401(k) Plans

19,321 topics in this forum

1. Missed sending Disclosure

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

2. Missed sending Disclosure

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

3. Missing assets found plan termed 2 years ago

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

4. Missing Enrollment Forms?

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

5. missing information for 5500

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

6. Missing participant forfeiture reinstatement on plan termination

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

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

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

8. Missing Participant IRA's

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

9. Missing participant is deceased

   By JKW, November 17, 2014
   • 3 replies
   • 1.1k views
   • 
   • JKW
   • November 20, 2014

10. Missing participant records

    By 30Rock, March 19, 2025
    • 3 replies
    • 1.1k views
    • 
    • 30Rock
    • March 19, 2025

11. Missing Participant?

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

12. Missing Participants

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

13. Missing Participants

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

14. Missing Participants

    By Guest Sheryl L, April 23, 2002
    • 10 replies
    • 3.2k views
    • 
    • mbozek
    • November 13, 2002

15. Missing Participants and Patriot Act

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

16. Missing Participants Terminated Plans

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

17. Missing Participants/Terminated Plan

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

18. Missing Participants/Terminating Plan

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

19. Missing payroll records for 9 years

    By 30Rock, April 27, 2018
    • 6 replies
    • 1.1k views
    • 
    • 30Rock
    • May 1, 2018

20. missing plan participants

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

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

    By Francis, July 14, 2020   

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

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

    By Jim Chad, October 27, 2017
    • 20 replies
    • 4.8k views
    • 
    • jpod
    • November 2, 2017

23. Missing TPA

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

24. Mistake - Deferral put into IRA

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

25. Mistake In Fact Duplicate Deposit

    By AmyETPA, March 15, 2022
    • 3 replies
    • 1.4k views
    • 
    • Doc Ument
    • March 17, 2022

26. Mistake in fact or operational error

    By Guest Ken C, September 7, 2007
    • 18 replies
    • 16.4k views
    • 
    • Guest
    • September 12, 2007

27. Mistake in Safe Harbor notice

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

28. Mistake of Fact ???!!!

    By BW, December 10, 2014
    • 17 replies
    • 4.4k views
    • 
    • Stable Two Financial
    • December 17, 2014

29. Mistake of Fact for multiemployer plan

    By roy819, January 9
    • 1 reply
    • 235 views
    • 
    • Peter Gulia
    • January 9

30. Mistake of Fact question

    By Kimberly S, October 1, 2008
    • 10 replies
    • 4.1k views
    • 
    • Guest
    • October 2, 2008

31. Mistake of Fact--what to do about earnings?

    By BG5150, July 16, 2021
    • 2 replies
    • 835 views
    • 
    • Mike Preston
    • July 17, 2021

32. Mistake or not?

    By Guest HJoseph, December 19, 2012
    • 8 replies
    • 1.7k views
    • 
    • shERPA
    • December 20, 2012

33. Mistaken Employer Contribution

    By Gadgetfreak, January 10, 2024
    • 2 replies
    • 1.3k views
    • 
    • Peter Gulia
    • January 10, 2024

34. Mistaken force-out

    By Brian Gallagher, March 16, 2004
    • 2 replies
    • 1.2k views
    • 
    • Brian Gallagher
    • March 17, 2004

35. Mistaken matching contribution

    By eilano, December 18, 2001
    • 1 reply
    • 1.5k views
    • 
    • Erik Read
    • December 19, 2001

36. Mistaken notice to interested parties

    By 7806akp, July 13, 2011
    • 2 replies
    • 937 views
    • 
    • jpod
    • July 13, 2011

37. Mistakenly made a Safe Harbor Match Contribution

    By Alex Daisy, May 19, 2009
    • 16 replies
    • 4.7k views
    • 
    • Kevin C
    • May 22, 2009

38. Mix & Match Safe Harbor

    By Guest SusanE, February 23, 2007
    • 1 reply
    • 1.1k views
    • 
    • RCK
    • February 23, 2007

39. Mixing 401(k) Contributions and Catch-Up Contributions

    By Guest zora, May 23, 2006
    • 3 replies
    • 3.1k views
    • 
    • Mike Preston
    • May 24, 2006

40. Moderator Accidently ERASED CURRENT THREAD RE: 403(b) rollovers

    By LCARUSI, May 21, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • May 21, 1999

41. Modification of loan repayment terms

    By Guest JDL, July 15, 2003
    • 5 replies
    • 3k views
    • 
    • Guest
    • July 16, 2003

42. Modifying Prototype Adoption Agreements ... Can you?

    By Guest billy bong, November 5, 1999
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • November 6, 1999

43. Mom Answers Phones for 10 hours

    By austin3515, March 7, 2019
    • 9 replies
    • 1.3k views
    • 
    • BG5150
    • March 8, 2019

44. Money Purcahse merged with Profit Sharing

    By blue, May 27, 2008
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • May 28, 2008

45. Money Purchase Contribution

    By Alex Daisy, November 20, 2008
    • 10 replies
    • 1.9k views
    • 
    • John Feldt ERPA CPC QPA
    • November 23, 2008

46. Money Purchase Forfeitures in 401(k)

    By Guest SWH, January 27, 2005
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • January 27, 2005

47. Money Purchase funding for short year

    By Guest Diana Hill, October 4, 2001
    • 3 replies
    • 1.5k views
    • 
    • KJohnson
    • October 5, 2001

48. Money purchase pension assets in top heavy testing

    By Mleech, April 3, 2025
    • 3 replies
    • 666 views
    • 
    • ESOP Guy
    • April 3, 2025

49. Money Purchase Pension Plan

    By mlp0816, April 13, 2007
    • 2 replies
    • 1.4k views
    • 
    • mlp0816
    • April 13, 2007

50. Money Purchase Plan

    By Guest qualified plan, April 12, 2005
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • April 12, 2005