401(k) Plans

19,275 topics in this forum

1. Amending a Maybe Safe Harbor Plan

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

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

   By ldr, April 30, 2021   

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

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

   By Guest Jim Jesikiewicz, December 2, 2002
   • 2 replies
   • 1.3k views
   • 
   • Guest
   • December 2, 2002

4. Amending a Prototype for Automatic Rollover Provisions

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

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

   By katieinny, October 11, 2007
   • 3 replies
   • 1.8k views
   • 
   • Tom Poje
   • October 12, 2007

6. Amending a safe harbor matching formula mid-year

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

7. amending a safe harbor Plan

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

8. Amending a Safe Harbor Plan

   By Archimage, November 29, 2006
   • 4 replies
   • 1.4k views
   • 
   • Guest
   • March 7, 2007

9. Amending a Safe Harbor Plan

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

10. Amending a safe harbor plan mid year

    By oldman, May 18, 2010
    • 7 replies
    • 13.7k views
    • 
    • 30Rock
    • May 20, 2010

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

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

12. Amending a Standardized Plan

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

13. Amending a STandardized Plan

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

14. Amending a W-2 for 401k

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

15. Amending benefit accrual requirements and anti-cutback concerns

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

16. amending compensation definition

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

17. Amending Discretionary Match

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

18. Amending Eligibility for Safe Harbor 401(k)

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

19. 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

20. Amending Form 5500

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

21. 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
    • 977 views
    • 
    • chc93
    • January 24, 2018

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

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

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

    By R. Butler, February 12, 2019
    • 6 replies
    • 2.4k views
    • 
    • dmwe
    • February 15, 2019

24. Amending MPPP to 401(k)

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

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

    By metsfan026, June 15, 2022
    • 7 replies
    • 1.9k views
    • 
    • casey72
    • March 14, 2023

26. 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

27. 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

28. Amending out of 100% QPSA

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

29. Amending out of EACA

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

30. Amending Plan for Automatic Enrollment

    By TPA Bob, March 17, 2015   

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

31. Amending plan for discretionary match

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

32. Amending Plan for Early Eligibility

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

33. Amending plan for new formula

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

34. amending plan to add QNEC

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

35. 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

36. Amending Plan to Exclude HCEs From SHNEC

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

37. Amending plan....

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

38. 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

39. Amending Profit Sharing Allocation Method

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

40. Amending profit-sharing component

    By Guest JPIngold, October 8, 2014
    • 5 replies
    • 2.4k views
    • 
    • Guest
    • October 9, 2014

41. 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

42. Amending Safe Harbor

    By MGOAdmin, March 25, 2015   

    • safe habror
    • amending
    • 7 replies
    • 1.3k views
    • 
    • MGOAdmin
    • March 31, 2015

43. Amending Safe Harbor Plan

    By Shannon, December 16, 2008
    • 2 replies
    • 2k views
    • 
    • K2retire
    • March 13, 2009

44. Amending Safe Harbor Plans

    By MGOAdmin, January 28, 2014   

    • Amend
    • Safe Harbor
    • 5 replies
    • 1.8k views
    • 
    • Bird
    • January 29, 2014

45. Amending SH effective date

    By BG5150, August 6, 2019
    • 3 replies
    • 500 views
    • 
    • Mike Preston
    • August 6, 2019

46. Amending SH Nonelective plan with "maybe" notice

    By Belgarath, August 18, 2017
    • 1 reply
    • 542 views
    • 
    • CuseFan
    • August 18, 2017

47. Amending SIMPLE 401k to 401k

    By Guest Ddalk, June 10, 2003
    • 4 replies
    • 1.8k views
    • 
    • R. Butler
    • June 11, 2003

48. Amending Standardized Plan

    By austin3515, March 21, 2013
    • 8 replies
    • 1.2k views
    • 
    • austin3515
    • March 21, 2013

49. Amending Terminating 401(k) for SBJPA

    By Guest jhtobin, November 8, 1999
    • 2 replies
    • 2.6k views
    • 
    • MWeddell
    • November 9, 1999

50. Amending the Adoption Agreement

    By Guest kdarby, September 14, 2006
    • 5 replies
    • 3.2k views
    • 
    • Just Me
    • September 15, 2006