401(k) Plans

19,275 topics in this forum

1. Coordination of 403(b) and 401(k) Plans

   By truphao, June 6, 2023
   • 5 replies
   • 629 views
   • 
   • Ilene Ferenczy
   • June 8, 2023

2. coordination of benefits between two plans

   By BW, October 27, 2018
   • 4 replies
   • 634 views
   • 
   • imchipbrown
   • October 29, 2018

3. coordination of deferral limits in different plans

   By Craig Garner, February 23, 2009
   • 2 replies
   • 2.3k views
   • 
   • Kevin C
   • February 23, 2009

4. coordination of SEP and 401k plan

   By Gary, June 1, 2011
   • 5 replies
   • 2.5k views
   • 
   • austin3515
   • June 1, 2011

5. Corbel / Collapsible Adoption Agreement

   By austin3515, April 24, 2019
   • 7 replies
   • 2.7k views
   • 
   • Bird
   • April 26, 2019

6. Corbel auto rollover amendment package?

   By Guest padmin, March 3, 2005
   • 2 replies
   • 1.4k views
   • 
   • E as in ERISA
   • March 3, 2005

7. Corbel Prototype

   By Archimage, April 6, 2006
   • 6 replies
   • 1.8k views
   • 
   • namealreadyinuse
   • April 7, 2006

8. Corbel vs Accudraft

   By Guest Giovanni, August 27, 2004
   • 9 replies
   • 2.9k views
   • 
   • Archimage
   • October 27, 2005

9. Cornona Virus distribution

   By Lou81, April 9, 2020   

   • cares act
   • 4 replies
   • 861 views
   • 
   • Luke Bailey
   • May 18, 2020

10. Corona Virus and 401k Deferrals

    By mjf06241972, March 22, 2020
    • 2 replies
    • 679 views
    • 
    • Larry Starr
    • March 23, 2020

11. Coronavirus DIstribution Timing

    By Christine Roberts, June 4, 2021
    • 11 replies
    • 1.6k views
    • 
    • MoJo
    • June 8, 2021

12. Coronavirus Related Distribution

    By ErisaGeek, April 1, 2020
    • 0 replies
    • 291 views
    • 
    • ErisaGeek
    • April 1, 2020

13. Coronavirus-Related Distributions

    By EBECatty, March 31, 2020
    • 13 replies
    • 1.8k views
    • 
    • justanotheradmin
    • April 7, 2020

14. Coronavirus-Related Distributions - Mandatory Distributions

    By EBECatty, April 1, 2020
    • 2 replies
    • 457 views
    • 
    • RatherBeGolfing
    • April 2, 2020

15. Corp Tax Deadline and PS Funding

    By Guest saotampa, February 23, 2007
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • February 23, 2007

16. Corp Tax Return Filing Deadline 2008

    By Guest saotampa, April 17, 2009
    • 2 replies
    • 1.1k views
    • 
    • 401king
    • April 17, 2009

17. Corp. A has no Plan, buys Corp. B which has a 401(k) in a stock sale and....stock purchase

    By RayJJohnsonJr, April 7, 2020
    • 9 replies
    • 918 views
    • 
    • RayJJohnsonJr
    • April 7, 2020

18. Corp. Tax Deadline

    By Guest CCarter, January 8, 2003
    • 2 replies
    • 1.4k views
    • 
    • Archimage
    • January 9, 2003

19. Corporate Mergers - 401k plans and testing

    By Guest Kerry, October 20, 1998
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • November 10, 1998

20. Corporate Restructuring--Single 401k

    By sloble@crowleyfleck.com, December 8, 2004
    • 1 reply
    • 1k views
    • 
    • Alf
    • December 8, 2004

21. Corporate taxes in relation to 401(k) contribution matching

    By Guest bwhitaker, January 28, 2004
    • 2 replies
    • 1.3k views
    • 
    • Kirk Maldonado
    • January 31, 2004

22. Corporate Trustees

    By Guest JEP, October 23, 2001
    • 3 replies
    • 1.9k views
    • 
    • QDROphile
    • October 24, 2001

23. Corporate trusteeship versus self-trusteeship? Ramifications of both?

    By Guest Kent Scrivener, March 14, 2000
    • 3 replies
    • 1.5k views
    • 
    • Jon Chambers
    • March 21, 2000

24. correct ADP before 401b?

    By AlbanyConsultant, February 25, 2015
    • 9 replies
    • 1.8k views
    • 
    • AlbanyConsultant
    • March 3, 2015

25. correct amount to report on 1099

    By k man, July 8, 2004
    • 20 replies
    • 2.6k views
    • 
    • TBob
    • July 13, 2004

26. Correct Matching Schedule

    By Guest JWBrown, March 22, 2000
    • 6 replies
    • 1.5k views
    • 
    • John A
    • March 27, 2000

27. Correct year for deferrals to apply against 402(g) limit

    By bdeancpa, September 27, 2023
    • 5 replies
    • 1.4k views
    • 
    • duckthing
    • October 3, 2023

28. Corrected 1099-R

    By austin3515, July 21, 2016
    • 17 replies
    • 2.2k views
    • 
    • austin3515
    • July 22, 2016

29. Corrected 1099s--Participant issues

    By Guest kjcurly, July 26, 2006
    • 2 replies
    • 1.8k views
    • 
    • JanetM
    • July 28, 2006

30. Correcting 1099's

    By Richard Anderson, March 3, 2000
    • 0 replies
    • 1.5k views
    • 
    • Richard Anderson
    • March 3, 2000

31. Correcting 401(k) Deferrals That Went in As Ordinary Instead of Roth

    By 401 Chaos, January 10, 2011
    • 8 replies
    • 7.7k views
    • 
    • DMcGovern
    • January 14, 2011

32. Correcting 401a4 - Gateway for corrections?

    By Guest chris4013, July 21, 2005
    • 2 replies
    • 1.5k views
    • 
    • Archimage
    • July 22, 2005

33. Correcting 404 failures

    By Guest PatLovett, February 14, 2001
    • 6 replies
    • 2.1k views
    • 
    • Guest
    • February 19, 2001

34. Correcting 410(b) failure in controlled group

    By Floridaattorney, November 29, 2013
    • 2 replies
    • 2.4k views
    • 
    • Floridaattorney
    • December 2, 2013

35. Correcting 415 Excess with Matched Deferrals

    By EBECatty, August 22
    • 3 replies
    • 639 views
    • 
    • EBECatty
    • August 25

36. Correcting a failed ACP Test from prior Plan Year

    By msmith, October 3, 2017
    • 3 replies
    • 657 views
    • 
    • msmith
    • October 4, 2017

37. Correcting a Late ACP Testing Failure

    By KMMB, September 17, 2019
    • 0 replies
    • 352 views
    • 
    • KMMB
    • September 17, 2019

38. Correcting a sequence number on a solo 401(k) plan

    By scottsb, March 11, 2022
    • 1 reply
    • 854 views
    • 
    • Bri
    • March 14, 2022

39. Correcting Accounting / Investment Errors

    By Guest RV, May 26, 1999
    • 5 replies
    • 2.6k views
    • 
    • Guest
    • March 3, 2000

40. Correcting ACP with ADP Shift

    By Below Ground, January 24, 2007
    • 2 replies
    • 3.5k views
    • 
    • Below Ground
    • January 28, 2007

41. Correcting ADP Test Failure Under EPCRS

    By Madison71, October 10, 2017
    • 3 replies
    • 999 views
    • 
    • Madison71
    • October 10, 2017

42. Correcting ADP test under EPCRS-5330?

    By BG5150, June 16, 2021
    • 0 replies
    • 357 views
    • 
    • BG5150
    • June 16, 2021

43. Correcting An Account Error

    By Guest Karenm, September 20, 2007
    • 1 reply
    • 1.2k views
    • 
    • QDROphile
    • September 20, 2007

44. Correcting an excess contribution for a participant

    By Guest Judy S, October 25, 2004
    • 7 replies
    • 2.8k views
    • 
    • Belgarath
    • October 27, 2004

45. Correcting an overpayment into 401K

    By Guest starrynight8, April 15, 2009
    • 1 reply
    • 2.1k views
    • 
    • Jim Chad
    • April 15, 2009

46. Correcting Coverage Failure

    By Guest Midas, May 18, 2005
    • 12 replies
    • 6.5k views
    • 
    • Tom Poje
    • May 20, 2005

47. correcting coverage failure

    By Pixie, May 28, 2024
    • 2 replies
    • 785 views
    • 
    • Bill Presson
    • May 29, 2024

48. Correcting Coverage Failure of ASG Plans Where Aggregation is Prohibited

    By Jeff Kirtner, March 25, 2024
    • 2 replies
    • 480 views
    • 
    • Lou S.
    • March 25, 2024

49. Correcting deferral contributions made by ineligible employee

    By Lou81, January 6, 2021   

    • ineligible participant
    • deferrals
    • 26 replies
    • 9.4k views
    • 
    • BG5150
    • September 13, 2021

50. Correcting deferral percentage

    By Bobp, July 27, 2016
    • 0 replies
    • 662 views
    • 
    • Bobp
    • July 27, 2016