401(k) Plans

19,275 topics in this forum

1. Change of Valuation Period

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

2. Change plan comp- retroactive correction

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

3. change plan eligibility to get out of LTPTE?

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

4. change plan year end

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

5. Change plan year end

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

6. Change Profit Sharing Formula Mid-Year!

   By Panda, January 18, 2024
   • 9 replies
   • 2.7k views
   • 
   • Bird
   • January 22, 2024

7. Change requirement of eligibility

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

8. 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
   • 785 views
   • 
   • QP_Guy
   • April 7, 2021

9. 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

10. 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

11. Change to Allocation Method After Year End

    By Guest Alan Stonewall, January 7, 2003
    • 10 replies
    • 9.3k views
    • 
    • Mike Preston
    • January 8, 2003

12. Change to an Excluded Class

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

13. Change to Definition of Disability

    By 7806akp, March 5, 2018   

    • is it a change to vesting schedule under 411(a)(10)?
    • 2 replies
    • 1.3k views
    • 
    • 7806akp
    • March 6, 2018

14. Change to Elig for SH Nonelective Mid-Year

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

15. Change to employer directed from employee

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

16. Change to Ineligible Class

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

17. Change to Match Formula - after year end?

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

18. Change to Safe Harbor

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

19. Change to Safe Harbor Formula

    By Stash026, November 19, 2020
    • 7 replies
    • 1k views
    • 
    • Bill Presson
    • November 20, 2020

20. change vesting

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

21. Changed accrual requirements at the end of the year

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

22. changed mind on Safe Harbor

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

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

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

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

    By Guest sallie, August 20, 2004
    • 6 replies
    • 3.5k views
    • 
    • Guest
    • August 24, 2004

25. Changes to safe harbor 401(k)

    By Guest mberk, November 25, 1998
    • 3 replies
    • 1.7k views
    • 
    • MWeddell
    • November 29, 1998

26. Changes to Safe Harbor Match Formula

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

27. 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
    • 1.1k views
    • 
    • annapolitan
    • April 8, 2024

28. 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

29. 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

30. 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

31. Changing a Vesting Schedule

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

32. changing a vesting schedule

    By Guest JBarid, October 24, 2006
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • October 24, 2006

33. Changing ADP test from Prior to Current Year

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

34. Changing ADP Testing btwn current & prior years

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

35. Changing ADP testing methods from current to prior year

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

36. Changing ADP/ACP Testing Methods

    By Lucky32, February 22, 2023
    • 6 replies
    • 2.6k views
    • 
    • BG5150
    • February 28, 2023

37. Changing anniversary date

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

38. Changing beneficiary upon legal separation

    By Guest nsacramento, August 27, 2005
    • 26 replies
    • 26.6k views
    • 
    • MoJo
    • September 13, 2017

39. Changing company match during plan year

    By MWeddell, March 13, 2000
    • 11 replies
    • 4.7k views
    • 
    • Jon Chambers
    • March 21, 2000

40. Changing Contributions in a Money Purchase

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

41. Changing discretionary per-payroll match mid-year

    By AlbanyConsultant, April 12, 2017
    • 3 replies
    • 2.1k views
    • 
    • Tom Poje
    • April 12, 2017

42. Changing EIN Number

    By Stash026, October 1, 2018
    • 8 replies
    • 2.1k views
    • 
    • jpod
    • October 2, 2018

43. Changing eligibility

    By Guest chris4013, May 8, 2003
    • 7 replies
    • 1.8k views
    • 
    • Kirk Maldonado
    • May 13, 2003

44. Changing eligibility by job class

    By jmartin, December 16, 2011
    • 1 reply
    • 870 views
    • 
    • Jim Chad
    • December 17, 2011

45. Changing Eligibility in a SH 401(k) Plan

    By Blinky the 3-eyed Fish, August 1, 2006
    • 4 replies
    • 3.8k views
    • 
    • austin3515
    • August 4, 2006

46. Changing Eligibility Requirements

    By FishOn, April 26, 2024
    • 3 replies
    • 2k views
    • 
    • CuseFan
    • April 26, 2024

47. Changing eligibilty - nondiscriminatory?

    By AlbanyConsultant, February 16, 2017
    • 21 replies
    • 3.3k views
    • 
    • RatherBeGolfing
    • February 22, 2017

48. Changing Entry Dates

    By IRA, August 2, 2013
    • 6 replies
    • 1.8k views
    • 
    • austin3515
    • August 2, 2013

49. Changing entry dates

    By R. Butler, May 10, 2001
    • 4 replies
    • 2k views
    • 
    • wmyer
    • May 11, 2001

50. Changing Entry Dates

    By Monica Barnard, October 27, 2011
    • 12 replies
    • 3.2k views
    • 
    • Monica Barnard
    • October 31, 2011