401(k) Plans

19,321 topics in this forum

1. Otherwise excludable--2-year wait

   By Guest jaatirs, December 15, 2003
   • 1 reply
   • 1.4k views
   • 
   • Tom Poje
   • December 15, 2003

2. Otherwise excludables affect following year?

   By John A, July 27, 2001
   • 1 reply
   • 1.4k views
   • 
   • Tom Poje
   • July 30, 2001

3. Otherwise excludables and safe harbor

   By rlb64, March 11, 2008
   • 1 reply
   • 1.2k views
   • 
   • Tom Poje
   • March 12, 2008

4. Otherwise Excludables tested Separately

   By BLM, May 8, 2017
   • 1 reply
   • 465 views
   • 
   • Tom Poje
   • May 8, 2017

5. Otherwise excludible - 0 NHCES

   By Guest Chris May, March 5, 2003
   • 7 replies
   • 1.4k views
   • 
   • Archimage
   • April 9, 2003

6. Otherwise Excludible and TH

   By Earl, July 11, 2018
   • 14 replies
   • 1.1k views
   • 
   • shERPA
   • July 13, 2018

7. Otherwise Excludible Employees Plan Entry Dates

   By Guest MFuentes, February 2, 2000
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • February 2, 2000

8. Otherwise Excludible HCEs?

   By Guest beppie_stark, February 25, 2010
   • 1 reply
   • 938 views
   • 
   • Tom Poje
   • February 25, 2010

9. Our Plan is top heavy - HELP

   By Guest BJW, May 23, 2001
   • 10 replies
   • 2.3k views
   • 
   • Guest
   • June 12, 2001

10. out of plan Rewards for 401(k) deferrals?

    By chuTzPA, February 25, 2013
    • 4 replies
    • 1.2k views
    • 
    • chuTzPA
    • February 26, 2013

11. Out of the PEO

    By Guest Mike Schwing, December 4, 2002
    • 2 replies
    • 1.2k views
    • 
    • alanm
    • December 10, 2002

12. Out of the PEO

    By Guest Mike Schwing, November 20, 2002
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • November 22, 2002

13. Outdated Plan Document

    By Alex Daisy, August 25, 2010
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • August 25, 2010

14. Outline of concerns regarding the qualification status of my 401k plan

    By Guest Miller426, September 26, 2009
    • 6 replies
    • 1.6k views
    • 
    • Bird
    • September 28, 2009

15. Outside Assets (Golf Equity Membership)

    By PainPA, November 8, 2011
    • 4 replies
    • 1.6k views
    • 
    • ESOP Guy
    • November 8, 2011

16. Outstanding Checks

    By Guest Chris O'Daniel, September 23, 1999
    • 2 replies
    • 2k views
    • 
    • Guest
    • September 27, 1999

17. Outstanding Distribution Checks

    By Guest Cheri_Rose, August 7, 2006
    • 9 replies
    • 5.7k views
    • 
    • Guest
    • August 11, 2006

18. Outstanding Loan Balance - participant death

    By Alex Daisy, August 18, 2008
    • 9 replies
    • 11.1k views
    • 
    • K2retire
    • August 20, 2008

19. Outstanding Loan When Terminated and then Rehired

    By Guest benefitsanalyst, July 30, 2009
    • 2 replies
    • 2.4k views
    • 
    • J Simmons
    • July 30, 2009

20. Outstanding loans and deferrals

    By tertue, January 2, 2013
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • January 2, 2013

21. Outstanding Plan Loans at Plan Termination

    By Guest Denise S. Prince, June 1, 2000
    • 1 reply
    • 1.9k views
    • 
    • KJohnson
    • June 1, 2000

22. Over - matching HCE and NHCE in Safe Harbor Match Plan

    By KTB, October 10, 2013
    • 2 replies
    • 1.2k views
    • 
    • shERPA
    • October 10, 2013

23. Over 404 but not 415 limit

    By pensionam, June 20, 2018
    • 6 replies
    • 850 views
    • 
    • pensionam
    • June 21, 2018

24. Over 415 limit message

    By doombuggy, June 30, 2011
    • 4 replies
    • 1.3k views
    • 
    • Bird
    • July 1, 2011

25. Over 5% owner if stock is sold Jan 1?

    By DPL, February 29, 2016
    • 6 replies
    • 859 views
    • 
    • Peter Gulia
    • March 1, 2016

26. Over 65 but still employed...how to withdrawal funds?

    By Guest tryathlons, March 27, 2013
    • 3 replies
    • 2.6k views
    • 
    • david rigby
    • March 27, 2013

27. over contribute to 401(k) deferrals - Owner

    By jkdoll2, March 17, 2009
    • 3 replies
    • 1.2k views
    • 
    • BG5150
    • March 18, 2009

28. Over contribution of Safe Harbor Match

    By Guest KRS401k, July 22, 2011
    • 3 replies
    • 2.5k views
    • 
    • 12AX7
    • July 23, 2011

29. Over Contribution, Eat Up as PS Contribution

    By Basically, March 7, 2024
    • 9 replies
    • 988 views
    • 
    • Basically
    • March 14, 2024

30. Over deferral limit for calendar year

    By doombuggy, October 17, 2011
    • 2 replies
    • 1.1k views
    • 
    • doombuggy
    • October 17, 2011

31. Over Deposits being used to fund QNEC or SH

    By jkharvey, December 12, 2014
    • 2 replies
    • 973 views
    • 
    • SearchLight
    • December 15, 2014

32. Over deposits of Safe Harbor Match

    By Guest hog4you2, February 14, 2005
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • February 15, 2005

33. Over Match

    By Safeharbor29, June 8, 2015   

    • correction
    • safe harbor
    • (and 1 more)

      Tagged with:

      • correction
      • safe harbor
      • compensation limit
    • 1 reply
    • 1.7k views
    • 
    • Kevin C
    • June 10, 2015

34. Over Match Due to Reaching Comp Limit

    By KTB, February 11, 2015
    • 2 replies
    • 1.1k views
    • 
    • KTB
    • February 11, 2015

35. Over paid distribution

    By Guest johnpetrancosta, September 13, 2005
    • 12 replies
    • 2.8k views
    • 
    • Guest
    • November 11, 2005

36. Over Paid Match

    By Guest lgm, February 10, 2006
    • 6 replies
    • 1.7k views
    • 
    • stephen
    • February 13, 2006

37. Over Plan Document Limit

    By Guest CINCY, October 21, 2002
    • 15 replies
    • 1.9k views
    • 
    • Brian Gallagher
    • October 23, 2002

38. Over Plan Limits

    By Guest Frank Jackson, September 11, 1998
    • 1 reply
    • 4.5k views
    • 
    • Dawn Hafner
    • September 11, 1998

39. Over-Deduction from Paycheck

    By ERISA-Bubs, December 5, 2012
    • 3 replies
    • 1.3k views
    • 
    • MWeddell
    • December 5, 2012

40. OVer-distribution from defined contribution plan

    By Guest W Kelleher, February 17, 2003
    • 17 replies
    • 3.1k views
    • 
    • Appleby
    • March 31, 2003

41. Over-restored Surrender Charge - Do what w/ the excess

    By BeanCounterBlues, January 23, 2006
    • 2 replies
    • 1.8k views
    • 
    • Kevin C
    • January 26, 2006

42. Over-Vested - Paid out too much Employer Match to Employee

    By KTB, June 27, 2014
    • 5 replies
    • 1.8k views
    • 
    • KTB
    • June 30, 2014

43. Overdeducted by one pay date

    By cbadmin123, April 29, 2020
    • 10 replies
    • 1.3k views
    • 
    • Larry Starr
    • May 15, 2020

44. overdeposit of PS - de minimis refund?

    By TPApril, September 17, 2024
    • 8 replies
    • 755 views
    • 
    • Paul I
    • September 19, 2024

45. Overdistibution to Plan Particpant

    By Guest stevef, November 3, 2005
    • 6 replies
    • 2k views
    • 
    • Earl
    • November 18, 2005

46. Overdraft for longer than 3 days?

    By FundeK, April 20, 2004
    • 2 replies
    • 2k views
    • 
    • FundeK
    • April 22, 2004

47. Overfunded contributions

    By 401kallday, September 27, 2021
    • 3 replies
    • 689 views
    • 
    • Bird
    • September 29, 2021

48. overfunded match contributions

    By pmacduff, May 16, 2024
    • 2 replies
    • 824 views
    • 
    • Lou S.
    • May 16, 2024

49. Overfunding at EOY

    By blue, April 26, 2010
    • 0 replies
    • 1.1k views
    • 
    • blue
    • April 26, 2010

50. Overfunding Contributions

    By Nassau, October 10, 2011
    • 7 replies
    • 3k views
    • 
    • Kevin C
    • October 11, 2011