401(k) Plans

19,334 topics in this forum

1. Return from military leave - paperwork

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

2. 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

3. Return Hardship Withdrawal

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

4. Return HCE deferrals to avoid top-heavy?

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

5. Return of ADP Refunds

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

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

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

7. Return of Auto Deferral Contribution

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

8. Return of automatic deferrals

   By Guest Sieve, August 3, 2009
   • 2 replies
   • 1.5k views
   • 
   • Kevin C
   • August 3, 2009

9. Return of contributions

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

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

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

11. Return of Deferrals to ineligible participant

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

12. Return of loan payments after filing Ch 13 BK

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

13. Return of match on excess contributions

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

14. Return of Over Payment with Excess Contribution from IRA

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

15. Returning 2014 deferrals to correct 2013 ADP failure

    By fiona1, March 6, 2014
    • 6 replies
    • 1.5k views
    • 
    • MWeddell
    • March 7, 2014

16. returning a refund... or not

    By AlbanyConsultant, January 31, 2025
    • 2 replies
    • 1.1k views
    • 
    • AlbanyConsultant
    • February 4, 2025

17. Returning ADP refunds to opt for a QNEC

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

18. returning excess allocations

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

19. Returning Excess Annual Additions >1 year later

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

20. Returns of 415 excesses

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

21. Returns of Excess Deferrals

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

22. Rev Proc 2001-17

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

23. 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

24. Rev Proc 2015-28 notice requirements

    By WCC, September 1, 2016
    • 3 replies
    • 1.3k views
    • 
    • austin3515
    • February 13, 2017

25. 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

26. Rev. Proc. 2000-6

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

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

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

28. Rev. Rul. 2004-13

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

29. 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

30. 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

31. Revenue credit Program

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

32. Revenue Procedure 94-22

    By Guest ars, January 19, 2000
    • 4 replies
    • 1.7k views
    • 
    • Michael Devault
    • January 21, 2000

33. Revenue Ruling 77-200 adn 91-4

    By blue, June 25, 2009
    • 1 reply
    • 8.5k views
    • 
    • jevd
    • June 26, 2009

34. Revenue Sharing

    By Guest texasactuary, August 20, 2004
    • 15 replies
    • 4.8k views
    • 
    • alanm
    • September 7, 2004

35. Revenue Sharing / RIA / Co-Fiduciary

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

36. Revenue Sharing and Charging Term'd Participants

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

37. Revenue Sharing Payments

    By HarleyBabe, April 4, 2019
    • 6 replies
    • 2.6k views
    • 
    • FPGuy
    • April 5, 2019

38. Revenue Sharing Realloaction Funds to participants

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

39. Revenue Sharing Restrictions

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

40. Reverse Borrowing in First Plan Year

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

41. Reverse Borrowing then Shifting-Permitted?

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

42. Reverse Borrowing/Shifting

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

43. Reverse discrimination in safe harbor plan

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

44. Reverse Match

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

45. Reverse QNEC Allocation

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

46. Reverse QNEC's

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

47. Reversing a loan payment

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

48. Reversing a participant withdrawal request

    By Guest lbz123, July 31, 2006
    • 10 replies
    • 5.7k views
    • 
    • JanetM
    • August 1, 2006

49. reversion of assets and safe harbor plan

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

50. Reversion of Plan Assets

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