401(k) Plans

19,275 topics in this forum

1. Alternative Defined Contribution Plan Rule

   By Guest anne1, January 30, 2007
   • 2 replies
   • 1.9k views
   • 
   • Guest
   • January 31, 2007

2. Alternative Investment

   By ejohnke, July 1, 2024
   • 8 replies
   • 1.2k views
   • 
   • Belgarath
   • July 3, 2024

3. alternatives to Relius Administration

   By Guest Thomas@GDS, August 10, 2006
   • 4 replies
   • 2.5k views
   • 
   • Guest
   • August 10, 2006

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

   By 401krepays, September 21, 2023   

   • using 401k calculator for missed payments
   • 4 replies
   • 2.9k views
   • 
   • 401krepays
   • September 21, 2023

5. Am I over analyzing?

   By wsp, May 16, 2006
   • 7 replies
   • 2.4k views
   • 
   • wsp
   • May 18, 2006

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

   By RayJJohnsonJr, June 22, 2021
   • 22 replies
   • 2.1k views
   • 
   • Dave Baker
   • June 24, 2021

7. Am I the only one? 1 2

   By austin3515, January 11, 2023
   • 60 replies
   • 5.4k views
   • 
   • Riley Britton
   • April 10, 2023

8. amend 401K to safe harbor 401K

   By thepensionmaven, November 17, 2015
   • 3 replies
   • 1.7k views
   • 
   • Lou S.
   • November 17, 2015

9. Amend 5500 to reduce profit sharing contribution

   By J King, October 9, 2023
   • 1 reply
   • 706 views
   • 
   • Bird
   • October 9, 2023

10. Amend a Final 5500-EZ?

    By cowdogman, April 9, 2019
    • 2 replies
    • 801 views
    • 
    • cowdogman
    • April 11, 2019

11. amend a safe harbor match

    By Santo Gold, August 22, 2012
    • 5 replies
    • 1.1k views
    • 
    • Santo Gold
    • August 23, 2012

12. Amend Compensation Definition for (k)

    By 12AX7, March 9, 2011
    • 4 replies
    • 1.3k views
    • 
    • Bird
    • March 12, 2011

13. Amend discretionary match in SH plan

    By MSN, September 17, 2007
    • 5 replies
    • 1.8k views
    • 
    • Tom Poje
    • September 19, 2007

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

    By jkharvey, September 14, 2016
    • 1 reply
    • 590 views
    • 
    • Doghouse
    • September 14, 2016

15. Amend entry date from quarterly to semi-annual

    By MarZDoates, September 18, 2018
    • 21 replies
    • 3.4k views
    • 
    • Larry Starr
    • September 22, 2018

16. Amend for Safe Harbor Non-elective

    By Guest MEWilson, January 14, 2004
    • 8 replies
    • 1.2k views
    • 
    • Guest
    • January 16, 2004

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

    By §#$%!, August 26, 2019
    • 1 reply
    • 548 views
    • 
    • C. B. Zeller
    • August 26, 2019

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

    By PMC, February 20, 2007
    • 2 replies
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • February 20, 2007

19. Amend participation requirements

    By Guest esi-jht, February 9, 2006
    • 1 reply
    • 1.2k views
    • 
    • ak2ary
    • February 9, 2006

20. Amend plan document to prohibit direct rollovers?

    By Guest RBeck, June 26, 2000
    • 16 replies
    • 2.2k views
    • 
    • Alf
    • July 1, 2000

21. Amend Plan Entry Dates

    By austin3515, December 16, 2014
    • 8 replies
    • 2.3k views
    • 
    • austin3515
    • December 16, 2014

22. Amend plan to delay payment to terminee

    By Jed Macy, February 12, 2000
    • 4 replies
    • 1.7k views
    • 
    • IRC401
    • February 19, 2000

23. Amend Plan to exclude certain employees

    By TPA Bob, June 12, 2017   

    • exclusions
    • employees
    • (and 1 more)

      Tagged with:

      • exclusions
      • employees
      • amendment
    • 9 replies
    • 2.9k views
    • 
    • Belgarath
    • June 14, 2017

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

    By Tom, August 4, 2021
    • 2 replies
    • 852 views
    • 
    • Tom
    • August 19, 2021

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

    By cheersmate, October 21, 2024
    • 2 replies
    • 587 views
    • 
    • cheersmate
    • October 21, 2024

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

    By thepensionmaven, July 10, 2022
    • 2 replies
    • 488 views
    • 
    • thepensionmaven
    • July 12, 2022

27. Amend SH 401(k) Plan During Year

    By JRN, October 2, 2012
    • 13 replies
    • 7.6k views
    • 
    • James B
    • March 20, 2013

28. Amend SH notice?

    By Guest AndyL, February 5, 2002
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • February 6, 2002

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

    By BG5150, December 20, 2019
    • 11 replies
    • 1.4k views
    • 
    • Larry Starr
    • January 3, 2020

30. Amend SH Plan now to exclude class?

    By BG5150, January 4, 2019
    • 3 replies
    • 774 views
    • 
    • BG5150
    • January 8, 2019

31. Amend SH Plan When Maybe Notice Issued

    By Rob P, January 22, 2013
    • 0 replies
    • 1.1k views
    • 
    • Rob P
    • January 22, 2013

32. Amend Standard 401k with company match

    By thepensionmaven, December 24, 2018
    • 2 replies
    • 400 views
    • 
    • thepensionmaven
    • December 24, 2018

33. Amend to remove EACA mid year?

    By Jean, April 30, 2009
    • 0 replies
    • 2.3k views
    • 
    • Jean
    • April 30, 2009

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

    By SMB, August 10, 2005
    • 3 replies
    • 1.4k views
    • 
    • Archimage
    • August 10, 2005

35. Amend type of profit share contribution mid year

    By EBDI, July 21, 2015
    • 17 replies
    • 4.5k views
    • 
    • Mike Preston
    • July 24, 2015

36. Amend Use of Forfeiture

    By 12AX7, August 8, 2011
    • 10 replies
    • 2.7k views
    • 
    • GMK
    • August 8, 2011

37. Amend vesting

    By jkharvey, January 11, 2011
    • 8 replies
    • 5.2k views
    • 
    • Guest
    • January 12, 2011

38. Amend Vesting

    By John Feldt ERPA CPC QPA, June 10, 2008
    • 20 replies
    • 2.9k views
    • 
    • Kimberly S
    • June 16, 2008

39. Amend, then Restate

    By DP, November 13, 2008
    • 2 replies
    • 972 views
    • 
    • Blinky the 3-eyed Fish
    • November 14, 2008

40. Amended 1065 - Additional PS?

    By austin3515, October 12, 2011
    • 13 replies
    • 2.7k views
    • 
    • mbozek
    • October 15, 2011

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

    By MGOAdmin, March 3, 2015   

    • amend
    • top paid
    • 3 replies
    • 1.8k views
    • 
    • Kevin C
    • March 3, 2015

42. Amended Prototype: When to file for determination letter?

    By Scott, January 17, 2007
    • 0 replies
    • 1.3k views
    • 
    • Scott
    • January 17, 2007

43. Amended Tax Return

    By Guest J Samuelson, June 18, 1999
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • June 18, 1999

44. Amended Tax Return for Addit'l Deductions

    By austin3515, August 22, 2016
    • 2 replies
    • 823 views
    • 
    • Flyboyjohn
    • August 22, 2016

45. Amended to 1120 to take retirement contribution

    By austin3515, January 24, 2022
    • 4 replies
    • 1.2k views
    • 
    • CuseFan
    • January 26, 2022

46. Amendign Prototype w/o restating

    By austin3515, February 17, 2011
    • 3 replies
    • 1.1k views
    • 
    • Kevin C
    • February 17, 2011

47. Amending 401(k) to SIMPLE 401(k)

    By R. Butler, October 1, 2007
    • 3 replies
    • 1.3k views
    • 
    • MSN
    • October 2, 2007

48. Amending 401k to Safe Harbor Non-elective mid year 2020

    By Pammie57, February 13, 2020
    • 4 replies
    • 758 views
    • 
    • David Schultz
    • February 17, 2020

49. Amending a 401(k) plan to a SEP???

    By Guest VAP, December 18, 2000
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • December 21, 2000

50. Amending a 401k plan to allow for borrowing

    By Guest Carl C, December 4, 2009
    • 4 replies
    • 1.7k views
    • 
    • austin3515
    • December 7, 2009