401(k) Plans

19,275 topics in this forum

1. Reduce self-employment earnings by 179 expense?

   By MR, January 31, 2003
   • 6 replies
   • 23.4k views
   • 
   • jane123
   • September 24, 2003

2. Reduced compensation

   By Guest cynthiar, January 29, 2004
   • 3 replies
   • 1.2k views
   • 
   • Guest
   • January 29, 2004

3. Reduced elective deferral limit for a subset of HCEs

   By buckaroo, July 29, 2014
   • 2 replies
   • 927 views
   • 
   • MWeddell
   • July 30, 2014

4. Reduced QNEC when an election form is misplaced?

   By Jim Chad, January 22, 2018
   • 2 replies
   • 716 views
   • 
   • Jim Chad
   • January 22, 2018

5. Reducing 401 (k) Deferral Limit Mid-Year

   By 12AX7, April 9, 2009
   • 2 replies
   • 1.4k views
   • 
   • 12AX7
   • April 9, 2009

6. Reducing a Safe Harbor Nonelective mid year

   By cbendertpa23, July 24, 2015   

   • Safe Harbor
   • reduce
   • (and 3 more)

     Tagged with:

     • Safe Harbor
     • reduce
     • non-elective
     • 3%
     • mid-year
   • 3 replies
   • 1.5k views
   • 
   • austin3515
   • July 25, 2015

7. REDUCING DEFERRAL PERCENTAGE TO PASS ADP

   By Tom Poje, November 2, 1998
   • 4 replies
   • 2k views
   • 
   • Guest
   • November 11, 1998

8. Reducing employer match formula at midyear?

   By Guest pmetallic, May 5, 2004
   • 1 reply
   • 1.1k views
   • 
   • KJohnson
   • May 5, 2004

9. reducing involuntary cash out - pros & cons

   By Guest maac3, February 2, 2005
   • 9 replies
   • 2k views
   • 
   • Kirk Maldonado
   • February 9, 2005

10. Reducing Safe Harbor Match

    By Guest Twinky, March 20, 2007
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • March 21, 2007

11. Reduction of cross tested percentage to NHCEs from 7% to 3%, but 5% has already been deposited into Participant accounts. Can cash be removed?

    By Guest ChopperPilot, March 10, 2005
    • 3 replies
    • 1.2k views
    • 
    • Bird
    • March 11, 2005

12. Reference Book? IRC?

    By justanotheradmin, March 14, 2016
    • 7 replies
    • 929 views
    • 
    • justanotheradmin
    • March 15, 2016

13. Reference guides for TPAs on the annual cycle?

    By SensibleUsername, September 28
    • 4 replies
    • 1.1k views
    • 
    • Peter Gulia
    • September 30

14. Referral Fee Paid by New Trustee

    By Brian Haynes, February 22, 2011
    • 13 replies
    • 2.9k views
    • 
    • Kevin C
    • February 23, 2011

15. Referral to third party administrator for Individual 401K

    By MFouz, January 7, 2022
    • 13 replies
    • 3.2k views
    • 
    • Catch22PGM
    • February 1, 2022

16. Refinancing a loan in default

    By Guest lforesz, March 26, 2003
    • 2 replies
    • 2k views
    • 
    • Kirk Maldonado
    • March 26, 2003

17. Refinancing loan for primary residence

    By Brian Gallagher, September 10, 2004
    • 4 replies
    • 2.3k views
    • 
    • chris
    • September 15, 2004

18. Refinancing Participant Loans

    By Cobras59, September 14, 2022
    • 1 reply
    • 451 views
    • 
    • Gilmore
    • September 15, 2022

19. Refinancings

    By austin3515, March 18, 2010
    • 4 replies
    • 1.2k views
    • 
    • Jim Chad
    • March 19, 2010

20. Refund after Roth conversion

    By BG5150, February 12, 2021
    • 1 reply
    • 555 views
    • 
    • Bri
    • February 16, 2021

21. Refund check to participant, or business?

    By Belgarath, October 5, 2018
    • 16 replies
    • 1.5k views
    • 
    • Bird
    • October 10, 2018

22. refund checks

    By Guest josephr, August 31, 2007
    • 3 replies
    • 1.1k views
    • 
    • masteff
    • September 1, 2007

23. Refund due to participant election error?

    By EPCRSGuru, February 27, 2023
    • 7 replies
    • 1.3k views
    • 
    • Roycal
    • March 1, 2023

24. Refund needed but participant took 401(k) loan

    By fiona1, January 13, 2010
    • 5 replies
    • 1.1k views
    • 
    • fiona1
    • January 14, 2010

25. Refund of Contributions EE Request

    By jennc1019, January 20, 2016   

    • 401k
    • Refund
    • 4 replies
    • 1.4k views
    • 
    • GBurns
    • January 22, 2016

26. Refund of contributions from ineligible participant

    By Guest ljansen, October 9, 2003
    • 5 replies
    • 2.6k views
    • 
    • Guest
    • October 10, 2003

27. Refund of Elective Deferrals and Earnings After Hardship Distribution

    By 12AX7, June 17, 2014
    • 1 reply
    • 1k views
    • 
    • MWeddell
    • June 19, 2014

28. Refund of excess commissions paid

    By pensionlife, May 19, 2015   

    • commission error
    • 1 reply
    • 874 views
    • 
    • QDROphile
    • May 19, 2015

29. Refund of Excess Contributions

    By Guest Sara H, March 16, 2004
    • 2 replies
    • 1.2k views
    • 
    • Brian Gallagher
    • March 16, 2004

30. Refund of Excess Contributions and gap period income

    By Guest SPOT, January 5, 2007
    • 1 reply
    • 3.3k views
    • 
    • Guest
    • February 22, 2007

31. Refund of excess contributions by the employer

    By Guest HollyT, June 20, 2002
    • 1 reply
    • 1.8k views
    • 
    • mbozek
    • June 20, 2002

32. Refund of excess contributions.

    By Guest, April 5, 2000
    • 1 reply
    • 1.4k views
    • 
    • Alf
    • April 6, 2000

33. Refund of Non-Vested Match

    By MGOAdmin, February 13, 2014   

    • Refund
    • Match
    • (and 3 more)

      Tagged with:

      • Refund
      • Match
      • vesting
      • acp
      • fail
    • 2 replies
    • 2.1k views
    • 
    • Tom Poje
    • February 13, 2014

34. Refund of Prior Year 401K Deferral

    By Guest Amana, March 14, 2013
    • 4 replies
    • 2.5k views
    • 
    • Guest
    • March 16, 2013

35. Refunded Contributions

    By Andre3000, September 3, 2014
    • 3 replies
    • 1.1k views
    • 
    • Andre3000
    • September 3, 2014

36. Refunding more than deferrals than necessary

    By Guest Grumpy456, April 11, 2013
    • 5 replies
    • 1k views
    • 
    • Guest
    • April 11, 2013

37. REFUNDS FOR ADP FAILURE

    By JKW, July 20, 2011
    • 1 reply
    • 1.2k views
    • 
    • Lou S.
    • July 20, 2011

38. Refunds of Excess Aggregate Contributions

    By Gadgetfreak, February 20, 2011
    • 2 replies
    • 2.7k views
    • 
    • Tom Poje
    • February 21, 2011

39. Refusal to make a PS contribution by a division of an ER

    By ldr, September 5, 2018   

    • non-elective contribution
    • division
    • (and 1 more)

      Tagged with:

      • non-elective contribution
      • division
      • non-discrimination
    • 18 replies
    • 1.5k views
    • 
    • Larry Starr
    • September 6, 2018

40. Refusal to make Safe Harbor Match

    By Guest_Question, October 2, 2023
    • 7 replies
    • 1.5k views
    • 
    • Peter Gulia
    • October 3, 2023

41. Regarding Return of Exces Distributions, when would 2 1/2 months after

    By Guest JMF, March 30, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 30, 2000

42. Regarding Return of Exces Distributions, when would 2 1/2 months after

    By Guest JMF, March 30, 2000
    • 1 reply
    • 1.3k views
    • 
    • John A
    • April 1, 2000

43. Regarding the opinion letter issued by the DOL stating that anyone that provides 401(k) Plan participant advice is considered a Plan Fiduciary.

    By Guest DS_61427, May 11, 2006
    • 2 replies
    • 1.2k views
    • 
    • GBurns
    • May 15, 2006

44. Registered rep opening 401k plan for his company

    By Guest paradigm, December 2, 2002
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • December 2, 2002

45. Regulations concerning ex-patriots of US qualified DC plans

    By Guest ATaylor, March 11, 1999
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • March 23, 1999

46. Regulations for the Virgin Islands

    By Guest Diana Hill, July 20, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • July 20, 2000

47. Regulatory Reporting Fees

    By fidu, May 22, 2002
    • 0 replies
    • 1.2k views
    • 
    • fidu
    • May 22, 2002

48. Rehire

    By PFranckowiak, September 14, 2011
    • 1 reply
    • 1.3k views
    • 
    • Jim Chad
    • September 14, 2011

49. Rehire - elapsed time

    By Lou81, December 12, 2023
    • 2 replies
    • 944 views
    • 
    • Lou81
    • December 12, 2023

50. Rehire - Refresher Course

    By PainPA, December 9, 2009
    • 16 replies
    • 4.5k views
    • 
    • Jim Chad
    • December 29, 2017