401(k) Plans

19,275 topics in this forum

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

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

2. missed deferral incorrect correction

   By K2retire, April 3, 2018   

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

3. Missed Deferral Opp Fixes

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

4. Missed deferral opportunity

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

5. missed deferral opportunity

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

6. Missed Deferral Opportunity

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

7. Missed Deferral Opportunity

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

8. Missed Deferral Opportunity

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

9. Missed deferral opportunity

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

10. missed deferral opportunity

    By LANDO, January 23, 2024   

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

11. Missed Deferral Opportunity

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

12. Missed Deferral Opportunity

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

13. Missed Deferral Opportunity

    By TMcfall, August 12, 2021
    • 4 replies
    • 1.3k views
    • 
    • Patricia Neal Jensen
    • August 16, 2021

14. 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

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

    By ratherbereading, January 9
    • 3 replies
    • 1.6k views
    • 
    • ratherbereading
    • January 10

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

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

17. Missed Deferral Opportunity - Spans many years

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

18. Missed Deferral Opportunity - with a twist

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

19. Missed Deferral Opportunity for Auto Enrollments

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

20. Missed Deferral Opportunity using forfeiture account

    By JKW, October 30, 2013
    • 1 reply
    • 1.4k views
    • 
    • chc93
    • October 30, 2013

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

    By PMZJohn, December 29, 2023
    • 4 replies
    • 1.8k views
    • 
    • cathyw
    • January 5, 2024

22. Missed Deferral Opportunity- Safe Harbor Plan

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

23. Missed Deferral Opportunity?

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

24. Missed Deferral Opportunity?

    By sb0828, February 22, 2023
    • 4 replies
    • 874 views
    • 
    • thepensionmaven
    • February 23, 2023

25. Missed Deferral Opportunity? - Controlled Group - $0 Deferral

    By Vlad401k, August 7
    • 3 replies
    • 759 views
    • 
    • CuseFan
    • August 7

26. Missed Deferral Opportunity/Match - QNEC deposit

    By TPApril, August 15, 2023
    • 4 replies
    • 1.5k views
    • 
    • austin3515
    • August 17, 2023

27. Missed deferral QNEC

    By BG5150, January 14, 2011
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • January 14, 2011

28. Missed Deferral, QNEC, Deductions

    By MGOAdmin, June 9, 2015   

    • qnec
    • deduction limit
    • (and 1 more)

      Tagged with:

      • qnec
      • deduction limit
      • missed deferral
    • 0 replies
    • 1.4k views
    • 
    • MGOAdmin
    • June 9, 2015

29. missed deferral?

    By hunter001, April 27, 2011
    • 2 replies
    • 909 views
    • 
    • Guest
    • April 27, 2011

30. Missed Deferral/SH Match

    By Pammie57, September 19, 2017
    • 1 reply
    • 751 views
    • 
    • WCC
    • September 19, 2017

31. Missed Deferrals

    By Guest jetfaninmn, January 3, 2007
    • 6 replies
    • 1.8k views
    • 
    • 401_4_ever
    • January 5, 2007

32. Missed Deferrals

    By coleboy, January 17, 2018
    • 4 replies
    • 1.2k views
    • 
    • Mr Bagwell
    • January 18, 2018

33. Missed deferrals

    By Cynchbeast, March 26, 2020
    • 2 replies
    • 476 views
    • 
    • Cynchbeast
    • March 29, 2020

34. Missed Deferrals

    By MGOAdmin, October 2, 2023
    • 2 replies
    • 621 views
    • 
    • MGOAdmin
    • October 2, 2023

35. Missed Deferrals - Correction Method

    By Vlad401k, January 22, 2016
    • 2 replies
    • 979 views
    • 
    • Comp Ben HRIS
    • January 25, 2016

36. Missed deferrals - do they go into ADP test?

    By AKconsult, June 1, 2016
    • 3 replies
    • 3.4k views
    • 
    • SavingsRUS
    • June 2, 2016

37. Missed Deferrals - Earnings Calculation

    By Vlad401k, July 29, 2015
    • 3 replies
    • 4.8k views
    • 
    • BG5150
    • July 31, 2015

38. Missed Deferrals and Confirmation of Corrections

    By 30Rock, March 6, 2018
    • 0 replies
    • 781 views
    • 
    • 30Rock
    • March 6, 2018

39. Missed deferrals in final payroll of 2018

    By 30Rock, December 27, 2018
    • 3 replies
    • 534 views
    • 
    • RPAS
    • December 28, 2018

40. Missed Deferrals Less Than 3 months

    By coleboy, March 30, 2018
    • 5 replies
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • March 30, 2018

41. Missed Deferrals on Bonus Comp

    By 12AX7, May 23, 2012
    • 5 replies
    • 2.1k views
    • 
    • 12AX7
    • May 24, 2012

42. missed deferrals, or opportunistic employee

    By K2retire, March 23, 2016
    • 12 replies
    • 1.6k views
    • 
    • jpod
    • March 24, 2016

43. Missed deferrals/match on bonus

    By Guest Sue2, August 30, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 30, 2002

44. Missed Eligible 401(k) Participant - Help!

    By Jilliandiz, November 11, 2008
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • November 11, 2008

45. Missed Employer Contributions

    By MBCarey, August 7, 2006
    • 1 reply
    • 1.4k views
    • 
    • Belgarath
    • August 7, 2006

46. Missed Enrollment of Rehired Participant in SH401k

    By cheersmate, October 21, 2015   

    • 401k safe harbor
    • eligibility correction
    • (and 1 more)

      Tagged with:

      • 401k safe harbor
      • eligibility correction
      • corrective contribution
    • 0 replies
    • 930 views
    • 
    • cheersmate
    • October 21, 2015

47. Missed Loan Payment

    By 52626, August 23, 2016
    • 1 reply
    • 797 views
    • 
    • Belgarath
    • August 24, 2016

48. Missed Loan Payments

    By MGOAdmin, November 11, 2019   

    • loans
    • takeover
    • 0 replies
    • 439 views
    • 
    • MGOAdmin
    • November 11, 2019

49. Missed Loan Payments

    By Guest Jenifer, January 4, 2001
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • January 4, 2001

50. Missed Loan Payments

    By katie58, April 24, 2014
    • 11 replies
    • 4.5k views
    • 
    • katie58
    • April 25, 2014