Message Boards Digest, as of November 4, 2025

Message Boards Digest

November 4, 2025

metsfan026 created a topic in 401(k) Plans

Timing of Amendment for Change to Match

"What is the required time necessary to amend a matching contribution? Currently it is a mandatory match, but they want to switch it to discretionary (it is not a Safe Harbor Match). Do they need to give more than 30 days notice? In other words do they still have time to make the change for 2026?"

2 replies so far |

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SSRRS created a topic in Form 5500

Amend 5500 and Also Check Off 5558?

"Is there an issue, if amending a 5500 for the current year to have both the 5558 box and the amended box checked off, or don't confuse things and just ck off amended?"

3 replies so far |

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