401(k) Plans

19,321 topics in this forum

1. Forfeiture Account Use

   By khn, October 24, 2025
   • 3 replies
   • 712 views
   • 
   • Pam Shoup
   • October 27, 2025

2. forfeiture account uses

   By Guest newport, November 29, 2010
   • 4 replies
   • 1.1k views
   • 
   • Guest
   • November 29, 2010

3. Forfeiture Accounts included in Top Heavy Tests?

   By Guest Renea, September 12, 2000
   • 1 reply
   • 2.4k views
   • 
   • david rigby
   • September 12, 2000

4. Forfeiture Acct Use to Pay Lost earnings

   By Guest mxmast, July 14, 2005
   • 11 replies
   • 9.2k views
   • 
   • Guest
   • November 11, 2005

5. Forfeiture Allocation

   By Guest djm, August 12, 2004
   • 3 replies
   • 1.9k views
   • 
   • Guest
   • August 17, 2004

6. Forfeiture Allocation

   By Guest Sara H, June 29, 1999
   • 1 reply
   • 4.2k views
   • 
   • LCARUSI
   • June 29, 1999

7. Forfeiture Allocation (very tiny amount)

   By BLM, October 18, 2017
   • 3 replies
   • 822 views
   • 
   • Bird
   • October 18, 2017

8. Forfeiture Allocation of PS funds

   By 52626, July 11, 2022
   • 1 reply
   • 402 views
   • 
   • Lou S.
   • July 11, 2022

9. Forfeiture allocation timing

   By Guest EPS2, March 13, 2009
   • 1 reply
   • 1.7k views
   • 
   • Jim Chad
   • March 13, 2009

10. Forfeiture allocations

    By Guest djm, August 5, 2004
    • 1 reply
    • 1.2k views
    • 
    • ljr
    • August 5, 2004

11. Forfeiture Allocations

    By Guest baker0429, June 24, 2003
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • June 26, 2003

12. forfeiture based on incorrect ACP test calculation

    By Guest joanh, December 24, 2004
    • 3 replies
    • 1.8k views
    • 
    • austin3515
    • December 27, 2004

13. Forfeiture Before 5 Years

    By EBECatty, January 6, 2023
    • 10 replies
    • 2.3k views
    • 
    • EBECatty
    • January 18, 2023

14. Forfeiture buy back rules

    By Brenda Wren, June 14, 2004
    • 7 replies
    • 2.2k views
    • 
    • Guest
    • June 16, 2004

15. forfeiture buy-back -what happens to taxes paid?

    By AKconsult, January 27, 2010
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • January 27, 2010

16. Forfeiture buy-back practices

    By Brenda Wren, February 15, 2019
    • 6 replies
    • 2k views
    • 
    • Cardscrazy
    • March 21, 2019

17. Forfeiture cases...

    By fmsinc, September 2, 2025
    • 5 replies
    • 2.1k views
    • 
    • CuseFan
    • September 4, 2025

18. Forfeiture erroneously not reallocated

    By Guest Sponias, August 31, 2006
    • 1 reply
    • 1.3k views
    • 
    • Ron Snyder
    • September 1, 2006

19. Forfeiture in the year of plan termination

    By Guest Dave Peckham, July 2, 2011
    • 15 replies
    • 8k views
    • 
    • K2retire
    • July 7, 2011

20. forfeiture of account due to fraud

    By Scuba 401, August 17, 2011
    • 11 replies
    • 5k views
    • 
    • Peter Gulia
    • October 6, 2011

21. Forfeiture of employer contributions because of 415 failure -- must ea

    By Wessex, December 30, 1999
    • 0 replies
    • 1.5k views
    • 
    • Wessex
    • December 30, 1999

22. Forfeiture of match and re-allocation

    By buckaroo, January 25, 2005
    • 1 reply
    • 1.4k views
    • 
    • FundeK
    • January 25, 2005

23. Forfeiture of Matching Contribution associated with Refunded Deferrals

    By Guest Grumpy455, May 23, 2005
    • 3 replies
    • 1.3k views
    • 
    • WDIK
    • May 23, 2005

24. Forfeiture of Matching Contributions Due to Failed ADP Test

    By Guest Lentils, November 11, 2014
    • 7 replies
    • 6.4k views
    • 
    • Tom Poje
    • March 14, 2016

25. Forfeiture of Related Match from ADP Test Failure

    By Guest KB, May 1, 2001
    • 1 reply
    • 4k views
    • 
    • MWeddell
    • May 2, 2001

26. Forfeiture of Related Matching Contribution for NHCE??

    By rocknrolls2, January 26, 2000
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • January 27, 2000

27. Forfeiture of residual vested balances

    By Guest kan, October 17, 2002
    • 8 replies
    • 3.3k views
    • 
    • Guest
    • October 18, 2002

28. Forfeiture Question

    By austinh2591, January 20, 2021   

    • forfeiture
    • 5 replies
    • 1.2k views
    • 
    • Luke Bailey
    • January 21, 2021

29. Forfeiture Reallocation

    By bevfair, April 15, 2016
    • 4 replies
    • 2.1k views
    • 
    • buckaroo
    • April 18, 2016

30. Forfeiture Reallocation

    By Chippy, May 21, 2015
    • 6 replies
    • 3.3k views
    • 
    • Bird
    • September 4, 2015

31. Forfeiture Reallocations Timing

    By Guest Charles G, December 22, 2000
    • 2 replies
    • 2.9k views
    • 
    • Guest
    • December 27, 2000

32. Forfeiture release date issue

    By cpc0506, April 3, 2010
    • 9 replies
    • 2k views
    • 
    • Mike Preston
    • March 15, 2016

33. Forfeiture restoration

    By CO Bank, June 15, 2007
    • 1 reply
    • 1.6k views
    • 
    • jpod
    • June 15, 2007

34. Forfeiture restoration by source?

    By John A, July 22, 2003
    • 2 replies
    • 1.9k views
    • 
    • RTK
    • July 22, 2003

35. Forfeiture Reversion to Employer (sort of) ?

    By legort69, November 7, 2018
    • 8 replies
    • 1.6k views
    • 
    • ERISAAPPLE
    • November 9, 2018

36. Forfeiture Suspense Account for Matching Contributions

    By Guest blaum8, March 7, 2003
    • 3 replies
    • 5.5k views
    • 
    • Mike Preston
    • March 7, 2003

37. Forfeiture Timing

    By Guest Kelly44030, November 10, 2011
    • 1 reply
    • 1.4k views
    • 
    • ETA Consulting LLC
    • November 10, 2011

38. Forfeiture to pay plan expenses (plan termination)

    By 12AX7, November 5, 2013
    • 2 replies
    • 922 views
    • 
    • 12AX7
    • November 6, 2013

39. Forfeiture upon death permitted in DC/401(k) plan?

    By Guest mo again, January 18, 2001
    • 6 replies
    • 2.7k views
    • 
    • Guest
    • January 19, 2001

40. Forfeiture Use

    By 12AX7, January 27, 2014
    • 2 replies
    • 1.4k views
    • 
    • 12AX7
    • January 27, 2014

41. Forfeiture Use in a Plan

    By mlp0816, February 12, 2014   

    • Forfeitures
    • 4 replies
    • 1k views
    • 
    • K2retire
    • February 12, 2014

42. forfeiture used for offset vs. reallocation

    By Guest ghal, June 1, 2012
    • 7 replies
    • 2.1k views
    • 
    • movedon
    • June 4, 2012

43. Forfeiture Vested Funds due to embezzlement

    By Leslie Kalec, August 17, 2021
    • 7 replies
    • 1.5k views
    • 
    • MoJo
    • August 19, 2021

44. Forfeiture when there is no distribution.

    By Tom, April 18, 2024
    • 2 replies
    • 747 views
    • 
    • Tom
    • April 19, 2024

45. Forfeituref Co Contributions

    By Guest kirk, October 16, 2001
    • 3 replies
    • 1.5k views
    • 
    • R. Butler
    • October 18, 2001

46. Forfeitures

    By Guest philc, June 18, 2003
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • June 26, 2003

47. Forfeitures

    By ac, November 4, 2015
    • 3 replies
    • 1.1k views
    • 
    • Belgarath
    • November 5, 2015

48. Forfeitures

    By Nassau, September 8, 2011
    • 1 reply
    • 1.1k views
    • 
    • rcline46
    • September 8, 2011

49. Forfeitures

    By Guest JB2, November 10, 1998
    • 6 replies
    • 2.2k views
    • 
    • Guest
    • November 21, 1998

50. Forfeitures

    By Guest PGH.ERISA, June 20, 2008
    • 1 reply
    • 1.1k views
    • 
    • Kimberly S
    • June 20, 2008