401(k) Plans

19,321 topics in this forum

1. Including Owner taking Draw (no W-2) in ADP Testing?

   By lcollins300, February 12, 2018   

   • adp
   • 14 replies
   • 3.1k views
   • 
   • Luke Bailey
   • February 14, 2018

2. Inclusion in ACP test

   By rcline46, August 7, 2009
   • 6 replies
   • 2.8k views
   • 
   • MWeddell
   • August 12, 2009

3. Inclusion of Consultant?

   By Guest, December 23, 1999
   • 4 replies
   • 1.5k views
   • 
   • Kirk Maldonado
   • December 30, 1999

4. Inclusion of foreign earned income to see if HCE?

   By Guest Cheryl Wilson, May 12, 2000
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • May 12, 2000

5. Inclusion of Ineligible Ee - ECPRS/SCP

   By austin3515, September 2, 2015
   • 18 replies
   • 1.4k views
   • 
   • Mike Preston
   • September 4, 2015

6. Inclusion of ineligible employee

   By Guest Peggy806, March 2, 2009
   • 3 replies
   • 2.7k views
   • 
   • Tom Poje
   • March 31, 2009

7. Inclusion of Ineligible employee

   By Guest emcscottey, December 17, 2006
   • 8 replies
   • 5.2k views
   • 
   • Guest
   • June 4, 2008

8. Inclusion of Ineligible Employees

   By CLE401kGuy, May 24, 2016
   • 2 replies
   • 699 views
   • 
   • CLE401kGuy
   • May 24, 2016

9. Inclusion of participant prior to entry date.

   By Lori H, February 10, 2015
   • 4 replies
   • 884 views
   • 
   • Lori H
   • February 11, 2015

10. Inclusion/exclusion of HCEs in safe harbor K plan

    By AndyH, January 12, 2000
    • 3 replies
    • 2.4k views
    • 
    • MWeddell
    • January 14, 2000

11. Income Stems From Crypto Currency?

    By metsfan026, January 25, 2022
    • 7 replies
    • 658 views
    • 
    • Peter Gulia
    • January 26, 2022

12. Income Tax Withholding on Elective Deferrals

    By M_2015, January 13
    • 4 replies
    • 469 views
    • 
    • Peter Gulia
    • January 13

13. Income tax withholding rules for required minimum distributions - can participant opt out?

    By Guest yannib, December 30, 2003
    • 2 replies
    • 2.4k views
    • 
    • Appleby
    • December 31, 2003

14. Income Withheld on sale of assets within 401(k) Plan

    By rblum50, July 26, 2012
    • 9 replies
    • 1.3k views
    • 
    • rblum50
    • July 31, 2012

15. Incompetent IRS Auditor Upsets Client

    By Guest deathbycashcall, March 31, 2005
    • 13 replies
    • 3.4k views
    • 
    • Kirk Maldonado
    • April 7, 2005

16. Incorrect 1099-R?

    By Guest crazyadmin, January 31, 2004
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • February 3, 2004

17. Incorrect ACP Refund

    By Guest KJNFLA, May 21, 2008
    • 1 reply
    • 1k views
    • 
    • Bill Presson
    • May 21, 2008

18. Incorrect adp refund

    By Santo Gold, May 29, 2008
    • 1 reply
    • 1.9k views
    • 
    • fiona1
    • May 30, 2008

19. Incorrect ADP refund

    By fiona1, October 23, 2009
    • 0 replies
    • 1.1k views
    • 
    • fiona1
    • October 23, 2009

20. Incorrect ADP refund

    By Guest niceguymike1, July 22, 2013
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • July 22, 2013

21. Incorrect ADP Refund to an HCE

    By Rose, June 16, 2022
    • 3 replies
    • 587 views
    • 
    • Luke Bailey
    • June 17, 2022

22. Incorrect beneficiary a non-exempt transaction?

    By JW, April 22, 2024
    • 3 replies
    • 819 views
    • 
    • Peter Gulia
    • April 22, 2024

23. Incorrect Default Investment

    By Guest Iwonder, June 24, 2010
    • 1 reply
    • 961 views
    • 
    • J Simmons
    • June 24, 2010

24. Incorrect deferals and Match

    By Guest kelly9522, February 20, 2003
    • 7 replies
    • 1.4k views
    • 
    • E as in ERISA
    • February 24, 2003

25. Incorrect Deferral % - Overage

    By Purplemandinga, March 22, 2019
    • 1 reply
    • 386 views
    • 
    • Luke Bailey
    • March 22, 2019

26. Incorrect Deferral and Matching Allocations

    By mming, May 5, 2006
    • 1 reply
    • 1.3k views
    • 
    • Nate X
    • June 14, 2006

27. Incorrect Deferral and Matching Allocations

    By mming, May 2, 2006
    • 0 replies
    • 1.2k views
    • 
    • mming
    • May 2, 2006

28. Incorrect Deferral Election Deposits (Roth vs Pretax)

    By Kattdogg12, June 24, 2024
    • 9 replies
    • 2.1k views
    • 
    • Kattdogg12
    • March 14, 2025

29. Incorrect Deferral Percentage Correction

    By heygents, July 19, 2016
    • 7 replies
    • 2.3k views
    • 
    • Belgarath
    • July 20, 2016

30. incorrect deferral withheld

    By Chippy, October 13, 2021
    • 4 replies
    • 1k views
    • 
    • BG5150
    • October 13, 2021

31. Incorrect definition of compensation

    By Guest padmin, August 13, 2004
    • 3 replies
    • 1.9k views
    • 
    • QDROphile
    • August 13, 2004

32. Incorrect Distribution - Participant Still Employed

    By Guest UKH, May 7, 2002
    • 8 replies
    • 2.5k views
    • 
    • Guest
    • May 8, 2002

33. Incorrect Elective Deferral

    By AAS2, February 23, 2017   

    • elective deferral
    • correction
    • (and 1 more)

      Tagged with:

      • elective deferral
      • correction
      • payroll period
    • 8 replies
    • 3.4k views
    • 
    • CuseFan
    • February 24, 2017

34. Incorrect HCE Match

    By Guest padmin, June 29, 2006
    • 1 reply
    • 1.3k views
    • 
    • Nate X
    • July 3, 2006

35. Incorrect Management Fees Charged

    By Vlad401k, May 12, 2015
    • 6 replies
    • 1.3k views
    • 
    • Kevin C
    • May 13, 2015

36. Incorrect match included in ACP test?

    By CLM65, December 9, 2015   

    • incorrect match
    • ACP test
    • 2 replies
    • 635 views
    • 
    • CLM65
    • December 10, 2015

37. Incorrect Match Refund Timing

    By Guest DennisT, February 17, 2000
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • February 18, 2000

38. Incorrect Matching contribution due to falsified payroll

    By Monica Barnard, March 7, 2018
    • 1 reply
    • 538 views
    • 
    • shERPA
    • March 7, 2018

39. Incorrect payout

    By PFranckowiak, July 20, 2017
    • 1 reply
    • 356 views
    • 
    • ESOP Guy
    • July 20, 2017

40. Incorrect Plan Document

    By Guest Willie, May 21, 2003
    • 2 replies
    • 1.3k views
    • 
    • chris
    • May 22, 2003

41. Incorrect Profit Sharing Allocation

    By 52626, October 20, 2014
    • 4 replies
    • 2.2k views
    • 
    • ESOP Guy
    • October 20, 2014

42. incorrect refund made to H/C

    By Belgarath, May 6, 2004
    • 9 replies
    • 1.5k views
    • 
    • jquazza
    • May 10, 2004

43. Incorrect refund of deferrals

    By Belgarath, June 27, 2017
    • 3 replies
    • 1.4k views
    • 
    • msmith
    • July 22, 2017

44. Incorrect Rollover into 401(k) Plan

    By Guest marie567, February 2, 2002
    • 8 replies
    • 3.4k views
    • 
    • Alf
    • October 2, 2004

45. Incorrect Safe Harbor Notice

    By 52626, June 2, 2015
    • 1 reply
    • 1.1k views
    • 
    • Jim Chad
    • June 2, 2015

46. Incorrect Salary Deferral Deduction

    By Guest fidelityrose, May 13, 2010
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • May 13, 2010

47. incorrect social secutity number

    By k man, July 26, 2004
    • 25 replies
    • 13.2k views
    • 
    • WDIK
    • August 30, 2004

48. incorrect testing

    By K2retire, June 21, 2016
    • 6 replies
    • 1.6k views
    • 
    • Mike Preston
    • June 27, 2016

49. Incorrect timing of forfeitures.

    By Guest UKH, April 18, 2001
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • April 19, 2001

50. Incorrect treatment of elective deferrals

    By jkharvey, July 4, 2001
    • 0 replies
    • 1.4k views
    • 
    • jkharvey
    • July 4, 2001