401(k) Plans

19,275 topics in this forum

1. Over deferral limit for calendar year

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

2. Over Deposits being used to fund QNEC or SH

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

3. Over deposits of Safe Harbor Match

   By Guest hog4you2, February 14, 2005
   • 2 replies
   • 1.1k views
   • 
   • Guest
   • February 15, 2005

4. Over Match

   By Safeharbor29, June 8, 2015   

   • correction
   • safe harbor
   • (and 1 more)

     Tagged with:

     • correction
     • safe harbor
     • compensation limit
   • 1 reply
   • 1.6k views
   • 
   • Kevin C
   • June 10, 2015

5. Over Match Due to Reaching Comp Limit

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

6. Over paid distribution

   By Guest johnpetrancosta, September 13, 2005
   • 12 replies
   • 2.7k views
   • 
   • Guest
   • November 11, 2005

7. Over Paid Match

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

8. Over Plan Document Limit

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

9. Over Plan Limits

   By Guest Frank Jackson, September 11, 1998
   • 1 reply
   • 4.4k views
   • 
   • Dawn Hafner
   • September 11, 1998

10. Over-Deduction from Paycheck

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

11. OVer-distribution from defined contribution plan

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

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

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

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

    By KTB, June 27, 2014
    • 5 replies
    • 1.7k views
    • 
    • KTB
    • June 30, 2014

14. Overdeducted by one pay date

    By cbadmin123, April 29, 2020
    • 10 replies
    • 1.2k views
    • 
    • Larry Starr
    • May 15, 2020

15. overdeposit of PS - de minimis refund?

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

16. Overdistibution to Plan Particpant

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

17. Overdraft for longer than 3 days?

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

18. Overfunded contributions

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

19. overfunded match contributions

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

20. Overfunding at EOY

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

21. Overfunding Contributions

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

22. Overfunding Safe Harbor Contribution can use classify as "mistake

    By Guest Kelly Musico, March 7, 2000
    • 0 replies
    • 2.5k views
    • 
    • Guest
    • March 7, 2000

23. Overlap between Auto election period and a Blackout period

    By Sidney, November 18, 2019
    • 2 replies
    • 809 views
    • 
    • cathgrace
    • November 19, 2019

24. Overlapping Controlled Groups

    By justatester, March 2, 2009
    • 6 replies
    • 3.3k views
    • 
    • justatester
    • March 3, 2009

25. Overlapping Related Groups and Coverage Testing

    By AbsolutelyOkayPossibly, November 13, 2020
    • 2 replies
    • 830 views
    • 
    • RatherBeGolfing
    • November 13, 2020

26. Overly generous employer

    By Santo Gold, March 23, 2007
    • 9 replies
    • 2.8k views
    • 
    • david rigby
    • March 27, 2007

27. Overnight Shipping Expenses

    By Guest andmik, September 23, 2002
    • 1 reply
    • 1.9k views
    • 
    • jaemmons
    • September 23, 2002

28. Overpayment - 1099-R Question

    By ERISA25, December 30, 2013
    • 1 reply
    • 3.7k views
    • 
    • BG5150
    • December 30, 2013

29. Overpayment / EPCRS

    By austin3515, September 14, 2012
    • 3 replies
    • 1.9k views
    • 
    • SheilaD
    • September 15, 2012

30. Overpayment and 1099 Coding Question

    By 401king, November 25, 2008
    • 20 replies
    • 10k views
    • 
    • Guest
    • December 4, 2008

31. Overpayment and excess deferrals

    By BellaBee41, October 13
    • 2 replies
    • 592 views
    • 
    • BellaBee41
    • October 14

32. Overpayment due to ADP Excess Failure

    By PMC, February 11, 2009
    • 0 replies
    • 1.2k views
    • 
    • PMC
    • February 11, 2009

33. Overpayment due to vesting error

    By njkotz28, November 4, 2019   

    • overpayment
    • error correction
    • (and 1 more)

      Tagged with:

      • overpayment
      • error correction
      • vesting
    • 9 replies
    • 2.8k views
    • 
    • Larry Starr
    • November 7, 2019

34. Overpayment from 401(k) plan

    By Guest sheTexasHammer, March 4, 2009
    • 5 replies
    • 4.7k views
    • 
    • QDROphile
    • March 5, 2009

35. Overpayment of ADP Test Refund

    By Just Me, September 15, 2006
    • 3 replies
    • 2.6k views
    • 
    • Guest
    • May 9, 2007

36. Overpayment of ADP/ACP corrections

    By Ervin Barham, March 8, 2001
    • 4 replies
    • 2.1k views
    • 
    • Kristina
    • March 8, 2001

37. overpayment of loan repayments

    By Guest mk2308, July 18, 2005
    • 6 replies
    • 4k views
    • 
    • JanetM
    • July 18, 2005

38. Overpayment of match to HCE

    By Guest terid, October 24, 2002
    • 1 reply
    • 1.6k views
    • 
    • austin3515
    • October 25, 2002

39. Overpayment of Safe Harbor Match

    By ERISA1, March 6, 2006
    • 2 replies
    • 2.1k views
    • 
    • Kirk Maldonado
    • March 9, 2006

40. Overpayment recoupment after Notice 2024-77

    By FormsRstillmylife, November 20, 2024
    • 1 reply
    • 768 views
    • 
    • justanotheradmin
    • November 20, 2024

41. Overpayment to terminated participant

    By Guest Thom Shumosic,CFP, April 5, 2000
    • 13 replies
    • 7k views
    • 
    • pjkoehler
    • June 23, 2000

42. Overpayments and Other Plan Errors

    By Madison71, October 9, 2018
    • 5 replies
    • 793 views
    • 
    • Kevin C
    • October 9, 2018

43. Overriding Vesting

    By khn, June 27, 2017
    • 14 replies
    • 2.9k views
    • 
    • Below Ground
    • June 30, 2017

44. overshot deferral

    By thepensionmaven, March 15, 2019
    • 2 replies
    • 493 views
    • 
    • duckthing
    • March 15, 2019

45. Overstated Loan

    By Guest TPA Guy, December 9, 2005
    • 4 replies
    • 1.6k views
    • 
    • Archimage
    • December 13, 2005

46. Overtime Compensation in 401(k) Calculation

    By Guest kp, October 14, 1998
    • 10 replies
    • 10.3k views
    • 
    • david shipp
    • October 15, 1998

47. Overtime rules/ 414(s)

    By bmore1147, October 20, 2016   

    • overtime
    • 401k
    • (and 3 more)

      Tagged with:

      • overtime
      • 401k
      • testing
      • 414s
      • deferrals
    • 3 replies
    • 876 views
    • 
    • rcline46
    • October 20, 2016

48. Owner 401(k) deferral deadline - quick question

    By ratherbereading, October 29, 2019
    • 13 replies
    • 1.6k views
    • 
    • ratherbereading
    • October 30, 2019

49. Owner and Union Employee at the same time?

    By BG5150, May 2, 2022
    • 7 replies
    • 992 views
    • 
    • Nate S
    • May 5, 2022

50. Owner Contributing to SEP

    By coleboy, March 18, 2016
    • 4 replies
    • 844 views
    • 
    • Earl
    • March 26, 2016