401(k) Plans

19,319 topics in this forum

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

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

2. Suspending SH Match Mid-Year

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

3. Suspending the SH Match

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

4. Suspending Trading due to Volume

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

5. Suspensing Money

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

6. suspension after after-tax wdr

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

7. Suspension Letter

   By Guest newport, December 7, 2010
   • 2 replies
   • 2.5k views
   • 
   • Kevin C
   • November 3, 2011

8. Suspension of 2008 Safe Harbor 3% Requirement

   By Guest Ted Kowalchuk, CFP, CFS,, January 8, 2009
   • 5 replies
   • 1.3k views
   • 
   • Guest
   • January 16, 2009

9. Suspension of 401(k) contributions

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

10. Suspension of 401k Loan payments

    By Roger, December 16, 2020   

    • 401k loan repayments
    • 16 replies
    • 2.8k views
    • 
    • Luke Bailey
    • December 25, 2020

11. Suspension of 401k loan repayments

    By DDB BN, April 3, 2020
    • 4 replies
    • 1.1k views
    • 
    • DDB BN
    • April 3, 2020

12. Suspension of Accrual to pass 410

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

13. Suspension of Employer Match

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

14. Suspension of Safe Harbor Nonelectives

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

15. Suspension Period under Proposed Hardship Regulations

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

16. Suspensions and Catch-up Contributions

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

17. Suspensions of 401(k) Match

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

18. suspensions vs stopping elective contribution

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

19. Suspicious Match

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

20. 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

21. Switch from ADP/ACP to SH

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

22. 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

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

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

24. Switch from Single Employer to One Participant Plan

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

25. Switch Next Year's Safe Harbor

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

26. Switch to Elapsed Time?

    By thepensionmaven, February 10, 2024
    • 4 replies
    • 1.2k views
    • 
    • C. B. Zeller
    • February 13, 2024

27. Switch to Prior Year ADP Testing

    By Guest Factor, March 13, 2006
    • 2 replies
    • 2.3k views
    • 
    • TBob
    • May 24, 2006

28. Switch to SIMPLE 401(k)

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

29. 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

30. switching current to prior year testing for ADP

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

31. switching employees between common ownership plans

    By Guest lindamichals, February 16, 2005
    • 5 replies
    • 1.6k views
    • 
    • RCK
    • February 17, 2005

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

    By Guest miltzall, July 12, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • July 12, 2000

33. Switching from basic to enhanced match

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

34. Switching from Elapsed Time to Actual Hours

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

35. Switching from elapsed time to counting hours for vesting

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

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

    By metsfan026, September 16, 2022
    • 13 replies
    • 3.9k views
    • 
    • truphao
    • January 4, 2024

37. Switching from Prior Year to Current Year Testing Method

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

38. 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

39. 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

40. Switching Recordkept Platforms and Late Deferrals

    By msmith, May 15, 2014
    • 3 replies
    • 1.2k views
    • 
    • msmith
    • May 16, 2014

41. Switching Safe Harbor Types Under New Rules

    By PensionPro, March 7, 2016
    • 10 replies
    • 2.4k views
    • 
    • PensionPro
    • March 14, 2016

42. Switching SH for 2020

    By Jakyasar, October 1, 2020
    • 5 replies
    • 782 views
    • 
    • Chipwood 24
    • October 7, 2020

43. Switching to a S/H Plan before start of Plan Year

    By rblum50, November 11, 2013   

    • S/H Matching Contribution
    • 3 replies
    • 1.1k views
    • 
    • austin3515
    • November 13, 2013

44. Switching to more restrictive vesting schedule

    By Robin Wilson, December 9, 2020
    • 13 replies
    • 5.3k views
    • 
    • MWeddell
    • December 11, 2020

45. T Rowe Price 401k plan

    By csanch11, July 1, 2019
    • 4 replies
    • 1.2k views
    • 
    • RatherBeGolfing
    • July 2, 2019

46. Take over plan

    By Guest lindamichals, April 22, 2008
    • 5 replies
    • 1.6k views
    • 
    • Kimberly S
    • April 22, 2008

47. Take over plan & mapping

    By blue, May 6, 2008
    • 3 replies
    • 1.6k views
    • 
    • blue
    • May 7, 2008

48. Takeover 401(k) sub-s plan with owner(participant) loans.

    By pbarrett, August 18, 2000
    • 7 replies
    • 2.4k views
    • 
    • Guest
    • May 13, 2002

49. Takeover from MEP Plan

    By austin3515, December 12, 2012
    • 2 replies
    • 1.1k views
    • 
    • 12AX7
    • December 13, 2012

50. Takeover of employees by PEO

    By Guest Thornton, May 13, 2002
    • 5 replies
    • 1.7k views
    • 
    • alanm
    • May 21, 2002