401(k) Plans

19,321 topics in this forum

1. Individually designed 401(k) restatement?

   By kmhaab, October 29, 2019
   • 2 replies
   • 494 views
   • 
   • Luke Bailey
   • November 5, 2019

2. Individually Designed Document Question

   By khn, March 6, 2019
   • 21 replies
   • 1.8k views
   • 
   • jpod
   • March 7, 2019

3. Individually Directed Accounts

   By Guest ptpnthr, December 15, 1999
   • 2 replies
   • 1.7k views
   • 
   • Guest
   • December 16, 1999

4. industry averages

   By Guest Juracek, June 9, 1999
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • June 9, 1999

5. Industry Averages

   By Guest Jeff Weber, December 29, 2010
   • 2 replies
   • 1.3k views
   • 
   • Dave Baker
   • December 29, 2010

6. Indvidual (k) Question

   By Guest EAS, December 23, 2004
   • 6 replies
   • 1.6k views
   • 
   • Appleby
   • December 26, 2004

7. Inelig HCE deferred - how to correct (& tax)?

   By AlbanyConsultant, July 24, 2018
   • 9 replies
   • 920 views
   • 
   • AlbanyConsultant
   • July 25, 2018

8. Ineligible 401(k) deferrals

   By Guest grazetti, February 2, 2006
   • 1 reply
   • 2k views
   • 
   • Archimage
   • February 2, 2006

9. Ineligible 401(k) participant

   By TPA2015, May 2, 2018   

   • 401(k)
   • ineligible participant
   • 1 reply
   • 524 views
   • 
   • ETA Consulting LLC
   • May 3, 2018

10. Ineligible 401k - Deferred Compensation

    By austin3515, February 1, 2016
    • 0 replies
    • 918 views
    • 
    • austin3515
    • February 1, 2016

11. Ineligible 401k participant

    By Guest Ed Walker, February 26, 2002
    • 11 replies
    • 7.6k views
    • 
    • lkpittman
    • December 23, 2002

12. Ineligible after-tax contributions

    By Guest jim williams, August 30, 2006
    • 1 reply
    • 1.1k views
    • 
    • Jim Chad
    • August 31, 2006

13. ineligible contributions

    By Guest lidmann, December 17, 1998
    • 1 reply
    • 2.5k views
    • 
    • Guest
    • December 17, 1998

14. ineligible deferral/safe harbor match

    By Guest Moira, March 24, 2009
    • 2 replies
    • 1.3k views
    • 
    • QDROphile
    • March 26, 2009

15. Ineligible deferrals

    By Guest, January 12, 2001
    • 2 replies
    • 2.3k views
    • 
    • R. Butler
    • January 12, 2001

16. Ineligible Deferrals Reimbursed Through Payroll

    By Mr401k, February 4, 2011
    • 0 replies
    • 782 views
    • 
    • Mr401k
    • February 4, 2011

17. Ineligible deferrals, not corrected

    By emmetttrudy, July 26, 2013
    • 6 replies
    • 1.4k views
    • 
    • emmetttrudy
    • August 8, 2013

18. Ineligible Deferrals/Compensation

    By Guest Retirement 91, July 1, 2010
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • July 6, 2010

19. Ineligible Distribution

    By Guest Amanda Davis, February 26, 2003
    • 6 replies
    • 4.3k views
    • 
    • Appleby
    • February 26, 2003

20. Ineligible Ee

    By stevena, September 23, 2005
    • 2 replies
    • 1.5k views
    • 
    • Jim Chad
    • February 8, 2013

21. ineligible employe deferrals

    By maverick, June 26, 2003
    • 4 replies
    • 1.2k views
    • 
    • Kirk Maldonado
    • June 29, 2003

22. ineligible employee

    By Guest mk2308, February 3, 2005
    • 1 reply
    • 1.6k views
    • 
    • WDIK
    • February 3, 2005

23. Ineligible employee allowed to defer to 401k

    By ConnieStorer, September 20, 2024
    • 4 replies
    • 1.5k views
    • 
    • Ilene Ferenczy
    • September 24, 2024

24. Ineligible employee allowed to defer too soon

    By Pammie57, June 30, 2015
    • 3 replies
    • 7.7k views
    • 
    • Tom Poje
    • July 1, 2015

25. Ineligible employee allowed to make deferrals

    By Guest jefe96, February 24, 2005
    • 5 replies
    • 1.8k views
    • 
    • Harwood
    • March 1, 2005

26. Ineligible employee contributions

    By wifrbr, April 14, 2022
    • 1 reply
    • 502 views
    • 
    • Bri
    • April 14, 2022

27. Ineligible Employee Deferrals

    By Guest PCS Inc, February 8, 2007
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • February 9, 2007

28. Ineligible employee deferred

    By cdavis25, April 26, 2012
    • 1 reply
    • 1.1k views
    • 
    • K2retire
    • April 26, 2012

29. Ineligible employee deferred in 2005

    By Jim Chad, September 1, 2006
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • September 13, 2006

30. ineligible employee deferring

    By Guest quinn the car fixer, November 15, 2004
    • 2 replies
    • 1.1k views
    • 
    • Archimage
    • November 15, 2004

31. ineligible employee defers

    By k man, December 19, 2003
    • 21 replies
    • 20k views
    • 
    • BG5150
    • September 29, 2016

32. Ineligible Employee defers during the plan year

    By JKW, February 13, 2013
    • 8 replies
    • 7.6k views
    • 
    • Kevin C
    • February 22, 2013

33. Ineligible Employee making 401K contributions

    By Guest Ed Walker, March 18, 2003
    • 1 reply
    • 2.8k views
    • 
    • Tom Poje
    • March 18, 2003

34. Ineligible Employees allowed to Defer

    By 52626, December 20, 2019
    • 1 reply
    • 605 views
    • 
    • Luke Bailey
    • December 21, 2019

35. Ineligible In-Service Withdrawal

    By emmetttrudy, March 30, 2009
    • 6 replies
    • 2.8k views
    • 
    • jlea
    • March 31, 2009

36. Ineligible Participant

    By Guest Much2Learn, August 30, 2002
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • August 30, 2002

37. Ineligible participant contributions

    By Dazednconfused, July 22, 2010
    • 3 replies
    • 1.6k views
    • 
    • rcline46
    • August 3, 2010

38. Ineligible participant deferring before entry date

    By ajustice, April 4, 2019
    • 3 replies
    • 1.3k views
    • 
    • justanotheradmin
    • April 4, 2019

39. Ineligible participant funds Salary Deferrals in Safe Harbor 401(k) Plan

    By Dougsbpc, March 20, 2023
    • 7 replies
    • 1.3k views
    • 
    • BG5150
    • March 22, 2023

40. Ineligible participant received loan

    By Erin L, June 20, 2023
    • 7 replies
    • 1.4k views
    • 
    • Centerstage
    • July 5, 2023

41. Ineligible Participant with Contributions and Investment

    By FishOn, May 6, 2024
    • 1 reply
    • 694 views
    • 
    • Lou S.
    • May 6, 2024

42. Ineligible Participants

    By Guest susa, May 14, 2003
    • 1 reply
    • 957 views
    • 
    • Blinky the 3-eyed Fish
    • May 14, 2003

43. Ineligible participants

    By MBCarey, January 13, 2011
    • 1 reply
    • 1.2k views
    • 
    • BG5150
    • January 13, 2011

44. Ineligible Participants

    By Guest HHR, June 10, 2003
    • 2 replies
    • 1.6k views
    • 
    • Tom Poje
    • June 12, 2003

45. Ineligible Participants Allowed To Defer

    By metsfan026, August 2, 2022
    • 7 replies
    • 1.8k views
    • 
    • Luke Bailey
    • August 4, 2022

46. Ineligible PS received & distributed

    By Dazednconfused, March 2, 2010
    • 2 replies
    • 1.6k views
    • 
    • Dazednconfused
    • March 3, 2010

47. Ineligible Ptp makes 401(k) conts and taxation

    By buckaroo, February 16, 2005
    • 2 replies
    • 1.5k views
    • 
    • wmyer
    • February 18, 2005

48. Ineligible Rollover

    By goldtpa, June 9, 2009
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • June 9, 2009

49. Ineligible Rollover & 1099-R

    By Zoey, September 5, 2017
    • 18 replies
    • 3k views
    • 
    • Zoey
    • September 6, 2017

50. ineligible solo 401k

    By Pixie, September 12, 2024
    • 8 replies
    • 1.1k views
    • 
    • Pixie
    • September 19, 2024