401(k) Plans

19,321 topics in this forum

1. minor beneficiary

   By k man, August 1, 2005
   • 3 replies
   • 1.9k views
   • 
   • david rigby
   • August 4, 2005

2. Minor change to a Volume Submitter document.

   By Richard Anderson, October 20, 2005
   • 3 replies
   • 1.5k views
   • 
   • Guest
   • October 21, 2005

3. Minor child as beneficiary?

   By Guest Michael Anderson, April 4, 2005
   • 6 replies
   • 2.4k views
   • 
   • Kirk Maldonado
   • April 7, 2005

4. Minor Children and 401k Eligibility

   By JH1, November 5, 2014
   • 4 replies
   • 3.5k views
   • 
   • Tom Poje
   • November 5, 2014

5. Minority Law partner and Self Employed consultant

   By RayJJohnsonJr, April 7, 2010
   • 8 replies
   • 1.5k views
   • 
   • Jim Chad
   • April 13, 2010

6. Misapplication of SH Allocation Formula

   By Guest kgsingletary, April 4, 2002
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • April 4, 2002

7. Misplaced contributions

   By Guest jreddi, March 14, 2000
   • 6 replies
   • 1.6k views
   • 
   • Kirk Maldonado
   • March 19, 2000

8. missed 2013 Form 8955-SSA

   By cpc0506, February 10, 2015
   • 13 replies
   • 2.8k views
   • 
   • chc93
   • October 12, 2017

9. Missed 2021 match for one person--do earnings?

   By BG5150, April 6, 2022
   • 6 replies
   • 736 views
   • 
   • BG5150
   • May 2, 2022

10. Missed 401k Correction

    By CLE401kGuy, December 18, 2013
    • 4 replies
    • 1.1k views
    • 
    • GMK
    • December 19, 2013

11. Missed 401k Deduction for New Enrollee

    By Guest jefe96, September 1, 2005
    • 3 replies
    • 2k views
    • 
    • WDIK
    • September 2, 2005

12. Missed ADP Refund and correction

    By buckaroo, September 11, 2009
    • 1 reply
    • 1.6k views
    • 
    • Kevin C
    • September 18, 2009

13. Missed Auto Increase

    By S- Milwaukee, January 6, 2016
    • 1 reply
    • 841 views
    • 
    • Belgarath
    • January 7, 2016

14. Missed Auto-Enrollment Contributions

    By metsfan026, October 29, 2024
    • 5 replies
    • 789 views
    • 
    • Belgarath
    • October 29, 2024

15. Missed Blackout Notice

    By LawyerGuy, July 28, 2021
    • 1 reply
    • 1k views
    • 
    • Peter Gulia
    • July 28, 2021

16. Missed Catch Up Contribution - Rev Proc 2015-28

    By 52626, October 22, 2015
    • 0 replies
    • 1.2k views
    • 
    • 52626
    • October 22, 2015

17. Missed Catch-Up Deferrals

    By Safeharbor29, July 17, 2015
    • 1 reply
    • 880 views
    • 
    • K2retire
    • July 17, 2015

18. Missed contribution by employer

    By Dhaval Mehta, April 9, 2019
    • 6 replies
    • 2.6k views
    • 
    • justanotheradmin
    • April 10, 2019

19. Missed Deferral

    By Nassau, September 20, 2010
    • 0 replies
    • 942 views
    • 
    • Nassau
    • September 20, 2010

20. Missed Deferral - automatic enrollment

    By Chippy, February 23, 2018
    • 5 replies
    • 874 views
    • 
    • 401king
    • February 26, 2018

21. Missed Deferral - Catch Up Contribution

    By 52626, January 27, 2019
    • 10 replies
    • 3.4k views
    • 
    • cheersmate
    • January 31, 2019

22. Missed Deferral - One Payroll

    By sdix401k, August 24, 2017
    • 3 replies
    • 1.5k views
    • 
    • sdix401k
    • August 24, 2017

23. Missed Deferral 2016 and 2017 - still fix?

    By JKW, February 20, 2018
    • 3 replies
    • 650 views
    • 
    • Mike Preston
    • February 23, 2018

24. Missed Deferral and Catchup Opportunity

    By bhodge113, April 8, 2021
    • 4 replies
    • 1.8k views
    • 
    • BG5150
    • April 12, 2021

25. Missed Deferral and Match

    By Vlad401k, February 28, 2017
    • 1 reply
    • 455 views
    • 
    • WCC
    • February 28, 2017

26. Missed Deferral and Match

    By Guest 401knewbie, March 14, 2007
    • 4 replies
    • 1.5k views
    • 
    • Jim Chad
    • March 15, 2007

27. Missed Deferral and SH Match for 6 years

    By SCSFAM03, December 7, 2018
    • 1 reply
    • 428 views
    • 
    • Belgarath
    • December 10, 2018

28. Missed deferral election changing from 5% to 2%.

    By Jim Chad, January 5, 2018
    • 1 reply
    • 513 views
    • 
    • ERISAAPPLE
    • January 8, 2018

29. missed deferral incorrect correction

    By K2retire, April 3, 2018   

    • qnec
    • wrong compensation definition
    • 1 reply
    • 597 views
    • 
    • Luke Bailey
    • April 4, 2018

30. Missed Deferral Opp Fixes

    By Rai401k, May 29, 2014
    • 6 replies
    • 1.3k views
    • 
    • Guest
    • May 30, 2014

31. Missed deferral opportunity

    By cpc0506, September 18, 2015
    • 1 reply
    • 972 views
    • 
    • Mike Preston
    • September 18, 2015

32. missed deferral opportunity

    By Pixie, April 10, 2024
    • 1 reply
    • 771 views
    • 
    • WCC
    • April 11, 2024

33. Missed Deferral Opportunity

    By Nassau, September 20, 2010
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • September 20, 2010

34. Missed Deferral Opportunity

    By Lou81, May 13, 2022
    • 1 reply
    • 796 views
    • 
    • BeachBum
    • May 13, 2022

35. Missed Deferral Opportunity

    By FishOn, September 12, 2023
    • 2 replies
    • 805 views
    • 
    • FishOn
    • September 12, 2023

36. Missed deferral opportunity

    By BG5150, May 25, 2022
    • 3 replies
    • 675 views
    • 
    • Luke Bailey
    • May 27, 2022

37. missed deferral opportunity

    By LANDO, January 23, 2024   

    • back pay
    • 1 reply
    • 964 views
    • 
    • Paul I
    • January 23, 2024

38. Missed Deferral Opportunity

    By JKW, August 15, 2018
    • 1 reply
    • 559 views
    • 
    • Bri
    • August 16, 2018

39. Missed Deferral Opportunity

    By Gilmore, December 14, 2019
    • 4 replies
    • 1.5k views
    • 
    • Bri
    • January 23, 2023

40. Missed Deferral Opportunity

    By TMcfall, August 12, 2021
    • 4 replies
    • 1.4k views
    • 
    • Patricia Neal Jensen
    • August 16, 2021

41. Missed Deferral Opportunity - 25% QNEC vs 3 month rolling

    By legort69, April 10, 2018   

    • rolling three-month exception
    • 4 replies
    • 2.2k views
    • 
    • Belgarath
    • August 18, 2020

42. Missed Deferral Opportunity - Form 5500 Sched H line 4a

    By ratherbereading, January 9, 2025
    • 3 replies
    • 1.8k views
    • 
    • ratherbereading
    • January 10, 2025

43. Missed Deferral Opportunity - mid year correction or max out option

    By legort69, May 3, 2022
    • 3 replies
    • 623 views
    • 
    • C. B. Zeller
    • May 5, 2022

44. Missed Deferral Opportunity - Spans many years

    By Pam S., January 11, 2018
    • 2 replies
    • 797 views
    • 
    • Pam S.
    • January 11, 2018

45. Missed Deferral Opportunity - with a twist

    By Kattdogg12, November 12, 2024
    • 1 reply
    • 541 views
    • 
    • Bri
    • November 13, 2024

46. Missed Deferral Opportunity for Auto Enrollments

    By CelloFan, May 17, 2022
    • 1 reply
    • 773 views
    • 
    • C. B. Zeller
    • May 17, 2022

47. Missed Deferral Opportunity using forfeiture account

    By JKW, October 30, 2013
    • 1 reply
    • 1.5k views
    • 
    • chc93
    • October 30, 2013

48. Missed Deferral Opportunity- no other members of employees group

    By PMZJohn, December 29, 2023
    • 4 replies
    • 1.9k views
    • 
    • cathyw
    • January 5, 2024

49. Missed Deferral Opportunity- Safe Harbor Plan

    By Coleboy1, March 1, 2023
    • 4 replies
    • 720 views
    • 
    • RAH401(k)
    • March 2, 2023

50. Missed Deferral Opportunity?

    By 12AX7, February 12, 2013
    • 5 replies
    • 4.1k views
    • 
    • ETA Consulting LLC
    • February 13, 2013