401(k) Plans

19,320 topics in this forum

1. Amending Safe Harbor

   By MGOAdmin, March 25, 2015   

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

2. Amending Safe Harbor Plan

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

3. Amending Safe Harbor Plans

   By MGOAdmin, January 28, 2014   

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

4. Amending SH effective date

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

5. Amending SH Nonelective plan with "maybe" notice

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

6. Amending SIMPLE 401k to 401k

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

7. Amending Standardized Plan

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

8. Amending Terminating 401(k) for SBJPA

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

9. Amending the Adoption Agreement

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

10. 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

11. Amending the Profit Sharing feature of a SH Plan

    By Barbara, October 25, 2018
    • 8 replies
    • 3.9k views
    • 
    • Kevin C
    • October 31, 2018

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

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

13. Amending to Provide a Safe Harbor Match

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

14. Amending today at 4% SHNEc for 2020

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

15. Amending Vesting Schedule

    By austin3515, February 27, 2018
    • 24 replies
    • 6.2k views
    • 
    • Rafael
    • November 18, 2020

16. 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

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

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

18. Amendment adding Roth provision

    By Doghouse, September 27, 2019
    • 4 replies
    • 1.9k views
    • 
    • Doc Ument
    • September 27, 2019

19. Amendment and effect on eligibility

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

20. Amendment Checklist

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

21. Amendment due date

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

22. Amendment Notice - change in eligibility

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

23. Amendment of eligibility rules/entry dates

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

24. Amendment of Match Formula

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

25. 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

26. Amendment of plans for TRA '86

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

27. Amendment of Safe Harbor 401(k)

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

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

    By movedon, March 14, 2006
    • 1 reply
    • 1.2k views
    • 
    • Bob R
    • March 15, 2006

29. Amendment period

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

30. amendment removing 401(k) deferrals

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

31. Amendment Required

    By DPSRich, January 25, 2025
    • 6 replies
    • 689 views
    • 
    • DPSRich
    • January 28, 2025

32. Amendment Timing

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

33. Amendment Timing

    By John K, June 14, 2024
    • 2 replies
    • 1.2k views
    • 
    • acm_acm
    • June 18, 2024

34. amendment to a SH plan

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

35. Amendment to add otherwise ineligible participant

    By Guest Powers, March 19, 2007
    • 16 replies
    • 3.5k views
    • 
    • austin3515
    • March 21, 2007

36. Amendment to automatic enrollment mid-year

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

37. Amendment to change definition of compensation

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

38. Amendment to Change Method for Crediting Service

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

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

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

40. Amendment to Employer Match-Last Day Requirement

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

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

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

42. Amendment to pass 410(b)

    By jquazza, February 3, 2004
    • 5 replies
    • 1.7k views
    • 
    • jquazza
    • February 6, 2004

43. 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

44. Amendment to Safe Harbor Plan

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

45. Amendment to switch to prior year testing

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

46. amendment vs. restatement

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

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

    By Ahuntingus, December 13, 2021
    • 7 replies
    • 1k views
    • 
    • EBP
    • December 13, 2021

48. Amendments

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

49. amendments due this year (DC Plans)

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

50. Amendments, Amendments, Amendments....

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