401(k) Plans

19,275 topics in this forum

1. Change amount of deferrals.

   By Guest Michael Spaid, April 27, 1999
   • 2 replies
   • 2.6k views
   • 
   • MWeddell
   • April 28, 1999

2. Change Eligibility Requirements Temporarily?

   By Lucky32, December 22, 2022
   • 2 replies
   • 556 views
   • 
   • CuseFan
   • December 22, 2022

3. Change Employer Matching Contribution

   By Guest Sara H, August 3, 1999
   • 1 reply
   • 1.6k views
   • 
   • Guest
   • August 5, 1999

4. Change for stricter eligibility

   By Guest Peggy806, May 20, 2011
   • 18 replies
   • 6.2k views
   • 
   • BG5150
   • May 1, 2018

5. Change from After-tax to Pre-tax dollars.

   By Guest yahoo, June 10, 1999
   • 3 replies
   • 2.1k views
   • 
   • Kathy
   • June 11, 1999

6. Change from ESOP to P/S

   By Guest Lucy, March 16, 1999
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • March 16, 1999

7. Change from participant directed acc't to trustee directed

   By pgold, June 5, 2013
   • 4 replies
   • 1.5k views
   • 
   • Jim Chad
   • June 6, 2013

8. Change from SH match to 3% SHNEC after match notice?

   By digger, November 30, 2020
   • 2 replies
   • 565 views
   • 
   • digger
   • December 1, 2020

9. Change in 401K plans

   By Guest HRISGal, November 15, 2006
   • 2 replies
   • 1.2k views
   • 
   • Guest
   • November 16, 2006

10. Change in Allocation Formula

    By Guest amm19, November 6, 2002
    • 8 replies
    • 1.6k views
    • 
    • KJohnson
    • November 8, 2002

11. Change in business structure, what to do with 401k?

    By Guest LTurner, May 10, 2002
    • 3 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • May 14, 2002

12. Change in Control.

    By Alex Daisy, February 9, 2009
    • 1 reply
    • 1.5k views
    • 
    • J Simmons
    • February 9, 2009

13. Change in Controlled Group - affect on 401(k)

    By M Norton, January 20, 2022   

    • controlled group change
    • mixed plans
    • 1 reply
    • 808 views
    • 
    • Luke Bailey
    • January 24, 2022

14. Change in controlled group and prior year testing

    By RDY2RTR, September 10, 2010
    • 1 reply
    • 976 views
    • 
    • Kevin C
    • September 10, 2010

15. Change in election amount

    By Guest Nini, June 21, 2007
    • 7 replies
    • 2.2k views
    • 
    • John Feldt ERPA CPC QPA
    • June 26, 2007

16. Change in Eligiblity

    By coleboy, January 19, 2017
    • 2 replies
    • 411 views
    • 
    • RatherBeGolfing
    • January 19, 2017

17. Change in employee classification

    By Guest Tara Curran, January 23, 2002
    • 2 replies
    • 1.7k views
    • 
    • imchipbrown
    • January 25, 2002

18. Change in hours required for vesting

    By 401(k)athryn, June 27, 2018   

    • vesting
    • 8 replies
    • 1.3k views
    • 
    • Sellarsian
    • June 29, 2018

19. Change In Investment Options

    By Guest Tom:, April 4, 2011
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • April 7, 2011

20. Change in Match -- Any issues?

    By Mr Bagwell, July 26, 2016   

    • match
    • 4 replies
    • 935 views
    • 
    • Mr Bagwell
    • July 26, 2016

21. Change in NRA for Money Purchase Plans

    By Guest Madison, June 14, 2007
    • 1 reply
    • 1.2k views
    • 
    • KJohnson
    • June 14, 2007

22. Change in ownership

    By 52626, December 16, 2014
    • 3 replies
    • 1.3k views
    • 
    • Tom Poje
    • December 16, 2014

23. Change in ownership

    By austin3515, July 6, 2010
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • July 6, 2010

24. Change in Ownership - Closely Held Corp. Top Heavy Requirements

    By LangLangTPA, February 16, 2015
    • 2 replies
    • 980 views
    • 
    • Kevin C
    • February 16, 2015

25. Change in partnership

    By pmacduff, November 7, 2014
    • 6 replies
    • 963 views
    • 
    • pmacduff
    • November 12, 2014

26. Change in payroll period - affect on loans

    By cpc0506, June 5, 2012
    • 4 replies
    • 1.5k views
    • 
    • masteff
    • June 6, 2012

27. Change in Plan Sponsor

    By MGOAdmin, March 20, 2020   

    • plan sponsor
    • sale of business
    • 1 reply
    • 705 views
    • 
    • Bill Presson
    • March 20, 2020

28. Change in Plan Sponsor - Amended and Restated Plan

    By Alex Daisy, December 4, 2008
    • 7 replies
    • 3.4k views
    • 
    • jpod
    • December 8, 2008

29. Change in Plan Sponsor?

    By Guest moltengater, October 7, 2005
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • October 8, 2005

30. Change in Plan Year Prior to Establishing Safe Harbor 401(k)

    By WDIK, June 1, 2004
    • 1 reply
    • 1k views
    • 
    • g8r
    • June 2, 2004

31. Change in plan year.

    By SMB, December 20, 2001
    • 1 reply
    • 1.6k views
    • 
    • wmyer
    • December 21, 2001

32. Change in SH contribution type

    By Guest PCS Inc, August 19, 2009
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • August 20, 2009

33. Change in Sponsor's Business Arrangement

    By J Simmons, November 6, 2024
    • 1 reply
    • 449 views
    • 
    • Lou S.
    • November 7, 2024

34. change in vesting method

    By Guest EDSAADE, November 3, 2003
    • 6 replies
    • 1.6k views
    • 
    • Brian Gallagher
    • November 4, 2003

35. Change in Vesting schedule

    By John Feldt ERPA CPC QPA, February 8, 2011
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • February 8, 2011

36. Change in vesting schedule

    By QNPG, February 8, 2011
    • 1 reply
    • 1.1k views
    • 
    • Jim Chad
    • February 9, 2011

37. Change in vesting schedule

    By Doghouse, February 2, 2010
    • 0 replies
    • 1.2k views
    • 
    • Doghouse
    • February 2, 2010

38. Change in Vesting Schedule? Or Not?

    By Briandfox, January 22, 2015
    • 3 replies
    • 1.3k views
    • 
    • BG5150
    • January 23, 2015

39. Change in Vesting Schedule.

    By Guest Thornton, December 26, 1998
    • 1 reply
    • 2k views
    • 
    • Dave Baker
    • December 27, 1998

40. Change initial Plan Year for SH Plan?

    By BG5150, July 23, 2019
    • 2 replies
    • 564 views
    • 
    • Luke Bailey
    • July 24, 2019

41. Change name on account of deceased employee?

    By AnnCK, April 27, 2023
    • 5 replies
    • 1.1k views
    • 
    • bito'money
    • May 2, 2023

42. Change of 401k providers, changed repayment (principal reduction) rule?

    By enzamatic, August 25, 2016   

    • 401k loan principle reduction
    • 14 replies
    • 4.6k views
    • 
    • enzamatic
    • August 30, 2016

43. Change of employment to foreign plan sponsor

    By John A, July 11, 2001
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • July 12, 2001

44. Change of entity and ID #

    By Guest EPS2, May 6, 2008
    • 2 replies
    • 1.8k views
    • 
    • Bird
    • May 6, 2008

45. Change of entry point

    By Guest Looser, December 18, 2001
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • December 19, 2001

46. Change of force out back to $5,000

    By Jim Chad, May 7, 2008
    • 5 replies
    • 1.7k views
    • 
    • masteff
    • May 8, 2008

47. Change of Ownership for a Company taxed as a Partnership

    By Vlad401k, November 24, 2020
    • 1 reply
    • 471 views
    • 
    • Bird
    • November 24, 2020

48. Change of Plan Year to Get Safe Harbor

    By austin3515, January 4, 2012
    • 6 replies
    • 1.1k views
    • 
    • austin3515
    • January 5, 2012

49. Change of the Timing of Distributions

    By John Feldt ERPA CPC QPA, March 9, 2006
    • 2 replies
    • 1.9k views
    • 
    • John Feldt ERPA CPC QPA
    • March 9, 2006

50. Change of Union Status for ADP/ACP testing

    By Guest jvi, July 6, 1999
    • 6 replies
    • 3.3k views
    • 
    • MWeddell
    • March 28, 2002