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401(k) Plans

19,319 topics in this forum

  1. Allowing 401(k) but Excluding From Safe Harbor Match

    By metsfan026,
    • 3 replies
    • 637 views

  2. Allowing 403 b rollovers into a 401 k plan

    By Guest Pully,
    • 1 reply
    • 4.1k views
    • Guest
    • Guest

  3. Allowing an NHCE to join the plan early - for deferrals only?

    By AlbanyConsultant,
    • 2 replies
    • 696 views

  4. Allowing beneficiary to direct investment.

    By FundeK,
    • 8 replies
    • 1.8k views

  5. allowing deferrals in 401(k) plan before document is actually executed

    By Guest beth beaube,
    • 12 replies
    • 2.6k views

  6. Allowing early entry

    By JPIngold,
    • 1 reply
    • 1.3k views

  7. Alternate Payee is also a participant under the plan

    By Guest JHaggar,
    • 1 reply
    • 1.4k views

  8. Alternative DC and Plan Acquisition

    By Guest Pippy,   
    • 3 replies
    • 1.9k views

  9. Alternative Defined Contribution Plan Failure

    By Guest RandomQuestion,
    • 0 replies
    • 1k views
    • Guest
    • Guest

  10. Alternative Defined Contribution Plan Rule

    By Guest anne1,
    • 2 replies
    • 1.9k views
    • Guest
    • Guest

  11. Alternative Investment

    By ejohnke,
    • 8 replies
    • 1.3k views

  12. alternatives to Relius Administration

    By Guest Thomas@GDS,
    • 4 replies
    • 2.5k views
    • Guest
    • Guest

  13. Am I do this right? (using 401k calculator for missed payments)

    By 401krepays,   
    • 4 replies
    • 3.1k views

  14. Am I over analyzing?

    By wsp,
    • 7 replies
    • 2.4k views

  15. Am I required to give a new TPA who is replacing me a copy of the Plan Document

    By RayJJohnsonJr,
    • 22 replies
    • 2.2k views

  16. Am I the only one? 1 2

    By austin3515,
    • 60 replies
    • 5.5k views

  17. amend 401K to safe harbor 401K

    By thepensionmaven,
    • 3 replies
    • 1.7k views

  18. Amend 5500 to reduce profit sharing contribution

    By J King,
    • 1 reply
    • 723 views

  19. Amend a Final 5500-EZ?

    By cowdogman,
    • 2 replies
    • 833 views

  20. amend a safe harbor match

    By Santo Gold,
    • 5 replies
    • 1.1k views

  21. Amend Compensation Definition for (k)

    By 12AX7,
    • 4 replies
    • 1.3k views

  22. Amend discretionary match in SH plan

    By MSN,
    • 5 replies
    • 1.8k views

  23. Amend eligibility...what happens to those who no longer meet the requirement

    By jkharvey,
    • 1 reply
    • 604 views

  24. Amend entry date from quarterly to semi-annual

    By MarZDoates,
    • 21 replies
    • 3.5k views

  25. Amend for Safe Harbor Non-elective

    By Guest MEWilson,
    • 8 replies
    • 1.2k views
    • Guest
    • Guest

  26. Amend Mid-Year to Reduce Safe Harbor 401(k) Match Contributions

    By §#$%!,
    • 1 reply
    • 572 views

  27. Amend Money Purchase to PS/401(k)

    By PMC,
    • 2 replies
    • 1.2k views

  28. Amend participation requirements

    By Guest esi-jht,
    • 1 reply
    • 1.2k views

  29. Amend plan document to prohibit direct rollovers?

    By Guest RBeck,
    • 16 replies
    • 2.2k views

  30. Amend Plan Entry Dates

    By austin3515,
    • 8 replies
    • 2.3k views

  31. Amend plan to delay payment to terminee

    By Jed Macy,
    • 4 replies
    • 1.8k views

  32. Amend Plan to exclude certain employees

    By TPA Bob,   
    • 9 replies
    • 2.9k views

  33. Amend plan to exclude employee group covered by the plan in the past - so excluded prospectively

    By Tom,
    • 2 replies
    • 880 views
    • Tom
    • Tom

  34. Amend PSP into SHMatching 401k 99 days prior to year end

    By cheersmate,
    • 2 replies
    • 625 views

  35. amend safe harbor non-elective to ACP with QMAC

    By thepensionmaven,
    • 2 replies
    • 522 views

  36. Amend SH 401(k) Plan During Year

    By JRN,
    • 13 replies
    • 7.6k views

  37. Amend SH notice?

    By Guest AndyL,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest

  38. Amend SH Plan now to change PS method for '20?

    By BG5150,
    • 11 replies
    • 1.5k views

  39. Amend SH Plan now to exclude class?

    By BG5150,
    • 3 replies
    • 797 views

  40. Amend SH Plan When Maybe Notice Issued

    By Rob P,
    • 0 replies
    • 1.1k views

  41. Amend Standard 401k with company match

    By thepensionmaven,
    • 2 replies
    • 418 views

  42. Amend to remove EACA mid year?

    By Jean,
    • 0 replies
    • 2.3k views

  43. Amend to Safe-harbor 401(k)?

    By SMB,
    • 3 replies
    • 1.4k views

  44. Amend type of profit share contribution mid year

    By EBDI,
    • 17 replies
    • 4.5k views

  45. Amend Use of Forfeiture

    By 12AX7,
    • 10 replies
    • 2.7k views
    • GMK
    • GMK

  46. Amend vesting

    By jkharvey,
    • 8 replies
    • 5.2k views
    • Guest
    • Guest

  47. Amend Vesting

    By John Feldt ERPA CPC QPA,
    • 20 replies
    • 2.9k views

  48. Amend, then Restate

    By DP,
    • 2 replies
    • 986 views

  49. Amended 1065 - Additional PS?

    By austin3515,
    • 13 replies
    • 2.8k views

  50. Amended After Year-end (Top Paid Group)

    By MGOAdmin,   
    • 3 replies
    • 1.8k views
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