401(k) Plans

19,321 topics in this forum

1. Change name on account of deceased employee?

   By AnnCK, April 27, 2023
   • 5 replies
   • 1.2k views
   • 
   • bito'money
   • May 2, 2023

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

   By enzamatic, August 25, 2016   

   • 401k loan principle reduction
   • 14 replies
   • 5.3k views
   • 
   • enzamatic
   • August 30, 2016

3. Change of employment to foreign plan sponsor

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

4. Change of entity and ID #

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

5. Change of entry point

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

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

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

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

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

8. Change of Plan Year to Get Safe Harbor

   By austin3515, January 4, 2012
   • 6 replies
   • 1.2k views
   • 
   • austin3515
   • January 5, 2012

9. 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

10. Change of Union Status for ADP/ACP testing

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

11. Change of Valuation Period

    By Hoard1, June 10, 2001
    • 4 replies
    • 1.9k views
    • 
    • MWeddell
    • June 11, 2001

12. Change plan comp- retroactive correction

    By jmartin, June 12, 2013
    • 3 replies
    • 922 views
    • 
    • jmartin
    • June 12, 2013

13. change plan eligibility to get out of LTPTE?

    By AlbanyConsultant, December 22, 2023
    • 3 replies
    • 749 views
    • 
    • austin3515
    • December 29, 2023

14. change plan year end

    By wsp, December 20, 2002
    • 1 reply
    • 1.8k views
    • 
    • chris
    • December 30, 2002

15. Change plan year end

    By Guest Tara Curran, July 30, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • July 30, 2001

16. Change Profit Sharing Formula Mid-Year!

    By Panda, January 18, 2024
    • 9 replies
    • 3k views
    • 
    • Bird
    • January 22, 2024

17. Change requirement of eligibility

    By Guest LTurner, June 15, 2001
    • 1 reply
    • 1.7k views
    • 
    • Tom Poje
    • June 18, 2001

18. Change Safe Harbor Formula Mid-Year

    By Jennifer D., April 6, 2021   

    • secure
    • safe harbor
    • (and 1 more)

      Tagged with:

      • secure
      • safe harbor
      • nonelective
    • 2 replies
    • 827 views
    • 
    • QP_Guy
    • April 7, 2021

19. Change Safe harbor from match to non-elective

    By ombskid, December 21, 2007
    • 1 reply
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • December 21, 2007

20. Change SH Type for 1/1/17 after 11/30/16

    By Danny CPA, December 10, 2016
    • 12 replies
    • 1.4k views
    • 
    • rcline46
    • December 14, 2016

21. Change to Allocation Method After Year End

    By Guest Alan Stonewall, January 7, 2003
    • 10 replies
    • 9.4k views
    • 
    • Mike Preston
    • January 8, 2003

22. Change to an Excluded Class

    By Guest andmik, June 11, 2010
    • 3 replies
    • 2.5k views
    • 
    • Mike Preston
    • June 11, 2010

23. Change to Definition of Disability

    By 7806akp, March 5, 2018   

    • is it a change to vesting schedule under 411(a)(10)?
    • 2 replies
    • 1.4k views
    • 
    • 7806akp
    • March 6, 2018

24. Change to Elig for SH Nonelective Mid-Year

    By Laura Harrington, September 30, 2009
    • 3 replies
    • 1.3k views
    • 
    • Kevin C
    • October 1, 2009

25. Change to employer directed from employee

    By Guest S FISCHER, May 8, 2002
    • 19 replies
    • 3k views
    • 
    • mbozek
    • May 10, 2002

26. Change to Ineligible Class

    By rlb64, May 6, 2005
    • 4 replies
    • 2.7k views
    • 
    • david rigby
    • May 7, 2005

27. Change to Match Formula - after year end?

    By jmartin, February 24, 2017
    • 5 replies
    • 765 views
    • 
    • Kevin C
    • March 1, 2017

28. Change to Safe Harbor

    By Dougsbpc, April 24, 2010
    • 1 reply
    • 1k views
    • 
    • Tom Poje
    • April 26, 2010

29. Change to Safe Harbor Formula

    By Stash026, November 19, 2020
    • 7 replies
    • 1.1k views
    • 
    • Bill Presson
    • November 20, 2020

30. change vesting

    By Guest Moira, August 29, 2006
    • 5 replies
    • 1.7k views
    • 
    • PMC
    • August 30, 2006

31. Changed accrual requirements at the end of the year

    By Guest elirpa, February 5, 2004
    • 7 replies
    • 3.8k views
    • 
    • Guest
    • February 9, 2004

32. changed mind on Safe Harbor

    By Guest JBarid, January 10, 2007
    • 2 replies
    • 1.2k views
    • 
    • Leopurrd
    • January 10, 2007

33. Changes in 2010 SE Calculation... Or Not?

    By austin3515, January 27, 2011
    • 12 replies
    • 1.8k views
    • 
    • 12AX7
    • March 23, 2011

34. Changes in deferral pescentages - how often is OK?

    By Guest sallie, August 20, 2004
    • 6 replies
    • 4k views
    • 
    • Guest
    • August 24, 2004

35. Changes to safe harbor 401(k)

    By Guest mberk, November 25, 1998
    • 3 replies
    • 1.8k views
    • 
    • MWeddell
    • November 29, 1998

36. Changes to Safe Harbor Match Formula

    By Guest Cheri_Rose, October 6, 2006
    • 3 replies
    • 1.3k views
    • 
    • blue
    • October 7, 2006

37. Changing "Sole Prop." to "LLC/S-Corp" with new EIN # in the same Solo 401k?

    By annapolitan, April 7, 2024   

    • solo401k
    • llc
    • (and 2 more)

      Tagged with:

      • solo401k
      • llc
      • s-corp
      • 5500ez
    • 3 replies
    • 1.5k views
    • 
    • annapolitan
    • April 8, 2024

38. Changing 401(k) from 1-person corp to sole proprietorship

    By Guest hk73, December 19, 2005
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • December 19, 2005

39. Changing a fiscal year plan to a calendar year plan with the plan sponsor remaining on the fiscal year

    By Guest Diane DuFresne, November 27, 2013
    • 1 reply
    • 2.9k views
    • 
    • BG5150
    • November 27, 2013

40. Changing a safe harbor match plan to allow 'true-up of contribution' in current year

    By cpc0506, January 29, 2010
    • 2 replies
    • 1.5k views
    • 
    • MSN
    • January 29, 2010

41. Changing a Vesting Schedule

    By Guest Steve Nolan, November 11, 1998
    • 5 replies
    • 2.7k views
    • 
    • Guest
    • November 11, 1998

42. changing a vesting schedule

    By Guest JBarid, October 24, 2006
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • October 24, 2006

43. Changing ADP test from Prior to Current Year

    By Jed Macy, March 1, 2007
    • 1 reply
    • 2.7k views
    • 
    • Tom Poje
    • March 1, 2007

44. Changing ADP Testing btwn current & prior years

    By TPApril, November 27, 2023
    • 3 replies
    • 798 views
    • 
    • TPApril
    • November 28, 2023

45. Changing ADP testing methods from current to prior year

    By Guest PSHowell, February 27, 2004
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • February 27, 2004

46. Changing ADP/ACP Testing Methods

    By Lucky32, February 22, 2023
    • 6 replies
    • 2.7k views
    • 
    • BG5150
    • February 28, 2023

47. Changing anniversary date

    By Guest Kelly Igel, January 28, 2002
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • January 28, 2002

48. Changing beneficiary upon legal separation

    By Guest nsacramento, August 27, 2005
    • 26 replies
    • 27.1k views
    • 
    • MoJo
    • September 13, 2017

49. Changing company match during plan year

    By MWeddell, March 13, 2000
    • 11 replies
    • 4.8k views
    • 
    • Jon Chambers
    • March 21, 2000

50. Changing Contributions in a Money Purchase

    By Guest Retirementadmin012, March 26, 2009
    • 2 replies
    • 989 views
    • 
    • Guest
    • March 27, 2009