
    • 
    • Kevin C
    • March 25, 2015

50. Switching from safe harbor to non-safe harbor in prospective plan year...

    By jaemmons, January 30, 2004
    • 1 reply
    • 1.2k views
    • 
    • Archimage
    • January 30, 2004