401(k) Plans

19,275 topics in this forum

1. Missed loan payments; when does deemed distribution occur?

   By LCARUSI, August 27, 1998
   • 7 replies
   • 5.4k views
   • 
   • Guest
   • September 16, 1998

2. Missed Loan repayment

   By Guest lbz123, July 23, 2009
   • 4 replies
   • 2.8k views
   • 
   • Guest
   • July 28, 2009

3. Missed match

   By Pension RC, October 29, 2015
   • 1 reply
   • 853 views
   • 
   • Bill Presson
   • October 29, 2015

4. Missed match deposit

   By Chippy, July 18, 2013
   • 7 replies
   • 1k views
   • 
   • Chippy
   • July 18, 2013

5. Missed match for HCE

   By BG5150, February 3, 2021
   • 2 replies
   • 1.1k views
   • 
   • CuseFan
   • February 3, 2021

6. Missed Match more than 12 months after plan year end

   By Vlad401k, February 8, 2021
   • 10 replies
   • 953 views
   • 
   • Mike Preston
   • February 16, 2021

7. missed match on lost salary deferral opportunity

   By cpc0506, September 21, 2015
   • 3 replies
   • 1.6k views
   • 
   • BG5150
   • October 5, 2015

8. Missed Match True-Up Contributions

   By ERISAGal, August 2, 2019
   • 2 replies
   • 1.3k views
   • 
   • JackS
   • August 7, 2019

9. Missed matching due to calculation by payroll period vs. annual

   By Francis, September 15, 2016
   • 6 replies
   • 4k views
   • 
   • pjbaer
   • September 29, 2016

10. Missed opportunity in a EACA plan

    By cpc0506, May 30, 2017
    • 1 reply
    • 665 views
    • 
    • BG5150
    • May 30, 2017

11. Missed Opportunity to Defer with Safe Harbor Match

    By Cobras59, June 28, 2022
    • 3 replies
    • 752 views
    • 
    • MWeddell
    • July 8, 2022

12. missed p/s contribution deadline

    By wsp, October 6, 2004
    • 8 replies
    • 3.2k views
    • 
    • Guest
    • September 28, 2010

13. Missed Payroll Contributions

    By Guest Ray Corneau, October 4, 2002
    • 5 replies
    • 2.3k views
    • 
    • MWeddell
    • October 15, 2002

14. Missed PSP Contribution - plan previously terminated

    By Good401(k), March 13, 2018   

    • 401(a)
    • profit-sharing
    • (and 2 more)

      Tagged with:

      • 401(a)
      • profit-sharing
      • missed contribution
      • corrective contribution
    • 4 replies
    • 1.1k views
    • 
    • Bob the Swimmer
    • March 18, 2018

15. Missed RMD

    By cpc0506, January 19, 2011
    • 6 replies
    • 5k views
    • 
    • TPApril
    • April 4, 2013

16. Missed RMD VCP

    By austin3515, June 7, 2017
    • 6 replies
    • 1.3k views
    • 
    • austin3515
    • June 9, 2017

17. Missed RMDs for numerous years

    By cpc0506, November 5, 2012
    • 6 replies
    • 1.9k views
    • 
    • jpod
    • April 26, 2013

18. Missed Roth Contributions

    By MjInvestments, December 11, 2017   

    • roth
    • 401(k)
    • (and 2 more)

      Tagged with:

      • roth
      • 401(k)
      • missed contributions
      • missed deferrals
    • 2 replies
    • 1.7k views
    • 
    • Kevin C
    • December 12, 2017

19. Missed Roth deferral and QNEC is non-Roth

    By andrew, August 28, 2023
    • 6 replies
    • 3k views
    • 
    • andrew
    • August 29, 2023

20. Missed Roth deferral and QNEC: participant disadvantaged?

    By BG5150, May 28, 2020
    • 1 reply
    • 1.2k views
    • 
    • Lou S.
    • May 28, 2020

21. Missed Safe Habor Contribution

    By Guest Michael Anderson, February 16, 2004
    • 3 replies
    • 2.1k views
    • 
    • Tom Poje
    • December 23, 2004

22. Missed Safe Harbor and ADP testing

    By BG5150, March 9, 2017
    • 8 replies
    • 1.7k views
    • 
    • RatherBeGolfing
    • March 10, 2017

23. Missed Safe Harbor contribution

    By JKW, July 9, 2013
    • 1 reply
    • 2.4k views
    • 
    • John Feldt ERPA CPC QPA
    • July 9, 2013

24. Missed sending Disclosure

    By CLE401kGuy, January 7, 2019
    • 1 reply
    • 1.7k views
    • 
    • C. B. Zeller
    • January 8, 2019

25. Missed sending Disclosure

    By shadowgun1102, May 15, 2019
    • 3 replies
    • 892 views
    • 
    • Bird
    • May 17, 2019

26. Missing assets found plan termed 2 years ago

    By Guest padmin, April 23, 2005
    • 7 replies
    • 1.5k views
    • 
    • mbozek
    • April 26, 2005

27. Missing Enrollment Forms?

    By Jilliandiz, September 22, 2005
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • September 29, 2005

28. missing information for 5500

    By khr, September 15, 2016
    • 4 replies
    • 960 views
    • 
    • RatherBeGolfing
    • September 16, 2016

29. Missing participant forfeiture reinstatement on plan termination

    By BenefitsBum, June 16, 2020
    • 5 replies
    • 1.5k views
    • 
    • RatherBeGolfing
    • June 18, 2020

30. missing participant in an ongoing PS/401(k) plan

    By Guest jigpsu100, February 10, 2005
    • 13 replies
    • 3.2k views
    • 
    • Guest
    • February 23, 2005

31. Missing Participant IRA's

    By austin3515, September 2, 2015
    • 13 replies
    • 2.9k views
    • 
    • Bird
    • September 3, 2015

32. Missing participant is deceased

    By JKW, November 17, 2014
    • 3 replies
    • 1k views
    • 
    • JKW
    • November 20, 2014

33. Missing participant records

    By 30Rock, March 19
    • 3 replies
    • 1.1k views
    • 
    • 30Rock
    • March 19

34. Missing Participant?

    By Jilliandiz, October 18, 2005
    • 2 replies
    • 1.7k views
    • 
    • david rigby
    • October 19, 2005

35. Missing Participants

    By Guest AdminFL, October 12, 2001
    • 8 replies
    • 2.6k views
    • 
    • Guest
    • October 31, 2001

36. Missing Participants

    By Guest Frank Jackson, July 27, 1999
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • July 28, 1999

37. Missing Participants

    By Guest Sheryl L, April 23, 2002
    • 10 replies
    • 3.1k views
    • 
    • mbozek
    • November 13, 2002

38. Missing Participants and Patriot Act

    By J. Bringhurst, September 27, 2004
    • 26 replies
    • 4.5k views
    • 
    • Belgarath
    • October 7, 2004

39. Missing Participants Terminated Plans

    By Guest roseadmin, October 22, 2010
    • 0 replies
    • 753 views
    • 
    • Guest
    • October 22, 2010

40. Missing Participants/Terminated Plan

    By Guest Frank Jackson, December 6, 1999
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • December 6, 1999

41. Missing Participants/Terminating Plan

    By Guest Donaldson, May 6, 2003
    • 4 replies
    • 2.2k views
    • 
    • E as in ERISA
    • May 8, 2003

42. Missing payroll records for 9 years

    By 30Rock, April 27, 2018
    • 6 replies
    • 1k views
    • 
    • 30Rock
    • May 1, 2018

43. missing plan participants

    By Guest Rockford, April 17, 2002
    • 7 replies
    • 2k views
    • 
    • mbozek
    • April 21, 2002

44. Missing Signed PPA Restatements Documents - How to handle?

    By Francis, July 14, 2020   

    • ppa
    • 5 replies
    • 873 views
    • 
    • Francis
    • July 24, 2020

45. Missing spouse of deceased Participant and no waiver on file

    By Jim Chad, October 27, 2017
    • 20 replies
    • 4.7k views
    • 
    • jpod
    • November 2, 2017

46. Missing TPA

    By Guest erisafried, December 2, 2002
    • 4 replies
    • 1.7k views
    • 
    • austin3515
    • December 3, 2002

47. Mistake - Deferral put into IRA

    By Pammie57, December 11, 2017
    • 8 replies
    • 1.1k views
    • 
    • Pammie57
    • December 15, 2017

48. Mistake In Fact Duplicate Deposit

    By AmyETPA, March 15, 2022
    • 3 replies
    • 1.3k views
    • 
    • Doc Ument
    • March 17, 2022

49. Mistake in fact or operational error

    By Guest Ken C, September 7, 2007
    • 18 replies
    • 16.2k views
    • 
    • Guest
    • September 12, 2007

50. Mistake in Safe Harbor notice

    By jquazza, March 18, 2004
    • 0 replies
    • 960 views
    • 
    • jquazza
    • March 18, 2004