401(k) Plans

19,275 topics in this forum

1. Changing entry requirements

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

2. changing frequency of Safe Harbor Match

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

3. changing from actual hours counting to elapsed time

   By Guest anne1, March 29, 2006
   • 2 replies
   • 4.4k views
   • 
   • Kirk Maldonado
   • April 10, 2006

4. Changing from eligible to excluded class

   By Debbie A., April 19, 2019
   • 6 replies
   • 6.4k views
   • 
   • Luke Bailey
   • April 22, 2019

5. Changing from fiscal year to calendar year

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

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

   By Tom, January 29, 2024
   • 2 replies
   • 1.4k views
   • 
   • justanotheradmin
   • January 29, 2024

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

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

8. changing funds

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

9. Changing Investment options in 401k plan

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

10. Changing Jobs: solo 401k contribution limit

    By dr.j, June 18, 2015
    • 17 replies
    • 2.3k views
    • 
    • Bird
    • June 24, 2015

11. Changing life expectancy once an MRD has started.

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

12. changing Lump sum distribution to rollover distribution

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

13. Changing match formula mid-plan year

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

14. Changing Matching Contribution Rate

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

15. Changing P/S contribution amount

    By Guest emtee, July 3, 2002
    • 15 replies
    • 2.2k views
    • 
    • mbozek
    • July 10, 2002

16. Changing Participant's Account to a Trust

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

17. changing payroll provider

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

18. changing Plan Trustees

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

19. Changing Plan Year

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

20. Changing plan year - too late?

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

21. 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

22. Changing Plan Year in a Safe Harbor Plan

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

23. changing plan year on a profit sharing plan

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

24. Changing Plan's Eligibility Provisions

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

25. changing plans

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

26. 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

27. Changing QACA percentage mid-year

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

28. Changing Record Keepers

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

29. Changing recordkeeper, trustee, and investment house.

    By Guest Bill55, January 2, 2000
    • 6 replies
    • 2.3k views
    • 
    • Guest
    • May 3, 2000

30. 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
    • 2.3k views
    • 
    • Bird
    • December 16, 2019

31. Changing Safe Harbor Match

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

32. Changing Safe Harbor Match Formula Mid-Year?

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

33. Changing Safe Harbor Match Mid year

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

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

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

35. Changing Single Employer Plan to Multiple Employer Plan

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

36. Changing the Lead Employer in a MEP

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

37. Changing the match formula in mid-year

    By Santo Gold, March 23, 2005
    • 8 replies
    • 7.5k views
    • 
    • Kirk Maldonado
    • March 25, 2005

38. Changing the matching formula

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

39. Changing the Plan Year

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

40. Changing Third Party Administrator

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

41. Changing Vesting Schedules By Amendment

    By Gadgetfreak, August 21, 2009
    • 3 replies
    • 1.8k views
    • 
    • Tom Poje
    • August 24, 2009

42. Chapter 13 (Bankruptcy) and 401k loans

    By Guest Amanda Davis, March 25, 2003
    • 1 reply
    • 1.9k views
    • 
    • QDROphile
    • March 25, 2003

43. Chapter 13 bankruptcy. Can an employee still contribute to the plan as well as make loan payments?

    By Guest Cookiemonster, September 25, 2003
    • 3 replies
    • 1.5k views
    • 
    • Harwood
    • September 26, 2003

44. Characteristic code for Partnersip

    By Guest KVAlbert, June 15, 2011
    • 1 reply
    • 1k views
    • 
    • Lou S.
    • June 15, 2011

45. Charge for "extra" recordkeeping services

    By Guest FREE401k, May 14, 2002
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • May 15, 2002

46. Charge Offs/Write Offs

    By Fredman, December 19, 2001
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • January 3, 2002

47. Charges to Participants' Accounts

    By Scott, July 1, 1999
    • 0 replies
    • 1.4k views
    • 
    • Scott
    • July 1, 1999

48. Charging Administrative Expenses Against Plan Assets

    By Guest L, May 20, 1999
    • 2 replies
    • 1.7k views
    • 
    • Jon Chambers
    • May 28, 1999

49. Charging Administrative Fees to Terminated Vested Participants

    By Randy Watson, July 26, 2005
    • 15 replies
    • 7.3k views
    • 
    • Beltane
    • October 26, 2007

50. Charging Distribution Fee to the participant

    By ErisaGeek, November 2, 2004
    • 2 replies
    • 1.2k views
    • 
    • ErisaGeek
    • November 2, 2004