401(k) Plans

19,275 topics in this forum

1. Amending the definition of Comp for current Plan Year

   By Benefits Vet, July 28, 2020
   • 6 replies
   • 1.5k views
   • 
   • Luke Bailey
   • July 30, 2020

2. Amending the Profit Sharing feature of a SH Plan

   By Barbara, October 25, 2018
   • 8 replies
   • 3.8k views
   • 
   • Kevin C
   • October 31, 2018

3. Amending to "Safe-Harbor" 401(k)

   By SMB, September 25, 2000
   • 2 replies
   • 1.4k views
   • 
   • MR
   • September 27, 2000

4. Amending to Provide a Safe Harbor Match

   By davef, March 3, 2000
   • 0 replies
   • 1.4k views
   • 
   • davef
   • March 3, 2000

5. Amending today at 4% SHNEc for 2020

   By austin3515, February 19, 2021
   • 2 replies
   • 432 views
   • 
   • austin3515
   • February 19, 2021

6. Amending Vesting Schedule

   By austin3515, February 27, 2018
   • 24 replies
   • 5.9k views
   • 
   • Rafael
   • November 18, 2020

7. Amending Vesting service requirement from all years to participation

   By AdKu, December 15, 2016   

   • Amending Vesting service requ
   • vesting from all yrs to part
   • 3 replies
   • 1.2k views
   • 
   • AdKu
   • December 15, 2016

8. Amending/Restating to a Simple 401(k)

   By Guest MRK, March 20, 2007
   • 2 replies
   • 1.1k views
   • 
   • Guest
   • March 22, 2007

9. Amendment adding Roth provision

   By Doghouse, September 27, 2019
   • 4 replies
   • 1.8k views
   • 
   • Doc Ument
   • September 27, 2019

10. Amendment and effect on eligibility

    By cpc0506, December 13, 2012
    • 1 reply
    • 964 views
    • 
    • MoJo
    • December 13, 2012

11. Amendment Checklist

    By austin3515, June 3, 2013
    • 1 reply
    • 982 views
    • 
    • Jim Chad
    • June 4, 2013

12. Amendment due date

    By rlb64, February 9, 2005
    • 4 replies
    • 1.7k views
    • 
    • rlb64
    • February 11, 2005

13. Amendment Notice - change in eligibility

    By Guest jimmybeau, June 1, 2009
    • 3 replies
    • 1.7k views
    • 
    • BG5150
    • June 2, 2009

14. Amendment of eligibility rules/entry dates

    By chris, December 1, 2004
    • 0 replies
    • 1.4k views
    • 
    • chris
    • December 1, 2004

15. Amendment of Match Formula

    By Guest dms9999, July 1, 2009
    • 4 replies
    • 2k views
    • 
    • Guest
    • July 2, 2009

16. amendment of plans for the final 401(k) and removal of Safe Harbor provision

    By Guest wespac, May 17, 2006
    • 1 reply
    • 1.4k views
    • 
    • ERISAnut
    • May 17, 2006

17. Amendment of plans for TRA '86

    By Guest Lawrence_Groves, June 8, 2004
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • June 14, 2004

18. Amendment of Safe Harbor 401(k)

    By chris, December 9, 2004
    • 2 replies
    • 1.1k views
    • 
    • Archimage
    • December 10, 2004

19. Amendment of traditional 401(k) to make it safe harbor

    By movedon, March 14, 2006
    • 1 reply
    • 1.1k views
    • 
    • Bob R
    • March 15, 2006

20. Amendment period

    By Guest Theresa Irvin, February 11, 1999
    • 10 replies
    • 3.5k views
    • 
    • Alonzo
    • July 31, 2000

21. amendment removing 401(k) deferrals

    By k man, November 25, 2003
    • 3 replies
    • 1.3k views
    • 
    • k man
    • November 25, 2003

22. Amendment Required

    By DPSRich, January 25
    • 6 replies
    • 639 views
    • 
    • DPSRich
    • January 28

23. Amendment Timing

    By Stash026, September 11, 2009
    • 1 reply
    • 1k views
    • 
    • Guest
    • September 11, 2009

24. Amendment Timing

    By John K, June 14, 2024
    • 2 replies
    • 1.1k views
    • 
    • acm_acm
    • June 18, 2024

25. amendment to a SH plan

    By Guest plan admin questions, May 24, 2011
    • 3 replies
    • 1.7k views
    • 
    • Kevin C
    • May 24, 2011

26. Amendment to add otherwise ineligible participant

    By Guest Powers, March 19, 2007
    • 16 replies
    • 3.4k views
    • 
    • austin3515
    • March 21, 2007

27. Amendment to automatic enrollment mid-year

    By pixiebear, September 12, 2024
    • 0 replies
    • 413 views
    • 
    • pixiebear
    • September 12, 2024

28. Amendment to change definition of compensation

    By 12AX7, July 25, 2011
    • 2 replies
    • 1.6k views
    • 
    • 12AX7
    • July 25, 2011

29. Amendment to Change Method for Crediting Service

    By ERISAAPPLE, November 22, 2017
    • 3 replies
    • 1.2k views
    • 
    • AKconsult
    • November 27, 2017

30. Amendment to Comply with Final 401(k) Regulations

    By smm, February 14, 2006
    • 17 replies
    • 7.5k views
    • 
    • mariemonroe
    • October 20, 2006

31. Amendment to Employer Match-Last Day Requirement

    By Guest mmcc88, April 6, 2006
    • 4 replies
    • 2.2k views
    • 
    • namealreadyinuse
    • April 7, 2006

32. Amendment to Limit HCE to $1 of 401k

    By austin3515, March 31, 2011
    • 7 replies
    • 2k views
    • 
    • Guest
    • July 25, 2011

33. Amendment to pass 410(b)

    By jquazza, February 3, 2004
    • 5 replies
    • 1.6k views
    • 
    • jquazza
    • February 6, 2004

34. Amendment to Safe Harbor 401(k) Plan

    By Guest Celtics, January 31, 2014   

    • safe harbor amendments
    • 8 replies
    • 3.6k views
    • 
    • austin3515
    • February 3, 2014

35. Amendment to Safe Harbor Plan

    By msmith, July 11, 2013
    • 12 replies
    • 7.3k views
    • 
    • msmith
    • July 13, 2013

36. Amendment to switch to prior year testing

    By Guest terryh123, March 12, 2004
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • March 13, 2004

37. amendment vs. restatement

    By Lori H, March 31, 2004
    • 2 replies
    • 4k views
    • 
    • KJohnson
    • March 31, 2004

38. Amendment: Waiver of Eligibility for one specific NHCE participant

    By Ahuntingus, December 13, 2021
    • 7 replies
    • 974 views
    • 
    • EBP
    • December 13, 2021

39. Amendments

    By Scuba 401, December 20, 1999
    • 0 replies
    • 1.3k views
    • 
    • Scuba 401
    • December 20, 1999

40. amendments due this year (DC Plans)

    By Scuba 401, October 29, 2010
    • 2 replies
    • 852 views
    • 
    • Scuba 401
    • October 29, 2010

41. Amendments, Amendments, Amendments....

    By Guest Frank Jackson, March 26, 1999
    • 4 replies
    • 2.2k views
    • 
    • MWeddell
    • March 30, 1999

42. American Co that has Canadian satalite office

    By doombuggy, October 20, 2010
    • 1 reply
    • 890 views
    • 
    • QDROphile
    • October 20, 2010

43. Amnending SH Plan AFTER SH Notice Distributed

    By austin3515, January 2, 2019
    • 12 replies
    • 768 views
    • 
    • shERPA
    • January 4, 2019

44. Amount available for hardship

    By Guest kac1214, May 29, 1999
    • 2 replies
    • 1.5k views
    • 
    • LCARUSI
    • May 30, 1999

45. Amount in board resolution

    By Zorro1k, December 11, 2015   

    • board resolution
    • discretionary
    • (and 1 more)

      Tagged with:

      • board resolution
      • discretionary
      • Profit Sharing
    • 14 replies
    • 4.2k views
    • 
    • Mike Preston
    • May 8, 2017

46. Amount of Corrective QNEC

    By CLE401kGuy, December 20, 2011
    • 0 replies
    • 1.4k views
    • 
    • CLE401kGuy
    • December 20, 2011

47. Amount of Excise Tax from failure of ADP test

    By Brian Gallagher, February 3, 2004
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • February 3, 2004

48. Amount of Match Reduced By Profit Sharing Contribution?

    By KJohnson, February 2, 2000
    • 8 replies
    • 1.7k views
    • 
    • MWeddell
    • February 7, 2000

49. amount of time ...

    By Guest hardluckkid, February 4, 2004
    • 3 replies
    • 1.1k views
    • 
    • mbozek
    • February 5, 2004

50. An after-tax 401(k) account.

    By joel, March 26, 2013
    • 2 replies
    • 1k views
    • 
    • joel
    • March 27, 2013