401(k) Plans

19,275 topics in this forum

1. EPCRS and missed deferrals

   By blue, March 22, 2006
   • 3 replies
   • 1.5k views
   • 
   • namealreadyinuse
   • March 23, 2006

2. EPCRS Before You Make a Mistake

   By austin3515, January 19, 2022
   • 18 replies
   • 1.5k views
   • 
   • Luke Bailey
   • January 21, 2022

3. EPCRS correction

   By Guest JPIngold, April 25, 2013
   • 2 replies
   • 998 views
   • 
   • Guest
   • April 26, 2013

4. EPCRS Correction / Loan Default

   By austin3515, March 21, 2017
   • 15 replies
   • 2.4k views
   • 
   • Tom Poje
   • March 23, 2017

5. EPCRS Correction / Missed Match

   By austin3515, August 14, 2018
   • 8 replies
   • 1.8k views
   • 
   • RatherBeGolfing
   • August 15, 2018

6. Epcrs Correction for 3% SH with Non Safe Harbor Match

   By Mr Bagwell, March 8, 2018   

   • epcrs
   • sh non elective
   • (and 1 more)

     Tagged with:

     • epcrs
     • sh non elective
     • match
   • 3 replies
   • 1k views
   • 
   • Madison71
   • March 9, 2018

7. EPCRS correction for excluded employees

   By Kimberly S, May 14, 2007
   • 3 replies
   • 1.3k views
   • 
   • Kimberly S
   • May 17, 2007

8. EPCRS Corrections "Resemble" Appendixes

   By austin3515, July 17, 2019
   • 1 reply
   • 423 views
   • 
   • RatherBeGolfing
   • July 18, 2019

9. EPCRS de minimis amount - excess contribution

   By krw, October 25, 2022
   • 3 replies
   • 642 views
   • 
   • krw
   • December 1, 2022

10. EPCRS Interpretation

    By Mr Bagwell, March 28, 2019
    • 2 replies
    • 681 views
    • 
    • Mr Bagwell
    • March 29, 2019

11. EPCRS Loan Correction

    By austin3515, July 29, 2019
    • 18 replies
    • 2k views
    • 
    • austin3515
    • July 30, 2019

12. EPCRS Missed Deferral Opportunity

    By austin3515, July 10, 2018
    • 17 replies
    • 5k views
    • 
    • austin3515
    • July 17, 2018

13. EPCRS Missed Deferral Opportunity

    By austin3515, May 9, 2022
    • 8 replies
    • 795 views
    • 
    • Luke Bailey
    • May 11, 2022

14. EPCRS QNEC's and ADP Testing

    By austin3515, August 30, 2016
    • 1 reply
    • 639 views
    • 
    • rcline46
    • August 30, 2016

15. EPCRS Question

    By kevind2010, July 21, 2011
    • 5 replies
    • 1.5k views
    • 
    • kevind2010
    • July 25, 2011

16. EPCRS Retro Amendment for HCE

    By austin3515, March 2, 2017
    • 7 replies
    • 1.1k views
    • 
    • CuseFan
    • March 3, 2017

17. EPCRS, corrected part loan: treatment of now incorrect 1099R

    By QP_Guy, June 12, 2019
    • 9 replies
    • 3.5k views
    • 
    • RatherBeGolfing
    • August 6, 2019

18. Equal Investment Opportunities

    By Stash026, November 9, 2015
    • 1 reply
    • 929 views
    • 
    • ESOP Guy
    • November 9, 2015

19. Equipment Lease

    By Guest Sayles, January 19, 2010
    • 15 replies
    • 2.1k views
    • 
    • austin3515
    • January 20, 2010

20. Equity Owner vs. Non-Equity Owner

    By Dennis Povloski, January 7, 2010
    • 2 replies
    • 2.2k views
    • 
    • Kevin C
    • January 8, 2010

21. Equivalent Vesting

    By RRB, May 2, 2012
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • May 2, 2012

22. ER Contrib missed tax deadline

    By CJS07, March 23, 2016
    • 5 replies
    • 1.2k views
    • 
    • Lou S.
    • March 23, 2016

23. ER contribution to pension or medical?

    By CO Bank, June 28, 2007
    • 20 replies
    • 4.9k views
    • 
    • Don Levit
    • July 3, 2007

24. ER deductions

    By Guest sritts, May 30, 2003
    • 1 reply
    • 1.1k views
    • 
    • ErisaGeek
    • June 2, 2003

25. ER deposited 'elective' profit sharing

    By BG5150, June 10, 2022
    • 11 replies
    • 979 views
    • 
    • Nate S
    • June 23, 2022

26. ER did not withhold 401(k) from bonus

    By BG5150, January 4, 2010
    • 1 reply
    • 7.2k views
    • 
    • Tom Poje
    • January 5, 2010

27. ER Disc. Match for Owners were not made (in error) requirements?

    By Guest JP-39, July 28, 2011
    • 3 replies
    • 2.5k views
    • 
    • Guest
    • August 3, 2011

28. ER Forfeitures - ongoing balance

    By TPApril, October 2, 2017
    • 19 replies
    • 2.1k views
    • 
    • RatherBeGolfing
    • October 5, 2017

29. ER Match with Last Day feature

    By Alex Daisy, February 15, 2008
    • 1 reply
    • 1k views
    • 
    • Below Ground
    • February 15, 2008

30. ER Match/BRF Issue

    By Laura Harrington, August 26, 2008
    • 29 replies
    • 7.6k views
    • 
    • Guest
    • September 6, 2008

31. er matching deposit deadline

    By Guest beckyhummer, August 28, 2001
    • 6 replies
    • 1.8k views
    • 
    • Guest
    • October 4, 2001

32. ER Securities, NUA, and Roth

    By Guest JMF, April 24, 2010
    • 0 replies
    • 1k views
    • 
    • Guest
    • April 24, 2010

33. ER underdeposits EE 401(k) deferrals

    By Guest Mike Schwing, October 23, 2003
    • 5 replies
    • 3.2k views
    • 
    • david rigby
    • October 23, 2003

34. ER's payroll cannot support loan payments

    By BG5150, July 9, 2019
    • 14 replies
    • 1k views
    • 
    • BG5150
    • July 9, 2019

35. ER's Under Common Control / Inclusion and Exclusion of Owner Comp

    By Guest Robin S. Vatalaro, December 8, 2004
    • 0 replies
    • 900 views
    • 
    • Guest
    • December 8, 2004

36. ERISA §404(c) and Employer Securities

    By Guest cjk, September 16, 2002
    • 5 replies
    • 2.3k views
    • 
    • E as in ERISA
    • September 17, 2002

37. ERISA 204(h) Notice Required for Termination of PSP?

    By billfgrady, December 17, 2003
    • 1 reply
    • 1.9k views
    • 
    • Mike Preston
    • December 17, 2003

38. ERISA 3(21)(A)(ii) Fiduciary Participant Advice

    By Guest RJ20, March 10, 2011
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • March 10, 2011

39. ERISA 3(38) - Issues With Service Agreement

    By D.J. Simonetti, March 6, 2021
    • 4 replies
    • 653 views
    • 
    • RatherBeGolfing
    • March 9, 2021

40. ERISA 404(c) - Investment Information: Make Available vs. Actually De

    By Guest EMC, February 13, 2001
    • 21 replies
    • 4.1k views
    • 
    • k man
    • May 31, 2001

41. ERISA 404(c) compliance

    By PLAN MAN, September 14, 2006
    • 0 replies
    • 1.3k views
    • 
    • PLAN MAN
    • September 14, 2006

42. ERISA 404(c) disclosures and white-label funds

    By SavingsRUS, August 25, 2015
    • 4 replies
    • 1.9k views
    • 
    • SavingsRUS
    • August 25, 2015

43. Erisa Bond

    By PFranckowiak, June 23, 2008
    • 4 replies
    • 1.8k views
    • 
    • Kimberly S
    • June 24, 2008

44. ERISA BOND

    By Guest Serena, August 4, 2010
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • August 4, 2010

45. ERISA Bond - owners of an S Corp

    By Tom, July 5, 2023
    • 2 replies
    • 611 views
    • 
    • EBP
    • July 6, 2023

46. ERISA Bond Amount

    By Gadgetfreak, July 19, 2017
    • 2 replies
    • 549 views
    • 
    • 401_noob
    • July 19, 2017

47. Erisa Bond for 401k plan

    By Guest kittykat, January 20, 2011
    • 2 replies
    • 1.7k views
    • 
    • GMK
    • January 20, 2011

48. ERISA Bond for PEPs

    By Keith Lowery, November 6, 2023
    • 4 replies
    • 1.1k views
    • 
    • Peter Gulia
    • November 7, 2023

49. ERisa Bond Requirement - ER STock

    By PFranckowiak, August 23, 2010
    • 1 reply
    • 1.7k views
    • 
    • Nate X
    • August 27, 2010

50. ERISA Bond, Best Practices

    By Bruce1, October 8, 2024
    • 4 replies
    • 581 views
    • 
    • Gina Alsdorf
    • October 9, 2024