401(k) Plans

19,321 topics in this forum

1. Correction of Direct Distribution with no distributable event

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

2. Correction of Disqualifying Distribution

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

3. 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

4. Correction of erroneous Roth deferrals

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

5. Correction of Excess Contributions by Payroll Adjustment

   By kmhaab, September 5, 2017   

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

6. Correction of excess deferrals and match

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

7. Correction of Excess Match

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

8. Correction of failed ADP test

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

9. Correction of Failed ADP test through SCP

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

10. Correction of forfeitures

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

11. Correction of Ineligible Deferrals

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

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

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

13. Correction of Late Deposits

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

14. Correction on deferral from ineligible comp

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

15. Correction or corrective distribution when matching contribution not y

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

16. Correction or corrective distributions of excess aggregate contributio

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

17. Correction Steps when failure of more than one limit

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

18. Correction to failed 414s

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

19. Correction under EPCRS

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

20. correction under EPCRS for missed deferrals

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

21. Corrections process on errors

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

22. Corrections to HCE Give-backs

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

23. Corrective ADP distributions

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

24. Corrective allocations a fiduciary issue?

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

25. 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

26. corrective amendment

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

27. Corrective Amendment

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

28. 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

29. Corrective amendment for in-service distribution

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

30. Corrective Amendment for Ineligibles

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

31. 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

32. Corrective Amendment to Allow Early Entry

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

33. Corrective amendments

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

34. Corrective Contribution

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

35. Corrective Contributions and 402(g) Limit

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

36. Corrective Distribution

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

37. Corrective Distribution and Related Match

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

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

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

39. corrective distribution, no funds available

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

40. Corrective Distributions

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

41. Corrective Distributions

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

42. Corrective distributions

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

43. Corrective distributions

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

44. Corrective Distributions

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

45. Corrective Distributions -- Adjustment for Losses?

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

46. Corrective Distributions for 3 Plan Years

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

47. Corrective distributions from 2d plan?

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

48. Corrective distributions on 5500

    By Alex Daisy, June 5, 2008
    • 5 replies
    • 7.2k views
    • 
    • JanetM
    • June 6, 2008

49. Corrective Distributions on the SAR

    By cpc0506, March 5, 2018   

    • sar
    • 8 replies
    • 1.1k views
    • 
    • Belgarath
    • March 7, 2018

50. corrective plan amendment

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