401(k) Plans

19,321 topics in this forum

1. Missed Deferral Opportunity?

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

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

   By Vlad401k, August 7, 2025
   • 3 replies
   • 809 views
   • 
   • CuseFan
   • August 7, 2025

3. Missed Deferral Opportunity/Match - QNEC deposit

   By TPApril, August 15, 2023
   • 4 replies
   • 1.6k views
   • 
   • austin3515
   • August 17, 2023

4. Missed deferral QNEC

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

5. 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

6. missed deferral?

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

7. Missed Deferral/SH Match

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

8. Missed Deferrals

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

9. Missed Deferrals

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

10. Missed deferrals

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

11. Missed Deferrals

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

12. Missed Deferrals - Correction Method

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

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

    By AKconsult, June 1, 2016
    • 3 replies
    • 3.5k views
    • 
    • SavingsRUS
    • June 2, 2016

14. Missed Deferrals - Earnings Calculation

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

15. Missed Deferrals and Confirmation of Corrections

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

16. Missed deferrals in final payroll of 2018

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

17. Missed Deferrals Less Than 3 months

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

18. Missed Deferrals on Bonus Comp

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

19. missed deferrals, or opportunistic employee

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

20. Missed deferrals/match on bonus

    By Guest Sue2, August 30, 2002
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • August 30, 2002

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

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

22. Missed Employer Contributions

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

23. 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
    • 945 views
    • 
    • cheersmate
    • October 21, 2015

24. Missed Loan Payment

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

25. Missed Loan Payments

    By MGOAdmin, November 11, 2019   

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

26. Missed Loan Payments

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

27. Missed Loan Payments

    By katie58, April 24, 2014
    • 11 replies
    • 4.6k views
    • 
    • katie58
    • April 25, 2014

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

    By LCARUSI, August 27, 1998
    • 7 replies
    • 5.5k views
    • 
    • Guest
    • September 16, 1998

29. Missed Loan repayment

    By Guest lbz123, July 23, 2009
    • 4 replies
    • 2.9k views
    • 
    • Guest
    • July 28, 2009

30. Missed match

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

31. Missed match deposit

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

32. Missed match for HCE

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

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

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

34. missed match on lost salary deferral opportunity

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

35. Missed Match True-Up Contributions

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

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

    By Francis, September 15, 2016
    • 6 replies
    • 4.1k views
    • 
    • pjbaer
    • September 29, 2016

37. Missed opportunity in a EACA plan

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

38. Missed Opportunity to Defer with Safe Harbor Match

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

39. missed p/s contribution deadline

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

40. Missed Payroll Contributions

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

41. 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

42. Missed RMD

    By cpc0506, January 19, 2011
    • 6 replies
    • 5.1k views
    • 
    • TPApril
    • April 4, 2013

43. Missed RMD VCP

    By austin3515, June 7, 2017
    • 6 replies
    • 1.4k views
    • 
    • austin3515
    • June 9, 2017

44. Missed RMDs for numerous years

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

45. 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

46. Missed Roth deferral and QNEC is non-Roth

    By andrew, August 28, 2023
    • 6 replies
    • 3.3k views
    • 
    • andrew
    • August 29, 2023

47. Missed Roth deferral and QNEC: participant disadvantaged?

    By BG5150, May 28, 2020
    • 1 reply
    • 1.3k views
    • 
    • Lou S.
    • May 28, 2020

48. Missed Safe Habor Contribution

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

49. Missed Safe Harbor and ADP testing

    By BG5150, March 9, 2017
    • 8 replies
    • 1.8k views
    • 
    • RatherBeGolfing
    • March 10, 2017

50. Missed Safe Harbor contribution

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