401(k) Plans

19,320 topics in this forum

1. Refinancing Participant Loans

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

2. Refinancings

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

3. Refund after Roth conversion

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

4. Refund check to participant, or business?

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

5. refund checks

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

6. Refund due to participant election error?

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

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

   By fiona1, January 13, 2010
   • 5 replies
   • 1.2k views
   • 
   • fiona1
   • January 14, 2010

8. Refund of Contributions EE Request

   By jennc1019, January 20, 2016   

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

9. Refund of contributions from ineligible participant

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

10. Refund of Elective Deferrals and Earnings After Hardship Distribution

    By 12AX7, June 17, 2014
    • 1 reply
    • 1.1k views
    • 
    • MWeddell
    • June 19, 2014

11. Refund of excess commissions paid

    By pensionlife, May 19, 2015   

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

12. Refund of Excess Contributions

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

13. Refund of Excess Contributions and gap period income

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

14. Refund of excess contributions by the employer

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

15. Refund of excess contributions.

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

16. 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

17. Refund of Prior Year 401K Deferral

    By Guest Amana, March 14, 2013
    • 4 replies
    • 2.6k views
    • 
    • Guest
    • March 16, 2013

18. Refunded Contributions

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

19. Refunding more than deferrals than necessary

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

20. REFUNDS FOR ADP FAILURE

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

21. Refunds of Excess Aggregate Contributions

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

22. 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

23. Refusal to make Safe Harbor Match

    By Guest_Question, October 2, 2023
    • 7 replies
    • 1.6k views
    • 
    • Peter Gulia
    • October 3, 2023

24. 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

25. 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

26. 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

27. Registered rep opening 401k plan for his company

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

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

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

29. Regulations for the Virgin Islands

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

30. Regulatory Reporting Fees

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

31. Rehire

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

32. Rehire - elapsed time

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

33. Rehire - Refresher Course

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

34. Rehire after break in service

    By Guest Peggy806, January 11, 2011
    • 1 reply
    • 1.9k views
    • 
    • Tom Poje
    • January 11, 2011

35. Rehire after Five Year Break in Service

    By jmartin, September 12, 2011
    • 5 replies
    • 26.6k views
    • 
    • Tom Poje
    • September 14, 2011

36. Rehire after rollover

    By Guest CeCe_4_UNCP, December 31, 2010
    • 3 replies
    • 1.2k views
    • 
    • masteff
    • January 3, 2011

37. Rehire and no records to tell if they had a vested account balance

    By Loves401(k), January 31, 2018
    • 2 replies
    • 713 views
    • 
    • CuseFan
    • February 1, 2018

38. Rehire do we count vested balance in Aftertax or DB?

    By Jim Chad, January 5, 2018
    • 3 replies
    • 587 views
    • 
    • Jim Chad
    • January 9, 2018

39. Rehire Eligibility

    By Guest Tdavid, November 11, 2011
    • 2 replies
    • 1.4k views
    • 
    • JanetM
    • November 29, 2011

40. Rehire Eligibility

    By MGOAdmin, February 27, 2015   

    • rehire
    • elgibility
    • 2 replies
    • 1.9k views
    • 
    • chc93
    • February 27, 2015

41. Rehire Eligibility in a Multiple Employer Plan (MEP)

    By JenniferOhio, March 13, 2025
    • 2 replies
    • 787 views
    • 
    • JenniferOhio
    • March 18, 2025

42. Rehire eligibility question – Brain Bubble

    By MaryMcConnell, January 5, 2022
    • 3 replies
    • 700 views
    • 
    • MaryMcConnell
    • January 6, 2022

43. Rehire entry

    By Guest JPIngold, November 16, 2010
    • 3 replies
    • 1.2k views
    • 
    • Tom Poje
    • November 17, 2010

44. rehire entry date

    By WCC, August 12, 2016
    • 2 replies
    • 1.7k views
    • 
    • Bird
    • August 12, 2016

45. rehire of former employee

    By lexi, February 28, 2008
    • 4 replies
    • 1.8k views
    • 
    • Bird
    • March 4, 2008

46. Rehire Rules for New Plan

    By clangeland, February 10, 2015
    • 2 replies
    • 1.3k views
    • 
    • clangeland
    • February 10, 2015

47. Rehire vesting after 14 years

    By Snicky, September 17, 2018
    • 7 replies
    • 5.3k views
    • 
    • ACK
    • September 21, 2018

48. Rehire with different eligibility by source

    By AlbanyConsultant, March 8, 2014
    • 0 replies
    • 994 views
    • 
    • AlbanyConsultant
    • March 8, 2014

49. rehire, eligiblity and entry

    By Lou81, September 2, 2025
    • 2 replies
    • 1.2k views
    • 
    • Lou81
    • September 3, 2025

50. ReHired account balance

    By 401Karina, December 30, 2022
    • 2 replies
    • 760 views
    • 
    • Bri
    • January 3, 2023