401(k) Plans

19,275 topics in this forum

1. add match with prior year testing - issues?

   By AlbanyConsultant, December 3, 2024
   • 5 replies
   • 807 views
   • 
   • C. B. Zeller
   • December 4, 2024

2. Add Participating Er to Safe Harbor Plan

   By austin3515, December 3, 2013
   • 6 replies
   • 3k views
   • 
   • Kevin C
   • December 3, 2013

3. Add Profit Sharing Contribution Type

   By AmyETPA, November 17, 2020
   • 2 replies
   • 475 views
   • 
   • BG5150
   • November 17, 2020

4. Add Profit Sharing to Existing 401(k) Plan with SECURE Act Retroactive Amendment

   By RPP2001, September 12, 2022
   • 12 replies
   • 2.2k views
   • 
   • Bill Presson
   • September 14, 2022

5. Add Roth feature mid-year to 401(k) safe harbor plan

   By Guest STP20004, March 15, 2007
   • 5 replies
   • 5.4k views
   • 
   • John Feldt ERPA CPC QPA
   • May 31, 2007

6. Add stated match to SH plan mid year?

   By BG5150, July 16, 2019
   • 1 reply
   • 856 views
   • 
   • BG5150
   • July 17, 2019

7. Add Voluntary After tax to SH Plan--does it mess with TH?

   By BG5150, January 25, 2019
   • 7 replies
   • 897 views
   • 
   • Kevin C
   • February 4, 2019

8. Add-in Mandatory Cash-out

   By Guest ebailey, April 30, 2009
   • 2 replies
   • 1.7k views
   • 
   • Christine Roberts
   • March 7, 2011

9. Addding Match Option During The Plan Year

   By blue, January 30, 2007
   • 1 reply
   • 1k views
   • 
   • Tom Poje
   • January 31, 2007

10. Added a Roth and forgot to tell anyone

    By Guest erisamelissa, August 14, 2007
    • 9 replies
    • 2.1k views
    • 
    • jpod
    • August 16, 2007

11. Added SHM to plan mid-year. Oops

    By BG5150, July 2, 2019
    • 4 replies
    • 525 views
    • 
    • BG5150
    • July 3, 2019

12. Adding "11th Hour" 401(k) Arrangement

    By SMB, November 1, 2011
    • 3 replies
    • 1.1k views
    • 
    • SMB
    • November 8, 2011

13. Adding 3% Safe Harbor--notice needed first time?

    By BG5150, November 23, 2021
    • 1 reply
    • 364 views
    • 
    • mattmc82
    • November 24, 2021

14. adding 401(k) and safe Harbor

    By Earl, May 8, 2003
    • 2 replies
    • 1.2k views
    • 
    • Earl
    • May 8, 2003

15. Adding 401(k) component to 2-year eligibility PS Plan

    By SMB, January 12, 2010
    • 1 reply
    • 869 views
    • 
    • Guest
    • January 12, 2010

16. Adding 401(k) Provision

    By pmacduff, November 17, 2003
    • 0 replies
    • 1.1k views
    • 
    • pmacduff
    • November 17, 2003

17. Adding 401(k) to Profit Sharing

    By ejohnke, September 9
    • 1 reply
    • 401 views
    • 
    • Lou S.
    • September 9

18. Adding 401(k) to PSP Issue

    By chris, July 25, 2014
    • 5 replies
    • 2k views
    • 
    • Kevin C
    • July 25, 2014

19. Adding 401(k)/Safe Harbor provisions

    By Guest perplexedbypensions, August 23, 2006
    • 1 reply
    • 1.6k views
    • 
    • commishvp
    • August 23, 2006

20. adding 401K feature

    By Guest MNR, January 30, 2002
    • 8 replies
    • 2.2k views
    • 
    • Erik Read
    • January 31, 2002

21. Adding a 401k (with safe harbor) mid year

    By Belgarath, May 12, 2016
    • 6 replies
    • 2.1k views
    • 
    • chc93
    • May 14, 2016

22. Adding a Participating Employer

    By John Feldt ERPA CPC QPA, May 18, 2018   

    • pro-rata
    • 2 replies
    • 1.8k views
    • 
    • ETA Consulting LLC
    • May 19, 2018

23. Adding a subsidiary with no employees

    By Lori H, May 7, 2007
    • 1 reply
    • 2k views
    • 
    • austin3515
    • May 8, 2007

24. Adding an After Tax Plan

    By Guest klg, June 12, 2003
    • 4 replies
    • 1.1k views
    • 
    • Tom Poje
    • June 12, 2003

25. Adding an Employer to a 401k Plan

    By CLE401kGuy, March 19, 2014
    • 7 replies
    • 1.1k views
    • 
    • MWeddell
    • March 20, 2014

26. Adding DB to 401(K)

    By pbarrett, July 30, 2003
    • 5 replies
    • 1.2k views
    • 
    • david rigby
    • August 28, 2003

27. Adding EACA Mid-Year

    By austin3515, November 20, 2018
    • 4 replies
    • 5.6k views
    • 
    • Doc Ument
    • November 20, 2018

28. Adding Managed Accounts to Plan

    By khn, September 3, 2020
    • 4 replies
    • 520 views
    • 
    • Alonzo Church
    • September 8, 2020

29. Adding New Investment Options; Eliminating others

    By Guest Kennedy, September 20, 1999
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • October 13, 1999

30. Adding New Participating Employer in Fidelity 401(k) Plan

    By Eric Taylor, January 12, 2018
    • 2 replies
    • 3.3k views
    • 
    • ESOP Guy
    • January 15, 2018

31. Adding participating employer via 11(g) ?

    By mattmc82, August 13, 2021
    • 11 replies
    • 1.9k views
    • 
    • Mike Preston
    • August 18, 2021

32. adding particpating employer agreement within a safe harbor plan

    By cpc0506, May 27, 2014
    • 1 reply
    • 911 views
    • 
    • Kevin C
    • May 27, 2014

33. adding profit sharing component to a safe harbor 401(K)

    By Guest stephentaft, September 30, 2005
    • 4 replies
    • 1.9k views
    • 
    • R. Butler
    • October 3, 2005

34. Adding profit Sharing provisions

    By Robin Wilson, January 24, 2021
    • 3 replies
    • 690 views
    • 
    • Robin Wilson
    • January 25, 2021

35. adding PS and vesting

    By Jakyasar, October 19, 2020
    • 12 replies
    • 2k views
    • 
    • BG5150
    • October 22, 2020

36. Adding QDIA to Plan

    By Chippy, June 7, 2016
    • 2 replies
    • 1.2k views
    • 
    • Belgarath
    • June 8, 2016

37. Adding Roth - new EIN necessary?

    By Gudgergirl, June 8, 2009
    • 2 replies
    • 946 views
    • 
    • jkdoll2
    • June 8, 2009

38. Adding Safe Harbor

    By nancy, May 19, 2003
    • 11 replies
    • 3k views
    • 
    • R. Butler
    • May 21, 2003

39. Adding safe harbor 401(k) to profit sharing mid year.

    By Jim Chad, August 20, 2015
    • 4 replies
    • 1.6k views
    • 
    • Lou S.
    • August 20, 2015

40. Adding Safe Harbor mid-year

    By 401kLife, January 7, 2021
    • 1 reply
    • 495 views
    • 
    • Bill Presson
    • January 7, 2021

41. Adding safe harbor mid-year; 3% Nonelective based on full year comp?

    By Brenda Wren, August 28, 2006
    • 1 reply
    • 1.7k views
    • 
    • austin3515
    • August 28, 2006

42. Adding Safe Harbor Non-Elective and Deferrals to Profit Sharing Plan Mid-Year

    By Phlyers, June 27, 2017
    • 5 replies
    • 2.5k views
    • 
    • Kevin C
    • June 28, 2017

43. Adding Safe Harbor to Existing 401(k)

    By lisabroc, December 4, 2018
    • 6 replies
    • 1.4k views
    • 
    • Larry Starr
    • December 5, 2018

44. Adding Salary Deferral and Safe Harbor Match

    By Dougsbpc, December 28, 2012
    • 1 reply
    • 1.4k views
    • 
    • Lou S.
    • December 28, 2012

45. Adding Target-Date Funds as QDIA- Committee Procedures

    By kshawbenefits, November 11, 2018   

    • target-date funds
    • investment committee
    • 5 replies
    • 670 views
    • 
    • kshawbenefits
    • November 13, 2018

46. Adding Union Employees to the 401(k) Plan - Audit issue

    By HarleyBabe, April 7, 2022
    • 3 replies
    • 858 views
    • 
    • Bill Presson
    • April 8, 2022

47. adding wife of owner

    By Pixie, October 2, 2024
    • 3 replies
    • 1.1k views
    • 
    • Peter Gulia
    • October 3, 2024

48. Addition of 401k Safe Harbor to existing profit sharing language.

    By Guest Bucker, October 23, 2001
    • 1 reply
    • 1.4k views
    • 
    • rcline46
    • October 24, 2001

49. Addition of investment alternative - advance notice requirement?

    By Belgarath, January 12, 2023
    • 3 replies
    • 677 views
    • 
    • Peter Gulia
    • February 7, 2023

50. Additional Correction to an ADP Test

    By justatester, October 12, 2016
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • October 13, 2016