401(k) Plans

19,275 topics in this forum

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

   By austin3515, December 5, 2023
   • 34 replies
   • 4.6k views
   • 
   • RatherBeGolfing
   • January 24

2. 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

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

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

4. auto enrollment for rehires who opted out previously

   By TPApril, October 31
   • 2 replies
   • 300 views
   • 
   • Artie M
   • October 31

5. Auto enrollment immediate eligibility

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

6. Auto enrollment procedures

   By Santo Gold, August 11
   • 4 replies
   • 2.2k views
   • 
   • Peter Gulia
   • September 2

7. Auto Enrollment Required?

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

8. Auto enrollment requirements for controlled group

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

9. Auto Enrollment Tax Credit

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

10. auto enrollment to pretax or Roth

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

11. Auto enrollment to Roth 401(k)

    By JRN, September 22, 2016
    • 21 replies
    • 3.8k views
    • 
    • TPAJake
    • October 5, 2016

12. Auto Enrollment Trends

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

13. Auto Enrollment with annual 1% increases

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

14. Auto enrollment withdrawals

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

15. Auto enrollment, withdrawal, ADP and 5500

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

16. Auto Escalation

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

17. 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

18. Auto Increase

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

19. Auto Increases under an EACA

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

20. Auto Rollover amendments

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

21. Auto rollover on plan terminations

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

22. Auto-enrollment

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

23. Auto-Enrollment

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

24. 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

25. Auto-enrollment grandfathering

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

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

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

27. Auto-Escalate Notice

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

28. Auto-Increase mistakes

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

29. Auto-IRA Mandate in NY

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

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

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

31. AutoEnroll and Matching Contributions

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

32. Autoenrollment Implementation

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

33. autoenrollment refund?

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

34. Automatic 401(k) Enrollment

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

35. Automatic 401(k) enrollment

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

36. automatic cashout violation

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

37. Automatic Contribution Arrangement

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

38. Automatic Contribution Arrangement expiration

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

39. Automatic Contribution Escalation

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

40. automatic deferrals and QACA

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

41. Automatic Distributions - finding old participants

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

42. Automatic Enrollment

    By Guest SHM, October 6, 2006
    • 1 reply
    • 1.3k views
    • 
    • RCK
    • October 7, 2006

43. Automatic Enrollment

    By CLE401kGuy, August 31, 2017   

    • automatic enrollment
    • 3 replies
    • 1.2k views
    • 
    • BenefitJack
    • September 2, 2017

44. Automatic Enrollment

    By CLE401kGuy, September 20, 2013
    • 2 replies
    • 1.2k views
    • 
    • Belgarath
    • September 24, 2013

45. automatic enrollment

    By k man, March 22, 2007
    • 0 replies
    • 1.1k views
    • 
    • k man
    • March 22, 2007

46. Automatic Enrollment

    By Guest terric, April 19, 2006
    • 11 replies
    • 3.5k views
    • 
    • Lou S.
    • November 6, 2013

47. Automatic Enrollment

    By Guest Magic, August 1, 2006
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • August 1, 2006

48. Automatic Enrollment

    By Guest Salvador A Mander, October 20, 2011
    • 1 reply
    • 855 views
    • 
    • Guest
    • October 26, 2011

49. Automatic Enrollment

    By John Feldt ERPA CPC QPA, March 23, 2016   

    • Automatic Enrollment
    • default deferral
    • (and 4 more)

      Tagged with:

      • Automatic Enrollment
      • default deferral
      • negative election
      • VCP
      • Self-correction
      • SCP
    • 7 replies
    • 1.5k views
    • 
    • Peter Gulia
    • March 23, 2016

50. Automatic enrollment

    By katieinny, April 26, 2006
    • 3 replies
    • 1.3k views
    • 
    • E as in ERISA
    • April 26, 2006