401(k) Plans

19,332 topics in this forum

1. Correction for untimely Contributions

   By Guest Kathleen, September 29, 1998
   • 2 replies
   • 4.7k views
   • 
   • QDROphile
   • September 29, 1998

2. Correction of 1099's and 1096

   By Richard Anderson, March 24, 2000
   • 1 reply
   • 2.1k views
   • 
   • Guest
   • March 24, 2000

3. Correction of 402(g) excess by amending W2?

   By BG5150, August 24, 2023
   • 7 replies
   • 1.3k views
   • 
   • CuseFan
   • August 28, 2023

4. Correction of Coverage Testing Failure

   By Saiai, July 19, 2010
   • 11 replies
   • 9.2k views
   • 
   • austin3515
   • July 20, 2010

5. Correction of Direct Distribution with no distributable event

   By 401king, March 15, 2011
   • 0 replies
   • 1.3k views
   • 
   • 401king
   • March 15, 2011

6. Correction of Disqualifying Distribution

   By Scott, April 29, 1999
   • 7 replies
   • 2.2k views
   • 
   • M R Bernardin
   • May 10, 1999

7. Correction of employee erroneously excluded for 2015

   By Carol V. Calhoun, July 21, 2015   

   • Rev. Proc. 2015-28
   • 0 replies
   • 1.3k views
   • 
   • Carol V. Calhoun
   • July 21, 2015

8. Correction of erroneous Roth deferrals

   By M_2015, August 13, 2024
   • 1 reply
   • 502 views
   • 
   • R Griffith
   • September 10, 2024

9. Correction of Excess Contributions by Payroll Adjustment

   By kmhaab, September 5, 2017   

   • ecprs
   • correction
   • 1 reply
   • 937 views
   • 
   • CuseFan
   • September 6, 2017

10. Correction of excess deferrals and match

    By Scott, July 12, 2002
    • 2 replies
    • 1.4k views
    • 
    • R. Butler
    • July 12, 2002

11. Correction of Excess Match

    By Guest dstran, March 9, 2006
    • 1 reply
    • 1.3k views
    • 
    • Kirk Maldonado
    • March 11, 2006

12. Correction of failed ADP test

    By SMB, June 20, 2001
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • June 20, 2001

13. Correction of Failed ADP test through SCP

    By Guest cease, October 7, 2003
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • October 7, 2003

14. Correction of forfeitures

    By Guest VAP, November 9, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • November 9, 2000

15. Correction of Ineligible Deferrals

    By Archimage, October 13, 2005
    • 2 replies
    • 1.5k views
    • 
    • Archimage
    • October 14, 2005

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

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

17. Correction of Late Deposits

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

18. Correction on deferral from ineligible comp

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

19. Correction or corrective distribution when matching contribution not y

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

20. Correction or corrective distributions of excess aggregate contributio

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

21. Correction Steps when failure of more than one limit

    By Guest UKH, July 14, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • July 14, 2000

22. Correction to failed 414s

    By pixmax, January 14, 2009
    • 9 replies
    • 12k views
    • 
    • Guest
    • January 16, 2009

23. Correction under EPCRS

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

24. correction under EPCRS for missed deferrals

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

25. Corrections process on errors

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

26. Corrections to HCE Give-backs

    By Cynchbeast, February 26, 2009
    • 9 replies
    • 1.3k views
    • 
    • Tom Poje
    • February 27, 2009

27. Corrective ADP distributions

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

28. Corrective allocations a fiduciary issue?

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

29. 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

30. corrective amendment

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

31. Corrective Amendment

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

32. 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

33. Corrective amendment for in-service distribution

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

34. Corrective Amendment for Ineligibles

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

35. 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

36. Corrective Amendment to Allow Early Entry

    By emmetttrudy, April 30, 2009
    • 1 reply
    • 1.3k views
    • 
    • rcline46
    • April 30, 2009

37. Corrective amendments

    By Guest JPIngold, July 27, 2010
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • July 27, 2010

38. Corrective Contribution

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

39. Corrective Contributions and 402(g) Limit

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

40. Corrective Distribution

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

41. Corrective Distribution and Related Match

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

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

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

43. corrective distribution, no funds available

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

44. Corrective Distributions

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

45. Corrective Distributions

    By Guest Jenn, May 15, 2003
    • 1 reply
    • 1.2k views
    • 
    • kocak
    • May 15, 2003

46. Corrective distributions

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

47. Corrective distributions

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

48. Corrective Distributions

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

49. Corrective Distributions -- Adjustment for Losses?

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

50. Corrective Distributions for 3 Plan Years

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