401(k) Plans

19,321 topics in this forum

1. Forfeitures

   By cdavis25, June 27, 2013
   • 9 replies
   • 1.8k views
   • 
   • K2retire
   • July 2, 2013

2. Forfeitures

   By Guest Mbrockway, March 26, 2003
   • 4 replies
   • 1.6k views
   • 
   • Guest
   • March 26, 2003

3. Forfeitures

   By Guest Lawrence_Groves, September 10, 2003
   • 3 replies
   • 1.1k views
   • 
   • Blinky the 3-eyed Fish
   • September 10, 2003

4. Forfeitures

   By Guest rnarum, February 19, 2002
   • 1 reply
   • 1.6k views
   • 
   • Guest
   • February 19, 2002

5. Forfeitures -- More generous?

   By Guest wwest, September 28, 1999
   • 1 reply
   • 1.4k views
   • 
   • david rigby
   • September 28, 1999

6. Forfeitures & buy-back provisions in the plan doc

   By TPApril, July 8, 2014
   • 7 replies
   • 1.9k views
   • 
   • BG5150
   • July 9, 2014

7. Forfeitures account in trust fund too low to allocate properly

   By Guest HLIFECraigo, September 30, 2003
   • 0 replies
   • 1k views
   • 
   • Guest
   • September 30, 2003

8. Forfeitures accumulation since '97

   By austin3515, October 21, 2002
   • 2 replies
   • 1.4k views
   • 
   • austin3515
   • October 21, 2002

9. Forfeitures and Coverage Testing

   By DTH, April 21, 2006
   • 1 reply
   • 1.2k views
   • 
   • Tom Poje
   • April 21, 2006

10. Forfeitures and prior plan year 2016

    By alexa, September 26, 2017
    • 1 reply
    • 495 views
    • 
    • ETA Consulting LLC
    • September 26, 2017

11. Forfeitures and QNEC's

    By Guest welcomehome, March 5, 2004
    • 5 replies
    • 2.6k views
    • 
    • Kirk Maldonado
    • March 10, 2004

12. Forfeitures and Safe Harbor Match

    By imchipbrown, November 17, 2014   

    • Forfeiture Safe Harbor Match
    • 28 replies
    • 12.8k views
    • 
    • austin3515
    • November 25, 2014

13. Forfeitures as the ending balance for a form 5500

    By Jen Wallace, July 12, 2018
    • 3 replies
    • 1.6k views
    • 
    • CJ Allen
    • July 16, 2018

14. Forfeitures before ACP or after ACP

    By Purplemandinga, August 27, 2019
    • 4 replies
    • 1.6k views
    • 
    • BG5150
    • August 28, 2019

15. Forfeitures cannot be used for QNEC's, what about safe harbor contributions?

    By Sully, August 27, 2010
    • 15 replies
    • 9.8k views
    • 
    • Tom Poje
    • October 15, 2010

16. Forfeitures for Plan Expenses

    By austin3515, March 23, 2013
    • 4 replies
    • 1.2k views
    • 
    • austin3515
    • March 25, 2013

17. Forfeitures for Top Heavy

    By Madison71, March 28, 2012
    • 8 replies
    • 3.1k views
    • 
    • cpc0506
    • March 29, 2012

18. Forfeitures from a DC plan to fund a DB plan of the same ER

    By AdKu, April 24, 2017
    • 4 replies
    • 840 views
    • 
    • Tom Poje
    • April 24, 2017

19. Forfeitures from Merged Plan

    By 52626, February 15, 2023
    • 1 reply
    • 469 views
    • 
    • Nate S
    • February 16, 2023

20. Forfeitures in late correction of ACP failure

    By CuseFan, April 9, 2018
    • 2 replies
    • 649 views
    • 
    • CuseFan
    • April 10, 2018

21. Forfeitures in Profit Sharing Plan

    By Guest Amy Harle, December 4, 2001
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • December 6, 2001

22. Forfeitures in Safe Harbor 401(k) Plan

    By Guest dcb, December 13, 2002
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • December 27, 2002

23. Forfeitures not used

    By Guest deathbycashcall, January 10, 2006
    • 4 replies
    • 1.9k views
    • 
    • stephen
    • January 10, 2006

24. Forfeitures Not Used for SH... BUT

    By austin3515, February 2, 2016
    • 8 replies
    • 1.4k views
    • 
    • AdKu
    • February 8, 2016

25. Forfeitures of terminated plan.

    By Guest HD, January 28, 2000
    • 7 replies
    • 2.1k views
    • 
    • Guest
    • January 29, 2000

26. Forfeitures returned to employer-Prohibited transaction or Mistake of Fact

    By Guest skos, August 21, 2008
    • 17 replies
    • 5.3k views
    • 
    • John Feldt ERPA CPC QPA
    • March 27, 2018

27. Forfeitures sitting around...

    By doombuggy, January 24, 2014
    • 14 replies
    • 1.5k views
    • 
    • doombuggy
    • January 29, 2014

28. Forfeitures to fund late earnings ?

    By Guest jvandyke, February 12, 2010
    • 1 reply
    • 2.2k views
    • 
    • Lou S.
    • February 12, 2010

29. Forfeitures to Fund QNECs for Missed Deferrals plus gains

    By legort69, April 22, 2021
    • 10 replies
    • 4.3k views
    • 
    • legort69
    • May 5, 2021

30. Forfeitures To Offset Safe Harbor

    By austin3515, September 2, 2015
    • 24 replies
    • 2.2k views
    • 
    • BG5150
    • September 14, 2015

31. Forfeitures to Offset Safe Harbor Contributions

    By Guest gaham, March 26, 2004
    • 1 reply
    • 1.7k views
    • 
    • KJohnson
    • March 26, 2004

32. Forfeitures to pay expenses

    By jkharvey, July 20, 2012
    • 18 replies
    • 7.5k views
    • 
    • MoJo
    • August 1, 2012

33. Forfeitures to pay plan expenses

    By BG5150, March 9, 2011
    • 17 replies
    • 6k views
    • 
    • austin3515
    • November 5, 2013

34. Forfeitures to reduce er contributions - QNECS and S/H NECs

    By MarZDoates, November 12, 2010
    • 4 replies
    • 2.1k views
    • 
    • MarZDoates
    • November 17, 2010

35. Forfeitures to reduce plan expenses?

    By Guest mattman, May 27, 2003
    • 6 replies
    • 1.9k views
    • 
    • R. Butler
    • May 28, 2003

36. Forfeitures to reduct Employer Contribution

    By Guest ebailey, May 14, 2009
    • 1 reply
    • 1.2k views
    • 
    • JanetM
    • May 16, 2009

37. Forfeitures Used to Fund QNECs/QMACs - Amendment

    By ERISAAPPLE, December 13, 2017
    • 2 replies
    • 524 views
    • 
    • RatherBeGolfing
    • December 13, 2017

38. Forfeitures Used to Make Correction?

    By Guest shelterps, December 21, 2007
    • 3 replies
    • 1.7k views
    • 
    • pmacduff
    • December 26, 2007

39. Forfeitures used to offset 403b deferrals/loan repayments

    By ratherbereading, August 24, 2017   

    • forfeitures
    • 4 replies
    • 691 views
    • 
    • ratherbereading
    • August 25, 2017

40. Forfeitures used to offset Participant Contributions?

    By Guest Vonnie RB, December 5, 2001
    • 8 replies
    • 3.1k views
    • 
    • QDROphile
    • December 6, 2001

41. Forfeitures Used to Pay Plan Expenses

    By Guest sao0308, July 26, 2006
    • 4 replies
    • 2.8k views
    • 
    • Bird
    • July 26, 2006

42. Forfeitures used to reduce employer contribution.

    By Guest Giovanni, March 30, 2001
    • 6 replies
    • 2.1k views
    • 
    • Guest
    • April 16, 2001

43. Forfeitures used to reduce ER contrib

    By Guest LAAllen, April 14, 2001
    • 1 reply
    • 1.5k views
    • 
    • wmyer
    • April 14, 2001

44. Forfeitures used to reduce future employer contributions

    By Guest SuperMan, November 22, 1999
    • 7 replies
    • 3.5k views
    • 
    • BG5150
    • December 18, 2008

45. Forfeitures?

    By Guest mrilao, September 23, 2004
    • 3 replies
    • 1.6k views
    • 
    • FundeK
    • October 5, 2004

46. Forgot to submit safe harbor match for an hce

    By R. Butler, January 20, 2011
    • 1 reply
    • 931 views
    • 
    • movedon
    • January 20, 2011

47. Forgot to withdold deferrals

    By Guest kelly9522, June 1, 2004
    • 2 replies
    • 1.4k views
    • 
    • Belgarath
    • June 1, 2004

48. Forgotten Enrollment Entry

    By Guest Twinky, July 11, 2008
    • 8 replies
    • 2.5k views
    • 
    • Peter Gulia
    • July 9, 2011

49. Form 1098-Q QLAC Reporting

    By erisa29, April 5, 2015
    • 0 replies
    • 1.5k views
    • 
    • erisa29
    • April 5, 2015

50. Form 1099-R

    By Guest Phineas, December 15, 2009
    • 2 replies
    • 1.6k views
    • 
    • GMK
    • December 15, 2009