401(k) Plans

19,320 topics in this forum

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

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

2. Return of Deferrals to ineligible participant

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

3. Return of loan payments after filing Ch 13 BK

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

4. Return of match on excess contributions

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

5. Return of Over Payment with Excess Contribution from IRA

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

6. Returning 2014 deferrals to correct 2013 ADP failure

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

7. returning a refund... or not

   By AlbanyConsultant, January 31, 2025
   • 2 replies
   • 1k views
   • 
   • AlbanyConsultant
   • February 4, 2025

8. Returning ADP refunds to opt for a QNEC

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

9. returning excess allocations

   By Guest nynaeve, September 10, 2009
   • 1 reply
   • 1.4k views
   • 
   • Tom Poje
   • September 11, 2009

10. Returning Excess Annual Additions >1 year later

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

11. Returns of 415 excesses

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

12. Returns of Excess Deferrals

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

13. Rev Proc 2001-17

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

14. 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

15. Rev Proc 2015-28 notice requirements

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

16. 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

17. Rev. Proc. 2000-6

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

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

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

19. Rev. Rul. 2004-13

    By Guest Giovanni, February 4, 2004
    • 5 replies
    • 2.2k views
    • 
    • Guest
    • February 10, 2004

20. 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

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

    By Guest erisafried, March 12, 2005
    • 13 replies
    • 8.4k views
    • 
    • GBurns
    • March 15, 2005

22. Revenue credit Program

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

23. Revenue Procedure 94-22

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

24. Revenue Ruling 77-200 adn 91-4

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

25. Revenue Sharing

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

26. Revenue Sharing / RIA / Co-Fiduciary

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

27. Revenue Sharing and Charging Term'd Participants

    By rlb64, November 8, 2006
    • 1 reply
    • 1.4k views
    • 
    • austin3515
    • November 9, 2006

28. Revenue Sharing Payments

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

29. Revenue Sharing Realloaction Funds to participants

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

30. Revenue Sharing Restrictions

    By Guest jmiskey, May 6, 2003
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • May 7, 2003

31. Reverse Borrowing in First Plan Year

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

32. Reverse Borrowing then Shifting-Permitted?

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

33. Reverse Borrowing/Shifting

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

34. Reverse discrimination in safe harbor plan

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

35. Reverse Match

    By Guest Thornton, May 6, 1999
    • 2 replies
    • 1.5k views
    • 
    • MWeddell
    • May 7, 1999

36. Reverse QNEC Allocation

    By Guest RrtQka, February 8, 2014
    • 1 reply
    • 1.2k views
    • 
    • Belgarath
    • February 10, 2014

37. Reverse QNEC's

    By Guest KD40, February 21, 2003
    • 9 replies
    • 2k views
    • 
    • KJohnson
    • February 25, 2003

38. Reversing a loan payment

    By Guest mkelly, July 26, 2002
    • 4 replies
    • 2.3k views
    • 
    • Kirk Maldonado
    • July 30, 2002

39. Reversing a participant withdrawal request

    By Guest lbz123, July 31, 2006
    • 10 replies
    • 5.6k views
    • 
    • JanetM
    • August 1, 2006

40. reversion of assets and safe harbor plan

    By Tom Poje, April 2, 2015
    • 13 replies
    • 4.7k views
    • 
    • Mike Preston
    • November 10, 2017

41. Reversion of Plan Assets

    By Guest m thom, April 3, 1999
    • 1 reply
    • 1.9k views
    • 
    • LCARUSI
    • April 5, 1999

42. Reversion to Employer from a 401(k) Plan

    By bzorc, August 10, 2023
    • 6 replies
    • 1.5k views
    • 
    • rocknrolls2
    • August 11, 2023

43. Review of Vendor Contracts - Settlor Fee?

    By 52626, July 8, 2020
    • 2 replies
    • 750 views
    • 
    • Peter Gulia
    • July 9, 2020

44. review of plan documents by terminated employee

    By Guest cmusso, January 6, 2004
    • 1 reply
    • 1k views
    • 
    • FundeK
    • January 6, 2004

45. Revised ADP refunds because of bad compensation

    By pholosofizer, March 23, 2018
    • 9 replies
    • 2.7k views
    • 
    • BG5150
    • March 27, 2018

46. Revised ADP test over-refunded

    By Tom, October 10, 2024
    • 0 replies
    • 368 views
    • 
    • Tom
    • October 10, 2024

47. revised safe harbor notice

    By Tom Poje, November 7, 2006
    • 0 replies
    • 1.4k views
    • 
    • Tom Poje
    • November 7, 2006

48. Revisiting the definition of compensation for 3% safe harbor

    By jkharvey, March 2, 2004
    • 0 replies
    • 962 views
    • 
    • jkharvey
    • March 2, 2004

49. Revocable Living Trust Agreement for 401(k) account registration

    By SRP, December 24, 2007
    • 2 replies
    • 2k views
    • 
    • Guest
    • December 26, 2007

50. Revocation of Safe Harbor Match Contribution

    By Guest ELS, December 12, 2001
    • 1 reply
    • 2.1k views
    • 
    • R. Butler
    • December 12, 2001