401(k) Plans

19,275 topics in this forum

1. Retroactive Safe Harbor for 2020, plan was already a 3% Safe Harbor

   By John Feldt ERPA CPC QPA, February 24, 2021
   • 3 replies
   • 686 views
   • 
   • JustnERPA
   • February 24, 2021

2. retroactive vesting increase

   By Pixie, December 2, 2022   

   • vesting
   • 4 replies
   • 1.3k views
   • 
   • david rigby
   • December 16, 2022

3. Retroactive Wage Adjustment

   By Guest TuckerB, December 29, 2009
   • 4 replies
   • 1.7k views
   • 
   • Kevin C
   • December 30, 2009

4. Retroactively amend compensation definition

   By Guest Iwonder, May 2, 2006
   • 7 replies
   • 8k views
   • 
   • Tom Poje
   • April 18, 2018

5. Retroactively amending for 4% safe harbor

   By BG5150, October 7, 2021
   • 2 replies
   • 794 views
   • 
   • BG5150
   • October 7, 2021

6. Retrocative Plan Amendments

   By k man, February 22, 2008
   • 2 replies
   • 1.1k views
   • 
   • k man
   • February 22, 2008

7. Retructuring & Terms w/ Breaks

   By austin3515, February 15, 2011
   • 19 replies
   • 1.6k views
   • 
   • austin3515
   • February 17, 2011

8. Return from military leave - paperwork

   By Guest Achilles, December 10, 2003
   • 2 replies
   • 1.5k views
   • 
   • maverick
   • December 10, 2003

9. Return from Military Leave - Right to Make up if Not Deferring Before Military Leave?

   By rocknrolls2, July 17, 2009
   • 2 replies
   • 1.4k views
   • 
   • rocknrolls2
   • July 17, 2009

10. Return Hardship Withdrawal

    By Guest Kemily, June 5, 2003
    • 3 replies
    • 1.9k views
    • 
    • mbozek
    • June 6, 2003

11. Return HCE deferrals to avoid top-heavy?

    By John A, August 3, 2001
    • 5 replies
    • 2.2k views
    • 
    • david rigby
    • August 6, 2001

12. Return of ADP Refunds

    By bzorc, August 7, 2015
    • 3 replies
    • 1.5k views
    • 
    • QDROphile
    • August 10, 2015

13. return of after-tax contribution made lasta year?

    By Guest jy12443, April 10, 2008
    • 0 replies
    • 893 views
    • 
    • Guest
    • April 10, 2008

14. Return of Auto Deferral Contribution

    By Guest SLBRB, September 28, 2012
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • October 2, 2012

15. Return of automatic deferrals

    By Guest Sieve, August 3, 2009
    • 2 replies
    • 1.4k views
    • 
    • Kevin C
    • August 3, 2009

16. Return of contributions

    By Guest ars, March 8, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 8, 2000

17. return of deferrals to avoid a top heavy minimum?

    By Guest MES, August 12, 2004
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • August 17, 2004

18. Return of Deferrals to ineligible participant

    By Guest Theresa Irvin, May 4, 2011
    • 4 replies
    • 3.1k views
    • 
    • QNPG
    • May 4, 2011

19. Return of loan payments after filing Ch 13 BK

    By Guest Do, September 4, 2003
    • 2 replies
    • 1.2k views
    • 
    • mbozek
    • September 5, 2003

20. Return of match on excess contributions

    By Guest Taxman, October 15, 2003
    • 6 replies
    • 8.5k views
    • 
    • Guest
    • October 22, 2003

21. Return of Over Payment with Excess Contribution from IRA

    By Below Ground, April 21, 2023
    • 3 replies
    • 697 views
    • 
    • Below Ground
    • May 1, 2023

22. Returning 2014 deferrals to correct 2013 ADP failure

    By fiona1, March 6, 2014
    • 6 replies
    • 1.4k views
    • 
    • MWeddell
    • March 7, 2014

23. returning a refund... or not

    By AlbanyConsultant, January 31
    • 2 replies
    • 925 views
    • 
    • AlbanyConsultant
    • February 4

24. Returning ADP refunds to opt for a QNEC

    By fiona1, March 14, 2007
    • 0 replies
    • 1.1k views
    • 
    • fiona1
    • March 14, 2007

25. returning excess allocations

    By Guest nynaeve, September 10, 2009
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • September 11, 2009

26. Returning Excess Annual Additions >1 year later

    By Gadgetfreak, November 3, 2011
    • 2 replies
    • 1.3k views
    • 
    • masteff
    • November 7, 2011

27. Returns of 415 excesses

    By BG5150, March 21, 2008
    • 1 reply
    • 1.1k views
    • 
    • J Simmons
    • March 21, 2008

28. Returns of Excess Deferrals

    By Gadgetfreak, April 6, 2009
    • 1 reply
    • 978 views
    • 
    • Guest
    • April 6, 2009

29. Rev Proc 2001-17

    By Guest SPOT, July 9, 2003
    • 1 reply
    • 1.4k views
    • 
    • Belgarath
    • July 9, 2003

30. Rev Proc 2008-50 Appendix A QNEC calculation

    By Guest CherylWD, March 23, 2011
    • 9 replies
    • 4.3k views
    • 
    • ETA Consulting LLC
    • April 1, 2011

31. Rev Proc 2015-28 notice requirements

    By WCC, September 1, 2016
    • 3 replies
    • 1.2k views
    • 
    • austin3515
    • February 13, 2017

32. Rev Proc 2019-19 and delinquent loans

    By ERISARocks, May 16, 2019   

    • 401(k)
    • loans
    • (and 2 more)

      Tagged with:

      • 401(k)
      • loans
      • scp
      • 2019-19
    • 7 replies
    • 2.3k views
    • 
    • RatherBeGolfing
    • May 17, 2019

33. Rev. Proc. 2000-6

    By Guest Robin Hopkins, January 24, 2000
    • 2 replies
    • 1.3k views
    • 
    • davef
    • January 24, 2000

34. Rev. Proc. 2005 - 66 - Parent Controlled Group Election

    By rocknrolls2, December 29, 2005
    • 0 replies
    • 1.4k views
    • 
    • rocknrolls2
    • December 29, 2005

35. Rev. Rul. 2004-13

    By Guest Giovanni, February 4, 2004
    • 5 replies
    • 2.1k views
    • 
    • Guest
    • February 10, 2004

36. Rev. Rul. 58-230 says a participant can get in-service withdrawal if he incurs a 6 month suspension from participation. Still in effect?

    By Guest Giovanni, September 26, 2003
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • September 26, 2003

37. Revenge of the Service Contract Act--Vesting of non-elective contributions

    By Guest erisafried, March 12, 2005
    • 13 replies
    • 8.3k views
    • 
    • GBurns
    • March 15, 2005

38. Revenue credit Program

    By cripp12, April 10, 2013
    • 0 replies
    • 1.5k views
    • 
    • cripp12
    • April 10, 2013

39. Revenue Procedure 94-22

    By Guest ars, January 19, 2000
    • 4 replies
    • 1.6k views
    • 
    • Michael Devault
    • January 21, 2000

40. Revenue Ruling 77-200 adn 91-4

    By blue, June 25, 2009
    • 1 reply
    • 8.4k views
    • 
    • jevd
    • June 26, 2009

41. Revenue Sharing

    By Guest texasactuary, August 20, 2004
    • 15 replies
    • 4.7k views
    • 
    • alanm
    • September 7, 2004

42. Revenue Sharing / RIA / Co-Fiduciary

    By austin3515, May 29, 2014
    • 1 reply
    • 1.1k views
    • 
    • JRN
    • May 29, 2014

43. Revenue Sharing and Charging Term'd Participants

    By rlb64, November 8, 2006
    • 1 reply
    • 1.3k views
    • 
    • austin3515
    • November 9, 2006

44. Revenue Sharing Payments

    By HarleyBabe, April 4, 2019
    • 6 replies
    • 2.5k views
    • 
    • FPGuy
    • April 5, 2019

45. Revenue Sharing Realloaction Funds to participants

    By Guest cdecastro78, November 10, 2014
    • 2 replies
    • 969 views
    • 
    • chc93
    • November 13, 2014

46. Revenue Sharing Restrictions

    By Guest jmiskey, May 6, 2003
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • May 7, 2003

47. Reverse Borrowing in First Plan Year

    By justatester, September 6, 2012
    • 11 replies
    • 2.1k views
    • 
    • justatester
    • September 7, 2012

48. Reverse Borrowing then Shifting-Permitted?

    By justatester, February 12, 2014
    • 0 replies
    • 683 views
    • 
    • justatester
    • February 12, 2014

49. Reverse Borrowing/Shifting

    By justatester, November 2, 2012
    • 6 replies
    • 1.8k views
    • 
    • Tom Poje
    • November 5, 2012

50. Reverse discrimination in safe harbor plan

    By Guest JPIngold, October 15, 2014
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • October 15, 2014