401(k) Plans

19,320 topics in this forum

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

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

2. Amended Tax Return

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

3. Amended Tax Return for Addit'l Deductions

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

4. Amended to 1120 to take retirement contribution

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

5. Amendign Prototype w/o restating

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

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

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

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

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

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

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

9. Amending a 401k plan to allow for borrowing

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

10. Amending a Maybe Safe Harbor Plan

    By kgr12, May 27, 2015
    • 1 reply
    • 813 views
    • 
    • Lou S.
    • May 27, 2015

11. Amending a plan after the close of the plan year to pass gateway test

    By ldr, April 30, 2021   

    • crosstesting
    • gateway minimum
    • 2 replies
    • 935 views
    • 
    • ldr
    • April 30, 2021

12. Amending a Profit Sharing Plan to a 401(k)

    By Guest Jim Jesikiewicz, December 2, 2002
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • December 2, 2002

13. Amending a Prototype for Automatic Rollover Provisions

    By Guest PB&J, June 21, 2005
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • June 22, 2005

14. Amending a PS plan to add a Safe Harbor 401(k) provision

    By katieinny, October 11, 2007
    • 3 replies
    • 1.9k views
    • 
    • Tom Poje
    • October 12, 2007

15. Amending a safe harbor matching formula mid-year

    By Guest grazetti, April 5, 2006
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • April 5, 2006

16. amending a safe harbor Plan

    By pmacduff, September 11, 2014
    • 1 reply
    • 969 views
    • 
    • GMK
    • September 11, 2014

17. Amending a Safe Harbor Plan

    By Archimage, November 29, 2006
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • March 7, 2007

18. Amending a Safe Harbor Plan

    By austin3515, November 8, 2011
    • 18 replies
    • 2.4k views
    • 
    • austin3515
    • November 22, 2011

19. Amending a safe harbor plan mid year

    By oldman, May 18, 2010
    • 7 replies
    • 13.8k views
    • 
    • 30Rock
    • May 20, 2010

20. Amending a Safe Harbor Plan to change In Plan Roth Rollover Provisions

    By HarleyBabe, May 7, 2019
    • 4 replies
    • 897 views
    • 
    • HarleyBabe
    • May 14, 2019

21. Amending a Standardized Plan

    By austin3515, February 18, 2012
    • 6 replies
    • 948 views
    • 
    • Guest
    • February 23, 2012

22. Amending a STandardized Plan

    By austin3515, October 22, 2010
    • 5 replies
    • 1.1k views
    • 
    • 12AX7
    • October 26, 2010

23. Amending a W-2 for 401k

    By austin3515, February 29, 2012
    • 4 replies
    • 1.4k views
    • 
    • masteff
    • March 1, 2012

24. Amending benefit accrual requirements and anti-cutback concerns

    By Guest Kelly Igel, February 4, 2002
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • February 6, 2002

25. amending compensation definition

    By Guest kevb, March 14, 2007
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • March 14, 2007

26. Amending Discretionary Match

    By pixmax, May 14, 2009
    • 2 replies
    • 1.5k views
    • 
    • Kevin C
    • May 15, 2009

27. Amending Eligibility for Safe Harbor 401(k)

    By Guest ebailey, April 28, 2009
    • 1 reply
    • 1.6k views
    • 
    • cdavis25
    • April 29, 2009

28. Amending eligibility to a longer wait in a 401(k) Plan

    By Guest TracyAndrews, March 1, 2004
    • 13 replies
    • 3.9k views
    • 
    • Blinky the 3-eyed Fish
    • March 3, 2004

29. Amending Form 5500

    By metsfan026, October 1, 2021
    • 4 replies
    • 793 views
    • 
    • BG5150
    • October 1, 2021

30. Amending Form 5500 in connection to Audit Report - Financial statement section updated to comply standard for Fair value

    By AdKu, January 23, 2018   

    • amend form 5500
    • audit report updated to comply fair value standard
    • 2 replies
    • 990 views
    • 
    • chc93
    • January 24, 2018

31. Amending from Plan Year Match to Per Payroll Mid-Year

    By Hayden Taylor, April 23, 2020
    • 2 replies
    • 800 views
    • 
    • MWeddell
    • September 15, 2020

32. Amending match contribution to add last day/hours requirement

    By R. Butler, February 12, 2019
    • 6 replies
    • 2.5k views
    • 
    • dmwe
    • February 15, 2019

33. Amending MPPP to 401(k)

    By Guest CAM, March 30, 1999
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • March 31, 1999

34. Amending Normal Retirement Age in DC Plan (Impact on Vesting)

    By metsfan026, June 15, 2022
    • 7 replies
    • 2k views
    • 
    • casey72
    • March 14, 2023

35. Amending or Restating a PS Plan into Uni-401(k)

    By Guest Laura12345, December 9, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • December 9, 2002

36. Amending or Suspending Fixed Nonelective Profit Sharing Contributions Mid-Year

    By 401 Chaos, March 24, 2020
    • 6 replies
    • 2.1k views
    • 
    • 403bear
    • June 14, 2020

37. Amending out of 100% QPSA

    By Craig Garner, November 20, 2014
    • 2 replies
    • 1.9k views
    • 
    • Kevin C
    • November 21, 2014

38. Amending out of EACA

    By K2retire, December 21, 2009
    • 0 replies
    • 1.3k views
    • 
    • K2retire
    • December 21, 2009

39. Amending Plan for Automatic Enrollment

    By TPA Bob, March 17, 2015   

    • Automatic Enrollment
    • 1 reply
    • 2k views
    • 
    • Belgarath
    • March 18, 2015

40. Amending plan for discretionary match

    By pixiebear, October 11, 2023
    • 1 reply
    • 982 views
    • 
    • Lou S.
    • October 11, 2023

41. Amending Plan for Early Eligibility

    By Guest ewmc, March 1, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 1, 2000

42. Amending plan for new formula

    By Guest Rags, January 25, 2008
    • 3 replies
    • 1.1k views
    • 
    • Mike Preston
    • January 25, 2008

43. amending plan to add QNEC

    By AKconsult, March 4, 2010
    • 0 replies
    • 970 views
    • 
    • AKconsult
    • March 4, 2010

44. Amending Plan to Eliminate Match from Pre 59 1/2 withdrawals

    By rocknrolls2, May 6, 2009
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • May 6, 2009

45. Amending Plan to Exclude HCEs From SHNEC

    By Connor, February 17, 2025
    • 1 reply
    • 799 views
    • 
    • John Feldt ERPA CPC QPA
    • February 18, 2025

46. Amending plan....

    By K-t-F, April 26, 2004
    • 2 replies
    • 1.1k views
    • 
    • K-t-F
    • April 26, 2004

47. Amending Plan's Cash-Out From $1,000 to $5,000

    By 401 Chaos, May 19, 2015
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • May 19, 2015

48. Amending Profit Sharing Allocation Method

    By emmetttrudy, August 17, 2012
    • 2 replies
    • 1.5k views
    • 
    • Bird
    • August 18, 2012

49. Amending profit-sharing component

    By Guest JPIngold, October 8, 2014
    • 5 replies
    • 2.5k views
    • 
    • Guest
    • October 9, 2014

50. Amending Safe Harbor

    By MGOAdmin, January 12, 2015   

    • 401k
    • safe harbor
    • (and 1 more)

      Tagged with:

      • 401k
      • safe harbor
      • amending
    • 1 reply
    • 1.3k views
    • 
    • Belgarath
    • January 12, 2015