401(k) Plans

19,275 topics in this forum

1. 402(g) limit

   By K-t-F, October 3, 2012
   • 9 replies
   • 4.5k views
   • 
   • Peter Gulia
   • April 13, 2020

2. 402(g) limit is exceeded

   By Jakyasar, February 13, 2023
   • 4 replies
   • 826 views
   • 
   • Nate S
   • February 16, 2023

3. 402(g) limitation violation due to 2 plans

   By Fred Payne, November 22, 2002
   • 7 replies
   • 4.4k views
   • 
   • mbozek
   • November 25, 2002

4. 402(g) Limits

   By ConnieStorer, December 8, 2021
   • 11 replies
   • 1.7k views
   • 
   • kpension
   • December 10, 2021

5. 402(g) Limits

   By Guest todhen, January 6, 2004
   • 3 replies
   • 1.9k views
   • 
   • david rigby
   • January 6, 2004

6. 402(g) oops

   By Guest LWilson, June 11, 2002
   • 7 replies
   • 2.4k views
   • 
   • R. Butler
   • June 12, 2002

7. 402(g) or Excess 415 question on takeover document

   By Bob Demontigny, September 14, 2022
   • 3 replies
   • 628 views
   • 
   • Nate S
   • September 15, 2022

8. 402(g) refund

   By Guest timgrace, February 22, 2002
   • 1 reply
   • 1.9k views
   • 
   • Guest
   • February 23, 2002

9. 402(g) Refund after 4/15

   By Bruddah Kimo, December 7, 2007
   • 3 replies
   • 2k views
   • 
   • 401_4_ever
   • December 7, 2007

10. 402(g) refund after 4/15 but has IRS extension

    By BG5150, August 23, 2023
    • 1 reply
    • 536 views
    • 
    • C. B. Zeller
    • August 23, 2023

11. 402(g) Refund not processed by employer

    By LauraT, April 22, 2019
    • 0 replies
    • 528 views
    • 
    • LauraT
    • April 22, 2019

12. 402(g) taxation quick and easy(?)

    By BG5150, January 13, 2016
    • 2 replies
    • 956 views
    • 
    • Tom Poje
    • January 15, 2016

13. 402(g) violation and related match contribution

    By buckaroo, January 24, 2012
    • 2 replies
    • 3.7k views
    • 
    • PLAN MAN
    • May 10, 2013

14. 402(g) Violation Deadline

    By Guest Frank Jackson, April 14, 2000
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • April 19, 2000

15. 402(g) Violation?

    By Joe L, September 9, 2020   

    • 401k
    • testing
    • (and 1 more)

      Tagged with:

      • 401k
      • testing
      • 402(g)
    • 1 reply
    • 636 views
    • 
    • MWeddell
    • September 9, 2020

16. 402(g) violations for HCEs

    By jaemmons, February 6, 2003
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • February 6, 2003

17. 402(g) vs 415 Excess-Which is first?

    By justatester, April 18, 2013
    • 3 replies
    • 3.2k views
    • 
    • QDROphile
    • April 18, 2013

18. 402(g)Limits Small Distributions

    By Guest Frank Jackson, March 24, 2000
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • March 24, 2000

19. 402g exceeded in 2 unrelated plans. What happens to related match

    By legort69, October 28, 2016   

    • 402g unrelated match
    • 6 replies
    • 1.9k views
    • 
    • spiritrider
    • October 29, 2016

20. 402g Excess - Withholding Requirement on Small excess

    By Gilmore, March 18, 2022
    • 3 replies
    • 697 views
    • 
    • Gilmore
    • March 21, 2022

21. 402g excess deferrals with Losses

    By zimbo, March 22, 2009
    • 3 replies
    • 2.8k views
    • 
    • Tom Poje
    • March 25, 2009

22. 402g Excess-Can it be distributed after 4/15?

    By justatester, December 11, 2023
    • 9 replies
    • 2.8k views
    • 
    • Bird
    • December 12, 2023

23. 402g failure - two plans, one plan terminated mid year

    By WCC, July 28, 2021
    • 1 reply
    • 427 views
    • 
    • Belgarath
    • July 28, 2021

24. 402g Failure Question

    By Guest KD40, February 6, 2003
    • 3 replies
    • 3.8k views
    • 
    • Tom Poje
    • February 10, 2003

25. 402g Limit - plan had changes during the year

    By Guest Achilles, March 21, 2003
    • 3 replies
    • 1.3k views
    • 
    • E as in ERISA
    • March 21, 2003

26. 402g limit and unrelated plans

    By Mr Bagwell, September 26, 2017   

    • 402g limit
    • unrelated plans
    • 15 replies
    • 3.6k views
    • 
    • Luke Bailey
    • September 29, 2017

27. 402g limit corrected same year deferred

    By Mr Bagwell, December 11, 2017   

    • 402g limit
    • nhce
    • 2 replies
    • 994 views
    • 
    • Mr Bagwell
    • December 11, 2017

28. 402g limit exceeded

    By J Simmons, January 5, 2024
    • 2 replies
    • 834 views
    • 
    • Lou S.
    • January 5, 2024

29. 402g Limit exceeded where QNEC is used to fund missed contributions

    By legort69, May 31, 2016
    • 6 replies
    • 4.9k views
    • 
    • Loves401(k)
    • March 8, 2018

30. 402g Refund and 1099R's

    By wifrbr, December 27, 2018
    • 4 replies
    • 1.6k views
    • 
    • Mr Bagwell
    • December 28, 2018

31. 402g Refunds After 4/15 deadline

    By ratherbereading, April 21, 2017   

    • 402g refund
    • 6 replies
    • 1.7k views
    • 
    • RatherBeGolfing
    • April 21, 2017

32. 402g Refunds for 2008

    By Guest robwgriff, January 3, 2009
    • 1 reply
    • 1.5k views
    • 
    • blue
    • January 3, 2009

33. 402g refunds?

    By Guest KD40, December 26, 2003
    • 4 replies
    • 6.3k views
    • 
    • mbozek
    • December 29, 2003

34. 402g Roth failure correction after April 15

    By WCC, April 18, 2018
    • 10 replies
    • 3.3k views
    • 
    • Tom Poje
    • April 20, 2018

35. 402g test

    By Guest Achilles, April 7, 2004
    • 2 replies
    • 2.8k views
    • 
    • Tom Poje
    • April 7, 2004

36. 402g violation correction

    By K-t-F, June 18, 2004
    • 18 replies
    • 10.4k views
    • 
    • Guest
    • July 7, 2004

37. 402h notice - sample

    By Guest A. Rostosky, December 28, 2000
    • 0 replies
    • 2.8k views
    • 
    • Guest
    • December 28, 2000

38. 403(b) rollover to a 401(k) ... OK?

    By Guest Moe Howard2, August 23, 2004
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • August 23, 2004

39. 403(b) and safe harbor 401(k) plan

    By R. Butler, June 22, 2016
    • 2 replies
    • 700 views
    • 
    • R. Butler
    • June 23, 2016

40. 403(b) as "successor" to terminating 401(k) plan

    By Guest APierce, October 13, 2003
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • October 16, 2003

41. 403(b) deferral test/refund

    By mlp0816, June 4, 2014
    • 1 reply
    • 807 views
    • 
    • austin3515
    • June 5, 2014

42. 403(b) Plan Amendment

    By Barbara, March 19, 2021
    • 3 replies
    • 510 views
    • 
    • Mike Preston
    • April 1, 2021

43. 403(b) Rollovers

    By Guest Thornton, March 23, 1999
    • 5 replies
    • 2.1k views
    • 
    • jlf
    • April 3, 1999

44. 403(b) taking excess deferrals to prevent ADP failure

    By 401_4_ever, June 26, 2013
    • 3 replies
    • 959 views
    • 
    • PensionPro
    • June 26, 2013

45. 403b closing 401k startup same employer

    By Sixers, June 30, 2018   

    • 403b
    • termination
    • (and 1 more)

      Tagged with:

      • 403b
      • termination
      • rollover
    • 1 reply
    • 1.5k views
    • 
    • Patricia Neal Jensen
    • July 2, 2018

46. 403b deferrals in the ABT

    By 30Rock, October 6, 2011
    • 0 replies
    • 839 views
    • 
    • 30Rock
    • October 6, 2011

47. 404 and deferrals from after-year-end bouns.

    By KJohnson, April 23, 2003
    • 2 replies
    • 1.5k views
    • 
    • KJohnson
    • April 24, 2003

48. 404 Comp under EGTRRA

    By KJohnson, November 7, 2001
    • 2 replies
    • 1.6k views
    • 
    • KJohnson
    • November 7, 2001

49. 404 Compensation

    By steve45, November 26, 2021   

    • 404
    • compensation
    • 1 reply
    • 619 views
    • 
    • Bri
    • November 26, 2021

50. 404 Cushion amount and 415 limit Comp limit

    By Kingpin, June 12, 2019   

    • 415 limit
    • cushion amount
    • 0 replies
    • 345 views
    • 
    • Kingpin
    • June 12, 2019