401(k) Plans

19,321 topics in this forum

1. Changing discretionary per-payroll match mid-year

   By AlbanyConsultant, April 12, 2017
   • 3 replies
   • 2.2k views
   • 
   • Tom Poje
   • April 12, 2017

2. Changing EIN Number

   By Stash026, October 1, 2018
   • 8 replies
   • 2.2k views
   • 
   • jpod
   • October 2, 2018

3. Changing eligibility

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

4. Changing eligibility by job class

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

5. 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

6. Changing Eligibility Requirements

   By FishOn, April 26, 2024
   • 3 replies
   • 2.1k views
   • 
   • CuseFan
   • April 26, 2024

7. Changing eligibilty - nondiscriminatory?

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

8. Changing Entry Dates

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

9. Changing entry dates

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

10. Changing Entry Dates

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

11. Changing entry requirements

    By jkharvey, October 11, 2006
    • 2 replies
    • 1.2k views
    • 
    • jkharvey
    • October 12, 2006

12. changing frequency of Safe Harbor Match

    By 52626, May 3, 2016
    • 1 reply
    • 962 views
    • 
    • Griswold
    • May 3, 2016

13. changing from actual hours counting to elapsed time

    By Guest anne1, March 29, 2006
    • 2 replies
    • 4.5k views
    • 
    • Kirk Maldonado
    • April 10, 2006

14. Changing from eligible to excluded class

    By Debbie A., April 19, 2019
    • 6 replies
    • 6.7k views
    • 
    • Luke Bailey
    • April 22, 2019

15. Changing from fiscal year to calendar year

    By gdlfa, July 28, 2016
    • 2 replies
    • 1.9k views
    • 
    • Tom Poje
    • July 29, 2016

16. Changing from pay-period safe harbor match to annual match

    By Tom, January 29, 2024
    • 2 replies
    • 1.6k views
    • 
    • justanotheradmin
    • January 29, 2024

17. Changing from prior yet to current (or vice versa)

    By BG5150, December 20, 2006
    • 1 reply
    • 1.1k views
    • 
    • Belgarath
    • December 20, 2006

18. changing funds

    By Guest alex, January 22, 2000
    • 6 replies
    • 1.4k views
    • 
    • GBurns
    • February 2, 2000

19. Changing Investment options in 401k plan

    By fynn6%7, November 24, 2015
    • 4 replies
    • 959 views
    • 
    • WCC
    • November 24, 2015

20. Changing Jobs: solo 401k contribution limit

    By dr.j, June 18, 2015
    • 17 replies
    • 2.5k views
    • 
    • Bird
    • June 24, 2015

21. Changing life expectancy once an MRD has started.

    By Guest MarkL, July 30, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • July 30, 1999

22. changing Lump sum distribution to rollover distribution

    By cpc0506, October 4, 2010
    • 3 replies
    • 1k views
    • 
    • masteff
    • October 4, 2010

23. Changing match formula mid-plan year

    By Guest Kelly Igel, October 8, 2001
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • October 23, 2001

24. Changing Matching Contribution Rate

    By Below Ground, June 8, 2006
    • 2 replies
    • 1.1k views
    • 
    • Below Ground
    • June 8, 2006

25. Changing P/S contribution amount

    By Guest emtee, July 3, 2002
    • 15 replies
    • 2.3k views
    • 
    • mbozek
    • July 10, 2002

26. Changing Participant's Account to a Trust

    By Guest andmik, June 2, 2009
    • 1 reply
    • 932 views
    • 
    • QDROphile
    • June 2, 2009

27. changing payroll provider

    By k man, February 27, 2009
    • 2 replies
    • 1.4k views
    • 
    • Pam S.
    • August 4, 2010

28. changing Plan Trustees

    By Lori H, February 7, 2007
    • 3 replies
    • 4.4k views
    • 
    • Lori H
    • February 7, 2007

29. Changing Plan Year

    By Guest kstorch, April 15, 2004
    • 2 replies
    • 1.2k views
    • 
    • RCK
    • April 15, 2004

30. Changing plan year - too late?

    By jmartin, April 3, 2020
    • 2 replies
    • 911 views
    • 
    • Larry Starr
    • April 3, 2020

31. Changing plan year end from 12/30 to 12/31

    By Brian Gallagher, October 13, 2003
    • 4 replies
    • 1.4k views
    • 
    • Alf
    • October 22, 2003

32. Changing Plan Year in a Safe Harbor Plan

    By cpc0506, December 21, 2018
    • 1 reply
    • 1.3k views
    • 
    • Kevin C
    • December 26, 2018

33. changing plan year on a profit sharing plan

    By Lori H, April 12, 2005
    • 6 replies
    • 1.7k views
    • 
    • Lori H
    • April 15, 2005

34. Changing Plan's Eligibility Provisions

    By msmith, March 17, 2010
    • 11 replies
    • 6.5k views
    • 
    • msmith
    • March 19, 2010

35. changing plans

    By Guest stlewis, July 3, 2006
    • 2 replies
    • 1.1k views
    • 
    • Nate X
    • July 3, 2006

36. Changing Provisions to a Safe Harbor Match plan mid year

    By Guest Brenda Schachle, December 20, 2011
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • December 20, 2011

37. Changing QACA percentage mid-year

    By cpc0506, August 26, 2022
    • 0 replies
    • 352 views
    • 
    • cpc0506
    • August 26, 2022

38. Changing Record Keepers

    By Guest stevembauer, August 3, 2002
    • 1 reply
    • 1.5k views
    • 
    • 2muchstress
    • August 3, 2002

39. Changing recordkeeper, trustee, and investment house.

    By Guest Bill55, January 2, 2000
    • 6 replies
    • 2.4k views
    • 
    • Guest
    • May 3, 2000

40. Changing Retirement Plan to a Safe Harbor Plan

    By bpenfold, December 11, 2019   

    • safe habor
    • amendment
    • (and 2 more)

      Tagged with:

      • safe habor
      • amendment
      • change notice
      • late
    • 17 replies
    • 2.4k views
    • 
    • Bird
    • December 16, 2019

41. Changing Safe Harbor Match

    By Guest PBJ, January 18, 2007
    • 1 reply
    • 1.2k views
    • 
    • rcline46
    • January 18, 2007

42. Changing Safe Harbor Match Formula Mid-Year?

    By Guest Gibson, March 23, 2001
    • 5 replies
    • 2.3k views
    • 
    • Richard Anderson
    • April 2, 2001

43. Changing Safe Harbor Match Mid year

    By PMC, February 1, 2007
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • February 2, 2007

44. Changing SH from basic match to 3% non-elective effective 1/1/2025

    By Jakyasar, November 25, 2024
    • 3 replies
    • 953 views
    • 
    • Belgarath
    • December 2, 2024

45. Changing Single Employer Plan to Multiple Employer Plan

    By Guest JackM, October 8, 2005
    • 2 replies
    • 1.5k views
    • 
    • Kirk Maldonado
    • October 10, 2005

46. Changing the Lead Employer in a MEP

    By Sidney, June 15, 2017
    • 4 replies
    • 936 views
    • 
    • Sidney
    • June 23, 2017

47. Changing the match formula in mid-year

    By Santo Gold, March 23, 2005
    • 8 replies
    • 7.7k views
    • 
    • Kirk Maldonado
    • March 25, 2005

48. Changing the matching formula

    By Guest Kelly Igel, December 14, 2001
    • 3 replies
    • 2.8k views
    • 
    • RTK
    • August 29, 2002

49. Changing the Plan Year

    By Nassau, March 16, 2012
    • 1 reply
    • 834 views
    • 
    • ETA Consulting LLC
    • March 16, 2012

50. Changing Third Party Administrator

    By hch4cpa, August 2, 2018
    • 3 replies
    • 1.2k views
    • 
    • Larry Starr
    • August 3, 2018