401(k) Plans

19,275 topics in this forum

1. Reclassify After-tax as Roth

   By mrslappywhite, February 21, 2019
   • 3 replies
   • 1.3k views
   • 
   • Luke Bailey
   • April 23, 2019

2. Reclassify after-tax contributions

   By Nassau, November 3, 2010
   • 0 replies
   • 1.3k views
   • 
   • Nassau
   • November 3, 2010

3. Reclassify Deferrals as Catchup to Correct ADP Failure

   By metsfan026, March 2, 2023
   • 4 replies
   • 1.4k views
   • 
   • Paul I
   • March 3, 2023

4. Reclassifying Deferrals to Pass ACP Test

   By Guest KMP, January 11, 2005
   • 1 reply
   • 1.4k views
   • 
   • Tom Poje
   • January 11, 2005

5. Reclassifying safe harbor match contributions?

   By Mleech, July 29   

   • safe harbor
   • 1 reply
   • 839 views
   • 
   • WCC
   • July 29

6. Reclassifying Salary Deferrals as Employer Contributions

   By Guest sacobb, December 16, 1999
   • 7 replies
   • 3.2k views
   • 
   • Tom Poje
   • April 30, 2008

7. Recogniing Service w/ Prior Employer - Projected HCE

   By austin3515, February 25, 2016
   • 3 replies
   • 1.3k views
   • 
   • Bird
   • February 25, 2016

8. Recognition of Service

   By Ahuntingus, February 1, 2021
   • 9 replies
   • 1.4k views
   • 
   • Ahuntingus
   • February 2, 2021

9. Recognize Service for Eligibility and Vesting

   By DP, February 16, 2007
   • 4 replies
   • 1.4k views
   • 
   • DP
   • February 20, 2007

10. recognizing past service / 401k testing

    By CLE401kGuy, January 25, 2019
    • 3 replies
    • 725 views
    • 
    • Bri
    • January 28, 2019

11. Recommendations on-line mailing service

    By austin3515, November 18, 2016
    • 2 replies
    • 640 views
    • 
    • austin3515
    • November 20, 2016

12. Recommendations sought for solo 401(k) auditor

    By blguest, May 7   

    • audit
    • 401k plan
    • (and 2 more)

      Tagged with:

      • audit
      • 401k plan
      • real estate
      • qdro
    • 1 reply
    • 807 views
    • 
    • Appleby
    • May 14

13. Recongizing Past Service Discriminatory?

    By austin3515, April 21, 2011
    • 5 replies
    • 1.1k views
    • 
    • QNPG
    • April 25, 2011

14. Record Keeper Change FROM TIAA

    By CSBill, June 11, 2021
    • 3 replies
    • 786 views
    • 
    • MoJo
    • June 15, 2021

15. Record Keeping Fee Application

    By Guest andmik, June 3, 2010
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • June 4, 2010

16. Record Keeping Requirements for Solo 401(k) 1 2

    By matth100, October 19, 2016
    • 62 replies
    • 12k views
    • 
    • matth100
    • November 3, 2016

17. Record keeping software question

    By Tom, April 23, 2024
    • 1 reply
    • 632 views
    • 
    • Bird
    • April 24, 2024

18. Record Retention

    By Guest Mike Schwing, October 30, 2003
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • October 31, 2003

19. Record Retention - what and how long?

    By PFranckowiak, September 27, 2011
    • 1 reply
    • 976 views
    • 
    • 12AX7
    • September 27, 2011

20. Record Retention--DOL Final Rules

    By Guest Sparky, April 4, 2003
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • April 4, 2003

21. Recordkeeper - incorrect report? Involve the DOL?

    By justanotheradmin, April 30, 2019
    • 10 replies
    • 1.1k views
    • 
    • david rigby
    • May 3, 2019

22. Recordkeeper collecting asset based fees.

    By SRP, May 27, 2005
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • June 1, 2005

23. Recordkeeper conversion

    By 401kAllTheWay, May 8, 2023   

    • conversion
    • 4 replies
    • 2k views
    • 
    • Paul I
    • February 13, 2024

24. Recordkeeper Error - is my company on the hook?

    By Guest Wappaus, August 16, 2007
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • August 22, 2007

25. Recordkeeper for Balance Forward 401(k) Plan

    By Christopher Wilson, May 21, 2020
    • 9 replies
    • 1.6k views
    • 
    • Larry Starr
    • May 23, 2020

26. Recordkeeper for Plan without Assets

    By Guest L, July 30, 2000
    • 3 replies
    • 1.5k views
    • 
    • Jon Chambers
    • August 2, 2000

27. Recordkeeper Performing Late ADP/ACP Testing

    By khn, November 11, 2016
    • 10 replies
    • 1.5k views
    • 
    • ETA Consulting LLC
    • November 11, 2016

28. Recordkeeper shortcoming?

    By Guest caseyb, December 30, 2008
    • 3 replies
    • 1.7k views
    • 
    • hr for me
    • January 5, 2009

29. Recordkeeper with no advisor

    By austin3515, October 9, 2020
    • 15 replies
    • 2k views
    • 
    • Peter Gulia
    • October 12, 2020

30. Recordkeepers and 5558 filings

    By Chomper, June 6, 2018   

    • 5558
    • 4 replies
    • 775 views
    • 
    • RatherBeGolfing
    • June 8, 2018

31. Recordkeepers who work with Marijuana Dispensaries

    By austin3515, October 10, 2021
    • 5 replies
    • 1.1k views
    • 
    • ESOP Guy
    • October 11, 2021

32. Recordkeeping Fees

    By Kent, May 16, 2015   

    • Fees
    • 8 replies
    • 2.4k views
    • 
    • ESOP Guy
    • May 18, 2015

33. recouping contributions to an employee's 401(k) plan

    By Guest JD698, March 12, 2003
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • March 13, 2003

34. Recoupment of overpayments

    By austin3515, August 16, 2024
    • 7 replies
    • 1.5k views
    • 
    • RatherBeGolfing
    • August 20, 2024

35. Recoupment of overpayments made to deceased participant

    By Guest TroyRiley, October 26, 2003
    • 2 replies
    • 2.8k views
    • 
    • mbozek
    • October 27, 2003

36. Recover Embezzled Funds from Embezzler's 401k

    By Chris B, September 16, 2018   

    • 401k clawback embezzled funds
    • clawback
    • (and 2 more)

      Tagged with:

      • 401k clawback embezzled funds
      • clawback
      • embezzled
      • 401k
    • 8 replies
    • 2.6k views
    • 
    • Albert F
    • September 18, 2018

37. Recovering Fees and Commissions For Your Participants

    By Guest Charles Friday, May 24, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • May 24, 1999

38. recovery of "re-pricing" investment losses - how to allocate?

    By t.haley, July 3, 2014
    • 1 reply
    • 1k views
    • 
    • chc93
    • July 4, 2014

39. Recrediting previous forfeited amounts.

    By Guest BAM, November 22, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • November 22, 1999

40. Recruiter Needed for TPA Position

    By Guest RetPlns1160, May 2, 2014   

    • TPA
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • May 2, 2014

41. Rectifying Overlooked 2-Year's Service Requirement

    By Guest halka, February 13, 2004
    • 0 replies
    • 927 views
    • 
    • Guest
    • February 13, 2004

42. Recurring Contributions for 401(k) Plan

    By Guest lizannc, December 1, 2014
    • 1 reply
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • December 1, 2014

43. Redemption Fees

    By Guest cgodfrey, April 27, 2005
    • 4 replies
    • 1.7k views
    • 
    • Bird
    • April 28, 2005

44. Redemption Fees - Taxable Amount?

    By Guest jvajj, January 16, 2004
    • 2 replies
    • 1.5k views
    • 
    • Brian Gallagher
    • January 16, 2004

45. Redemption fees for 401(k) plans similar to retail fees

    By Guest murad_s_shah, January 15, 2004
    • 6 replies
    • 1.3k views
    • 
    • Guest
    • January 20, 2004

46. Redeposit of a distribution done in error

    By Guest pnnenno, April 15, 1999
    • 3 replies
    • 2.1k views
    • 
    • Fredman
    • April 20, 1999

47. reduce compensation to offset match

    By WCC, May 15, 2018
    • 8 replies
    • 1.8k views
    • 
    • Luke Bailey
    • May 16, 2018

48. Reduce EACA percentage effective January 1

    By WCC, April 27, 2020
    • 6 replies
    • 941 views
    • 
    • BG5150
    • April 29, 2020

49. Reduce or Stop Salary Deferral

    By §#$%!, September 30, 2008
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • October 1, 2008

50. Reduce Safe Harbor Match from 6% to 4%

    By Guest TimS, June 11, 2009
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • June 12, 2009