401(k) Plans

19,275 topics in this forum

1. Excess Contribution to Small Business (single owner) 401(k) Plan

   By Guest neilcap, January 30, 2004
   • 4 replies
   • 1.3k views
   • 
   • Mike Preston
   • February 3, 2004

2. Excess Contributions

   By Guest KD40, March 17, 2004
   • 3 replies
   • 1.1k views
   • 
   • Guest
   • March 17, 2004

3. Excess contributions

   By Guest mparker2028, February 14, 2005
   • 4 replies
   • 1.6k views
   • 
   • austin3515
   • February 14, 2005

4. Excess Contributions

   By Guest Joe Vasko, January 27, 2003
   • 2 replies
   • 1.2k views
   • 
   • Disco Stu
   • January 27, 2003

5. Excess Contributions - Deduction and return of money question

   By Guest JVH, September 23, 2004
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • September 23, 2004

6. Excess Contributions - Roth with Loss

   By Lou S., February 5, 2009
   • 2 replies
   • 1.4k views
   • 
   • K2retire
   • February 5, 2009

7. Excess contributions & fed tax withholding

   By SusanKD, February 17, 2010
   • 7 replies
   • 3k views
   • 
   • GMK
   • February 26, 2010

8. Excess Contributions after SBJPA 1996

   By Guest kp, October 27, 1998
   • 1 reply
   • 2k views
   • 
   • stephen
   • October 29, 1998

9. Excess Contributions and Earnings on Related Match Forfeiture

   By Guest Kimberly Flett, November 30, 2001
   • 0 replies
   • 2.1k views
   • 
   • Guest
   • November 30, 2001

10. Excess contributions and excess aggregate contributions in determining

    By R. Butler, February 14, 2001
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • February 14, 2001

11. Excess Contributions and the 415 Limit

    By msmith, January 20, 2016
    • 12 replies
    • 8k views
    • 
    • msmith
    • February 22, 2016

12. Excess Contributions and the related Match

    By msmith, January 18, 2008
    • 14 replies
    • 2.8k views
    • 
    • Below Ground
    • February 14, 2008

13. Excess Contributions Cannot Be Made Because Amounts Distributed Per a QDRO

    By Guest Grumpy455, February 17, 2005
    • 1 reply
    • 1.2k views
    • 
    • QDROphile
    • February 17, 2005

14. Excess Contributions Determined Following Death of Participant

    By Guest T-BONE, October 23, 2002
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • October 23, 2002

15. Excess contributions distributed by mistake. How is this corrected?

    By Richard Anderson, November 30, 2000
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • December 1, 2000

16. Excess contributions in off-calendar plan

    By Guest DTromb, May 3, 2006
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • May 3, 2006

17. Excess contributions not returned timely

    By blue, April 12, 2006
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • April 13, 2006

18. Excess Contributions on failed ADP test in prior years - calculation of IRA earnings?

    By TPApril, September 9, 2024
    • 1 reply
    • 308 views
    • 
    • Bri
    • September 9, 2024

19. Excess Contributions Refunds

    By Guest Peter Riggins, June 17, 2002
    • 2 replies
    • 1.9k views
    • 
    • pjkoehler
    • June 17, 2002

20. Excess Contributions Subject to Excise Tax Per Committee Report 5102?

    By billfgrady, January 12, 2007
    • 1 reply
    • 1.2k views
    • 
    • Belgarath
    • January 12, 2007

21. Excess Correction

    By Guest Spock, September 5, 2012
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • September 5, 2012

22. Excess Deferral

    By mmustafa, March 2, 2018
    • 7 replies
    • 1.4k views
    • 
    • Tom Poje
    • March 7, 2018

23. Excess Deferral

    By Guest Giovanni, January 24, 2005
    • 3 replies
    • 1.3k views
    • 
    • RCK
    • January 25, 2005

24. Excess Deferral

    By thepensionmaven, October 26, 2022
    • 4 replies
    • 770 views
    • 
    • thepensionmaven
    • October 27, 2022

25. Excess deferral - 2 plans

    By ombskid, March 21, 2014
    • 7 replies
    • 4.1k views
    • 
    • K2retire
    • December 2, 2014

26. Excess Deferral + ADP Excess Contribution and Non-Calendar Year Plan Years

    By DTH, November 30, 2004
    • 0 replies
    • 1.2k views
    • 
    • DTH
    • November 30, 2004

27. Excess deferral across two plans--too late now?

    By BG5150, May 6, 2024
    • 11 replies
    • 2.7k views
    • 
    • Lou S.
    • May 7, 2024

28. Excess Deferral after 4/15

    By fiona1, June 28, 2011
    • 2 replies
    • 1.6k views
    • 
    • fiona1
    • June 28, 2011

29. Excess Deferral and 415 Limit

    By Vlad401k, March 5, 2018
    • 3 replies
    • 1.7k views
    • 
    • BG5150
    • January 29, 2019

30. Excess Deferral and Allocable Loss

    By CO Bank, February 2, 2016   

    • 401
    • 457b
    • (and 1 more)

      Tagged with:

      • 401
      • 457b
      • Excess Deferral
    • 5 replies
    • 1.7k views
    • 
    • CO Bank
    • February 2, 2016

31. Excess Deferral and Excess Contributions in 2010

    By Below Ground, January 5, 2010
    • 25 replies
    • 10k views
    • 
    • RatherBeGolfing
    • February 28, 2017

32. Excess deferral and match forfeiture

    By alexa, November 6, 2008
    • 1 reply
    • 1.6k views
    • 
    • Jim Chad
    • November 7, 2008

33. Excess deferral and related matching

    By Guest Dennis Siko, March 11, 1999
    • 6 replies
    • 3.1k views
    • 
    • Guest
    • March 12, 1999

34. Excess deferral between two plans unrelated employer, how does this ef

    By Guest Kevin Plymyer, March 20, 2001
    • 5 replies
    • 2.4k views
    • 
    • Richard Anderson
    • March 21, 2001

35. Excess Deferral Correction

    By Guest Jill B, May 19, 2009
    • 0 replies
    • 1k views
    • 
    • Guest
    • May 19, 2009

36. Excess Deferral Correction

    By Alex Daisy, January 16, 2009
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • January 18, 2009

37. excess deferral deadline

    By Rayofsunshine, April 18, 2022
    • 2 replies
    • 517 views
    • 
    • Rayofsunshine
    • April 26, 2022

38. Excess Deferral Discovered after April 15th

    By Guest platte1, August 27, 2004
    • 8 replies
    • 1.8k views
    • 
    • Guest
    • August 30, 2004

39. Excess deferral earnings calc

    By Guest JWR, December 21, 2010
    • 6 replies
    • 6.4k views
    • 
    • Übernerd
    • October 10, 2011

40. Excess Deferral for 2006

    By Guest AJM 34, August 7, 2007
    • 4 replies
    • 1.2k views
    • 
    • Tom Poje
    • August 7, 2007

41. Excess Deferral or Catch-up Contribution

    By rocknrolls2, February 2, 2009
    • 3 replies
    • 1.2k views
    • 
    • Mike Preston
    • February 3, 2009

42. Excess Deferral Ordering Rules

    By tuna524, February 10, 2017
    • 1 reply
    • 1k views
    • 
    • Tom Poje
    • February 10, 2017

43. Excess deferral question

    By Tom, September 11
    • 4 replies
    • 1.6k views
    • 
    • austin3515
    • September 12

44. Excess Deferral Refunded Before Year End

    By coleboy, November 2, 2017
    • 6 replies
    • 2k views
    • 
    • Patricia Neal Jensen
    • November 6, 2017

45. Excess Deferral Roth

    By Brenda Wren, April 20, 2021
    • 8 replies
    • 1.5k views
    • 
    • Luke Bailey
    • May 14, 2021

46. Excess Deferral to Solo 401k Promptly Corrected. Tax Implications?

    By J295, March 15, 2021
    • 3 replies
    • 932 views
    • 
    • TPApril
    • March 17, 2021

47. Excess Deferral unrelated plans and ADP Refund

    By legort69, March 25, 2020
    • 2 replies
    • 735 views
    • 
    • NJ Mike
    • March 31, 2020

48. Excess Deferral?

    By No Name, March 31, 2005
    • 3 replies
    • 1.2k views
    • 
    • rcline46
    • March 31, 2005

49. Excess Deferral... or not

    By Guest ccl, January 7, 2009
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • January 9, 2009

50. excess deferrals

    By Felicia, May 3, 2006
    • 3 replies
    • 1.7k views
    • 
    • ERISAnut
    • May 3, 2006