401(k) Plans

19,275 topics in this forum

1. Correction of late 401(k) deposits after the VFC program

   By buckaroo, November 26, 2003
   • 0 replies
   • 1.4k views
   • 
   • buckaroo
   • November 26, 2003

2. Correction of Late Deposits

   By g bennycon, June 18, 2015
   • 4 replies
   • 1.4k views
   • 
   • g bennycon
   • June 19, 2015

3. Correction on deferral from ineligible comp

   By JKW, September 7, 2016
   • 0 replies
   • 677 views
   • 
   • JKW
   • September 7, 2016

4. Correction or corrective distribution when matching contribution not y

   By John A, March 9, 2000
   • 5 replies
   • 4k views
   • 
   • John A
   • March 10, 2000

5. Correction or corrective distributions of excess aggregate contributio

   By John A, March 10, 2000
   • 1 reply
   • 2k views
   • 
   • Guest
   • March 13, 2000

6. Correction Steps when failure of more than one limit

   By Guest UKH, July 14, 2000
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • July 14, 2000

7. Correction to failed 414s

   By pixmax, January 14, 2009
   • 9 replies
   • 11.9k views
   • 
   • Guest
   • January 16, 2009

8. Correction under EPCRS

   By austin3515, August 29, 2011
   • 1 reply
   • 988 views
   • 
   • DMcGovern
   • August 29, 2011

9. correction under EPCRS for missed deferrals

   By Barbara, May 20, 2019
   • 8 replies
   • 1.3k views
   • 
   • Barbara
   • May 23, 2019

10. Corrections process on errors

    By BellaBee41, August 16, 2024
    • 3 replies
    • 887 views
    • 
    • Paul I
    • August 20, 2024

11. Corrections to HCE Give-backs

    By Cynchbeast, February 26, 2009
    • 9 replies
    • 1.2k views
    • 
    • Tom Poje
    • February 27, 2009

12. Corrective ADP distributions

    By Guest Joyce Perez, February 17, 2009
    • 9 replies
    • 2.4k views
    • 
    • Earl
    • March 1, 2009

13. Corrective allocations a fiduciary issue?

    By Guest, December 12, 2000
    • 8 replies
    • 2k views
    • 
    • Jon Chambers
    • December 14, 2000

14. Corrective Amend within 9.5 Months to a Safe Harbored 401k

    By ERISA1, July 25, 2014   

    • Safe Harbor
    • corrective amendment
    • (and 3 more)

      Tagged with:

      • Safe Harbor
      • corrective amendment
      • mid-year amendment
      • Gateway
      • Eligibility
    • 16 replies
    • 3.1k views
    • 
    • Guest
    • September 26, 2014

15. corrective amendment

    By Gary, April 26, 2012
    • 4 replies
    • 2.1k views
    • 
    • chc93
    • April 27, 2012

16. Corrective Amendment

    By cpc0506, September 15, 2017
    • 3 replies
    • 851 views
    • 
    • Luke Bailey
    • September 18, 2017

17. Corrective Amendment - Safe Harbor

    By MGOAdmin, October 7, 2014   

    • Safe harbor
    • amendment
    • (and 1 more)

      Tagged with:

      • Safe harbor
      • amendment
      • corrective
    • 2 replies
    • 1.8k views
    • 
    • MGOAdmin
    • October 7, 2014

18. Corrective amendment for in-service distribution

    By cpc0506, July 21, 2015
    • 4 replies
    • 1.1k views
    • 
    • MWeddell
    • July 28, 2015

19. Corrective Amendment for Ineligibles

    By Susan S., February 21, 2014
    • 2 replies
    • 853 views
    • 
    • Tom Poje
    • February 21, 2014

20. Corrective amendment needed because one participant didn't contribute enough to make top-heavy minimum?

    By Jilliandiz, December 10, 2003
    • 3 replies
    • 1.1k views
    • 
    • Archimage
    • December 10, 2003

21. Corrective Amendment to Allow Early Entry

    By emmetttrudy, April 30, 2009
    • 1 reply
    • 1.2k views
    • 
    • rcline46
    • April 30, 2009

22. Corrective amendments

    By Guest JPIngold, July 27, 2010
    • 2 replies
    • 1k views
    • 
    • Guest
    • July 27, 2010

23. Corrective Contribution

    By blue, February 28, 2011
    • 4 replies
    • 2.9k views
    • 
    • BG5150
    • March 1, 2011

24. Corrective Contributions and 402(g) Limit

    By Guest pcohen, August 20, 2008
    • 4 replies
    • 3.9k views
    • 
    • Loves401(k)
    • March 8, 2018

25. Corrective Distribution

    By Guest Giovanni, March 14, 2006
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • March 14, 2006

26. Corrective Distribution and Related Match

    By DTH, June 21, 2011
    • 6 replies
    • 1.7k views
    • 
    • ESOP Guy
    • June 23, 2011

27. Corrective Distribution on account of failed ADP/ACP test

    By Pammie57, February 10, 2020
    • 1 reply
    • 458 views
    • 
    • ratherbereading
    • February 10, 2020

28. corrective distribution, no funds available

    By DMcGovern, February 25, 2011
    • 1 reply
    • 890 views
    • 
    • rcline46
    • February 25, 2011

29. Corrective Distributions

    By Guest Michael S. Ouellette, May 12, 2003
    • 1 reply
    • 1k views
    • 
    • Tom Poje
    • May 12, 2003

30. Corrective Distributions

    By Guest Jenn, May 15, 2003
    • 1 reply
    • 1.1k views
    • 
    • kocak
    • May 15, 2003

31. Corrective distributions

    By rlb64, September 19, 2005
    • 1 reply
    • 1.1k views
    • 
    • WDIK
    • September 19, 2005

32. Corrective distributions

    By Belgarath, January 27, 2004
    • 6 replies
    • 2.3k views
    • 
    • mbozek
    • January 27, 2004

33. Corrective Distributions

    By Alex Daisy, April 1, 2008
    • 4 replies
    • 3k views
    • 
    • Guest
    • April 2, 2008

34. Corrective Distributions -- Adjustment for Losses?

    By davef, March 14, 2001
    • 1 reply
    • 1.9k views
    • 
    • MWeddell
    • March 15, 2001

35. Corrective Distributions for 3 Plan Years

    By pixiebear, November 16, 2023
    • 2 replies
    • 472 views
    • 
    • Luke Bailey
    • November 18, 2023

36. Corrective distributions from 2d plan?

    By Locust, January 15, 2010
    • 0 replies
    • 898 views
    • 
    • Locust
    • January 15, 2010

37. Corrective distributions on 5500

    By Alex Daisy, June 5, 2008
    • 5 replies
    • 7.1k views
    • 
    • JanetM
    • June 6, 2008

38. Corrective Distributions on the SAR

    By cpc0506, March 5, 2018   

    • sar
    • 8 replies
    • 1k views
    • 
    • Belgarath
    • March 7, 2018

39. corrective plan amendment

    By Gary, July 30, 2012
    • 3 replies
    • 1.8k views
    • 
    • PensionPro
    • July 30, 2012

40. Corrective Procedures for Late deposit of Deferrals

    By Guest ScottB, March 25, 2003
    • 10 replies
    • 2.3k views
    • 
    • Guest
    • March 27, 2003

41. Corrective process for IRA after-tax basis rolled into 401k?

    By jimjo, April 18, 2017
    • 2 replies
    • 627 views
    • 
    • hr for me
    • April 24, 2017

42. corrective QNEC and 402(g) limit

    By Guest anne1, November 16, 2006
    • 2 replies
    • 3.2k views
    • 
    • BG5150
    • November 17, 2006

43. Corrective QNEC's for Top Heavy Safe Harbor Plans

    By Leopurrd-401k, August 3, 2023
    • 4 replies
    • 720 views
    • 
    • Paul I
    • August 3, 2023

44. Corrective QNECs and ADP test

    By Guest ghutson, March 8, 2007
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • March 8, 2007

45. Corrective QNECs for Missed Deferrals

    By Guest awnodn, December 6, 2007
    • 0 replies
    • 966 views
    • 
    • Guest
    • December 6, 2007

46. Corrective QNECs from Suspense/Unallocated Account

    By LANDO, January 2, 2018   

    • 401(k)
    • qnec
    • (and 3 more)

      Tagged with:

      • 401(k)
      • qnec
      • suspense account
      • unallocated account
      • corrective contributions
    • 1 reply
    • 1k views
    • 
    • C. B. Zeller
    • January 3, 2018

47. cost basis

    By Guest cgodfrey12, July 30, 2004
    • 3 replies
    • 1.9k views
    • 
    • Mary Kay Foss
    • August 7, 2004

48. Cost Basis - Stock - Unitized Fund

    By CO Bank, October 5, 2006
    • 0 replies
    • 2.6k views
    • 
    • CO Bank
    • October 5, 2006

49. Cost of Full Scope Audit?

    By SFSD, May 26, 2010
    • 1 reply
    • 1.5k views
    • 
    • rcline46
    • May 26, 2010

50. Cost of late contribs--paid from plan?

    By BG5150, June 26, 2023
    • 8 replies
    • 891 views
    • 
    • Peter Gulia
    • June 26, 2023