401(k) Plans

19,321 topics in this forum

1. Certain Terminated Employee

   By fiona1, February 24, 2009
   • 1 reply
   • 2.2k views
   • 
   • J Simmons
   • February 28, 2009

2. Certification that rollover is from an eleigible source

   By Jim Chad, May 22, 2014
   • 0 replies
   • 735 views
   • 
   • Jim Chad
   • May 22, 2014

3. Certifications & Limited scope audits

   By austin3515, September 12, 2002
   • 3 replies
   • 2.4k views
   • 
   • Guest
   • October 3, 2002

4. Cessation of participation by a participating employer

   By pensiongeek, November 4, 2019
   • 2 replies
   • 662 views
   • 
   • buckaroo
   • November 11, 2019

5. Cessation of Safe Harbor Profit Sharing

   By mschwechter, January 26, 2005
   • 2 replies
   • 1.4k views
   • 
   • mbozek
   • January 26, 2005

6. CFO switching to 1099--Would you let him keep paying his loan?

   By TPAJake, December 13, 2016
   • 11 replies
   • 1.4k views
   • 
   • TPAJake
   • December 15, 2016

7. CFP Experience Requirement - TPA

   By ERISA13, May 12, 2015
   • 0 replies
   • 838 views
   • 
   • ERISA13
   • May 12, 2015

8. CG Employer never adopted the plan, but participated

   By BG5150, December 28, 2020
   • 2 replies
   • 805 views
   • 
   • MWeddell
   • December 28, 2020

9. Challenge: How to fix deferrals that should not have been made

   By RayJJohnsonJr, April 22, 2010
   • 2 replies
   • 1.1k views
   • 
   • Bird
   • April 22, 2010

10. Change ADP/ACP testing in mid-year

    By Guest Sieve, July 22, 2008
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • July 23, 2008

11. Change amount of deferrals.

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

12. Change Eligibility Requirements Temporarily?

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

13. Change Employer Matching Contribution

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

14. Change for stricter eligibility

    By Guest Peggy806, May 20, 2011
    • 18 replies
    • 6.3k views
    • 
    • BG5150
    • May 1, 2018

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

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

16. Change from ESOP to P/S

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

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

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

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

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

19. Change in 401K plans

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

20. Change in Allocation Formula

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

21. 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

22. Change in Control.

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

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

    By M Norton, January 20, 2022   

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

24. Change in controlled group and prior year testing

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

25. Change in election amount

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

26. Change in Eligiblity

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

27. Change in employee classification

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

28. Change in hours required for vesting

    By 401(k)athryn, June 27, 2018   

    • vesting
    • 8 replies
    • 1.4k views
    • 
    • Sellarsian
    • June 29, 2018

29. Change In Investment Options

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

30. Change in Match -- Any issues?

    By Mr Bagwell, July 26, 2016   

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

31. Change in NRA for Money Purchase Plans

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

32. Change in ownership

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

33. Change in ownership

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

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

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

35. Change in partnership

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

36. Change in payroll period - affect on loans

    By cpc0506, June 5, 2012
    • 4 replies
    • 1.6k views
    • 
    • masteff
    • June 6, 2012

37. Change in Plan Sponsor

    By MGOAdmin, March 20, 2020   

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

38. Change in Plan Sponsor - Amended and Restated Plan

    By Alex Daisy, December 4, 2008
    • 7 replies
    • 3.6k views
    • 
    • jpod
    • December 8, 2008

39. Change in Plan Sponsor?

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

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

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

41. Change in plan year.

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

42. Change in SH contribution type

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

43. Change in Sponsor's Business Arrangement

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

44. change in vesting method

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

45. Change in Vesting schedule

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

46. Change in vesting schedule

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

47. Change in vesting schedule

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

48. Change in Vesting Schedule? Or Not?

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

49. Change in Vesting Schedule.

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

50. Change initial Plan Year for SH Plan?

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