401(k) Plans

19,320 topics in this forum

1. Auto Enrollment / Permissible Withdrawals

   By austin3515, April 24, 2017
   • 5 replies
   • 977 views
   • 
   • ESOP Guy
   • April 25, 2017

2. Auto enrollment & Control Groups

   By Guest M. Martin, May 16, 2007
   • 1 reply
   • 1.5k views
   • 
   • J Simmons
   • May 16, 2007

3. auto enrollment & Entry Dates

   By TPApril, August 24, 2023
   • 1 reply
   • 436 views
   • 
   • EPCRSGuru
   • August 25, 2023

4. Auto Enrollment & Military Leave

   By Guest igglesfan, December 14, 2007
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • December 14, 2007

5. Auto Enrollment and Immediate Entry Date and Administrative Lag

   By CO Bank, April 28, 2015
   • 3 replies
   • 3.3k views
   • 
   • Kevin C
   • June 4, 2015

6. auto enrollment and rehires

   By K2retire, October 17, 2012
   • 3 replies
   • 4.9k views
   • 
   • BG5150
   • October 18, 2012

7. Auto enrollment cessation

   By Dave N, January 19, 2024
   • 3 replies
   • 810 views
   • 
   • Dave N
   • January 20, 2024

8. auto enrollment failure

   By Earl, January 7, 2016
   • 4 replies
   • 1.2k views
   • 
   • EBECatty
   • January 8, 2016

9. Auto enrollment failure - Is retroactive opt out permitted?

   By Clare, August 9, 2018
   • 2 replies
   • 591 views
   • 
   • K2
   • August 11, 2018

10. Auto Enrollment for New Plans - Auto Enroll Everyone or New Hires?

    By austin3515, December 5, 2023
    • 34 replies
    • 4.8k views
    • 
    • RatherBeGolfing
    • January 24, 2025

11. Auto enrollment for plans that join a PEP or MEP which was established after 12/29/2022

    By jsample, January 24, 2024
    • 1 reply
    • 1.1k views
    • 
    • Paul I
    • January 24, 2024

12. auto enrollment for pre-12/29/22 plans and LTPTE

    By AlbanyConsultant, November 29, 2023
    • 1 reply
    • 500 views
    • 
    • Peter Gulia
    • November 29, 2023

13. auto enrollment for rehires who opted out previously

    By TPApril, October 31, 2025
    • 2 replies
    • 462 views
    • 
    • Artie M
    • October 31, 2025

14. Auto enrollment immediate eligibility

    By Guest IRISH79, March 15, 2007
    • 2 replies
    • 2.5k views
    • 
    • JanetM
    • March 15, 2007

15. Auto enrollment procedures

    By Santo Gold, August 11, 2025
    • 4 replies
    • 2.3k views
    • 
    • Peter Gulia
    • September 2, 2025

16. Auto Enrollment Required?

    By Barbara, October 11, 2023
    • 3 replies
    • 937 views
    • 
    • Barbara
    • October 12, 2023

17. Auto enrollment requirements for controlled group

    By B21, December 19, 2024
    • 0 replies
    • 417 views
    • 
    • B21
    • December 19, 2024

18. Auto Enrollment Tax Credit

    By austin3515, November 11, 2020
    • 3 replies
    • 659 views
    • 
    • Catch22PGM
    • November 17, 2020

19. auto enrollment to pretax or Roth

    By WCC, March 22, 2022
    • 3 replies
    • 642 views
    • 
    • Peter Gulia
    • March 24, 2022

20. Auto enrollment to Roth 401(k)

    By JRN, September 22, 2016
    • 21 replies
    • 3.9k views
    • 
    • TPAJake
    • October 5, 2016

21. Auto Enrollment Trends

    By TPApril, September 21, 2023
    • 0 replies
    • 359 views
    • 
    • TPApril
    • September 21, 2023

22. Auto Enrollment with annual 1% increases

    By Guest M. Martin, January 22, 2009
    • 6 replies
    • 2.5k views
    • 
    • J Simmons
    • January 24, 2009

23. Auto enrollment withdrawals

    By Dazednconfused, August 31, 2009
    • 0 replies
    • 1.1k views
    • 
    • Dazednconfused
    • August 31, 2009

24. Auto enrollment, withdrawal, ADP and 5500

    By Dazednconfused, July 2, 2009
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • July 3, 2009

25. Auto Escalation

    By austin3515, October 24, 2014
    • 4 replies
    • 1.1k views
    • 
    • austin3515
    • October 24, 2014

26. Auto Escalation and Flat Dollar Deferral Elections

    By EagerToKnow, November 22, 2019   

    • automatic escalation
    • limit
    • (and 1 more)

      Tagged with:

      • automatic escalation
      • limit
      • automatic
    • 3 replies
    • 6.1k views
    • 
    • C. B. Zeller
    • November 25, 2019

27. Auto Increase

    By Guest GoHeels1282, July 24, 2012
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • July 25, 2012

28. Auto Increases under an EACA

    By austin3515, May 7, 2020
    • 1 reply
    • 508 views
    • 
    • Luke Bailey
    • May 8, 2020

29. Auto Rollover amendments

    By Guest sherrycash, March 14, 2005
    • 6 replies
    • 1.5k views
    • 
    • Guest
    • March 16, 2005

30. Auto rollover on plan terminations

    By Guest Do, February 4, 2005
    • 7 replies
    • 2.3k views
    • 
    • mbozek
    • February 9, 2005

31. Auto-enrollment

    By Guest ppapdx, October 8, 2013
    • 1 reply
    • 950 views
    • 
    • BG5150
    • October 8, 2013

32. Auto-Enrollment

    By jpod, July 1, 2019
    • 6 replies
    • 753 views
    • 
    • RatherBeGolfing
    • July 2, 2019

33. Auto-enrollment correction Rev. Proc. 2015-28

    By Zorro1k, September 3, 2015   

    • 2015-28
    • Auto-enroll
    • (and 1 more)

      Tagged with:

      • 2015-28
      • Auto-enroll
      • correction
    • 5 replies
    • 2k views
    • 
    • Mike Preston
    • September 4, 2015

34. Auto-enrollment grandfathering

    By Belgarath, September 25, 2023
    • 2 replies
    • 439 views
    • 
    • Belgarath
    • September 25, 2023

35. Auto-escalate mid plan year tied to salary increases?

    By Steamboat, January 25, 2021
    • 2 replies
    • 721 views
    • 
    • david rigby
    • January 28, 2021

36. Auto-Escalate Notice

    By Steamboat, February 2, 2023
    • 1 reply
    • 397 views
    • 
    • Philly9
    • February 4, 2023

37. Auto-Increase mistakes

    By fiona1, November 12, 2009
    • 2 replies
    • 1.3k views
    • 
    • RCK
    • November 13, 2009

38. Auto-IRA Mandate in NY

    By metsfan026, November 22, 2021
    • 1 reply
    • 333 views
    • 
    • Peter Gulia
    • November 22, 2021

39. Auto-Revocation Clause in Plan if Later Divorce Spouse Enforceable

    By Charles, June 6, 2019
    • 4 replies
    • 1.6k views
    • 
    • Charles
    • October 9, 2019

40. AutoEnroll and Matching Contributions

    By Guest caseyb, August 11, 2009
    • 1 reply
    • 983 views
    • 
    • GMK
    • August 12, 2009

41. Autoenrollment Implementation

    By alexa, April 21, 2006
    • 0 replies
    • 1k views
    • 
    • alexa
    • April 21, 2006

42. autoenrollment refund?

    By Jim Chad, October 5, 2016
    • 2 replies
    • 648 views
    • 
    • Jim Chad
    • October 5, 2016

43. Automatic 401(k) Enrollment

    By Guest Sheree Wynn, November 18, 1998
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • November 18, 1998

44. Automatic 401(k) enrollment

    By Guest rickjim, October 2, 1998
    • 1 reply
    • 4.4k views
    • 
    • Guest
    • October 2, 1998

45. automatic cashout violation

    By Guest britneyspears, October 6, 2005
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • October 6, 2005

46. Automatic Contribution Arrangement

    By Randy Watson, November 11, 2010
    • 0 replies
    • 1.1k views
    • 
    • Randy Watson
    • November 11, 2010

47. Automatic Contribution Arrangement expiration

    By Guest Jones01, March 29, 2013
    • 0 replies
    • 994 views
    • 
    • Guest
    • March 29, 2013

48. Automatic Contribution Escalation

    By PMC, August 18, 2006
    • 3 replies
    • 1.7k views
    • 
    • PMC
    • September 5, 2006

49. automatic deferrals and QACA

    By Scuba 401, September 21, 2010
    • 4 replies
    • 1.4k views
    • 
    • Scuba 401
    • September 22, 2010

50. Automatic Distributions - finding old participants

    By Guest Karen Renee, March 3, 1999
    • 7 replies
    • 1.7k views
    • 
    • david rigby
    • June 23, 1999