401(k) Plans

19,319 topics in this forum

1. ADP Failure - Terminated Plan/Bankrupcy Company

   By Lou S., April 5, 2011
   • 2 replies
   • 1.1k views
   • 
   • Lou S.
   • April 5, 2011

2. ADP failure - too much refunded to HCEs

   By Guest Rags, September 3, 2009
   • 1 reply
   • 1.7k views
   • 
   • Tom Poje
   • September 4, 2009

3. ADP failure and 415 excess

   By Belgarath, July 27, 2018
   • 3 replies
   • 1.8k views
   • 
   • K2
   • July 27, 2018

4. ADP Failure and Catch-up COntributions

   By perkinsran, December 10, 2004
   • 1 reply
   • 1.4k views
   • 
   • Bird
   • December 10, 2004

5. ADP Failure and Match Contribution

   By Dazednconfused, February 23, 2010
   • 1 reply
   • 1.6k views
   • 
   • austin3515
   • February 23, 2010

6. ADP Failure but funds rolled over

   By Blinky the 3-eyed Fish, March 28, 2017
   • 6 replies
   • 1.3k views
   • 
   • Blinky the 3-eyed Fish
   • March 29, 2017

7. ADP failure for 2001

   By wsp, February 17, 2003
   • 1 reply
   • 1k views
   • 
   • Blinky the 3-eyed Fish
   • February 17, 2003

8. ADP failure for 2006

   By fiona1, September 30, 2008
   • 5 replies
   • 1.6k views
   • 
   • Leopurrd
   • September 30, 2008

9. ADP Failure in Making Timely Corrective Distributions

   By Mr Bagwell, July 10, 2017   

   • adp failure
   • distributions
   • 9 replies
   • 2.2k views
   • 
   • Mr Bagwell
   • September 7, 2017

10. ADP Failure Letter

    By No Name, May 6, 2005
    • 2 replies
    • 9.6k views
    • 
    • Harwood
    • May 11, 2005

11. ADP failure refund for takeover plan

    By leighl, March 7, 2017
    • 5 replies
    • 797 views
    • 
    • ESOP Guy
    • March 7, 2017

12. ADP failure refunds

    By Guest sritts, March 3, 2004
    • 0 replies
    • 1k views
    • 
    • Guest
    • March 3, 2004

13. ADP failure refunds

    By pmacduff, February 18, 2004
    • 4 replies
    • 2.5k views
    • 
    • pmacduff
    • February 19, 2004

14. ADP failure to 415 failure

    By Sully, December 29, 2006
    • 4 replies
    • 2.5k views
    • 
    • Bird
    • December 30, 2006

15. ADP failure, HCE took hardship in prior year

    By Guest Emiman, May 27, 2004
    • 3 replies
    • 1.7k views
    • 
    • pmacduff
    • June 1, 2004

16. ADP Failure, Late Distributions and One to One QNEC

    By buckaroo, October 24, 2007
    • 0 replies
    • 1.9k views
    • 
    • buckaroo
    • October 24, 2007

17. ADP failure/Catch-up

    By Guest TrustMe401k, December 23, 2004
    • 12 replies
    • 2.4k views
    • 
    • pmacduff
    • December 28, 2004

18. ADP Failure/SCP/Reverse (Bottom Up) QNECs

    By Dawn Hafner, May 20, 2002
    • 13 replies
    • 2.8k views
    • 
    • Guest
    • April 2, 2003

19. ADP failure/statutory exclusions

    By pmacduff, March 9, 2011
    • 1 reply
    • 922 views
    • 
    • Lou S.
    • March 9, 2011

20. ADP Failures and Refunds for Fiscal Plan

    By Guest kstorch, February 11, 2002
    • 1 reply
    • 1.4k views
    • 
    • Disco Stu
    • February 11, 2002

21. ADP for HCE when NHCE's dont defer at all

    By K-t-F, April 10, 2009
    • 7 replies
    • 3.1k views
    • 
    • BG5150
    • April 15, 2009

22. ADP limits

    By Guest taj32z, August 19, 2003
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • August 20, 2003

23. ADP now, ACP later

    By fiona1, February 19, 2004
    • 2 replies
    • 1.3k views
    • 
    • g8r
    • February 21, 2004

24. ADP or 415 Correction

    By Guest saotampa, August 10, 2007
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • August 10, 2007

25. ADP prior year test method - only otherwise excludable

    By legort69, November 9, 2011
    • 4 replies
    • 3k views
    • 
    • Kevin C
    • November 11, 2011

26. ADP Prior Year Testing - employee NHCE in 2015 but HCE in 2016

    By waid10, January 24, 2017
    • 1 reply
    • 547 views
    • 
    • Lou S.
    • January 24, 2017

27. ADP question

    By Guest Gibson, May 15, 2001
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • May 16, 2001

28. ADP Question

    By billfgrady, March 2, 2004
    • 2 replies
    • 1.2k views
    • 
    • Mike Preston
    • March 2, 2004

29. ADP rate testing net comp

    By legort69, March 13, 2021
    • 12 replies
    • 1.4k views
    • 
    • Mike Preston
    • March 17, 2021

30. ADP Refund

    By TH 401k, January 8, 2025
    • 5 replies
    • 1.3k views
    • 
    • Lou S.
    • January 8, 2025

31. ADP Refund

    By Guest Melissa Winslow, May 22, 2000
    • 3 replies
    • 2.3k views
    • 
    • Richard Anderson
    • June 3, 2000

32. ADP refund - wrong amount

    By pholosofizer, October 8, 2015
    • 3 replies
    • 1.3k views
    • 
    • austin3515
    • October 10, 2015

33. ADP Refund After $$ rolled out of plan

    By ratherbereading, May 20, 2019   

    • hce adp refund
    • 1 reply
    • 1.4k views
    • 
    • C. B. Zeller
    • May 20, 2019

34. ADP Refund and death

    By Guest jvandyke, March 1, 2010
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • March 2, 2010

35. ADP refund deadline

    By Guest Lex, February 27, 2003
    • 1 reply
    • 2.7k views
    • 
    • Blinky the 3-eyed Fish
    • February 27, 2003

36. ADP Refund Deadline

    By Guest milehighheel, March 15, 2010
    • 2 replies
    • 1.4k views
    • 
    • Bill Presson
    • March 15, 2010

37. ADP refund deadline ?

    By pholosofizer, October 26, 2017
    • 1 reply
    • 517 views
    • 
    • Mike Preston
    • October 26, 2017

38. ADP refund earnings and catch-ups

    By Guest HFOSTER, February 10, 2004
    • 1 reply
    • 2k views
    • 
    • jaemmons
    • February 12, 2004

39. ADP Refund earnings calc question

    By BG5150, June 23, 2021
    • 1 reply
    • 1.2k views
    • 
    • Bird
    • June 23, 2021

40. ADP Refund for deceased participant

    By buckaroo, March 10, 2014
    • 2 replies
    • 2.9k views
    • 
    • jpod
    • March 14, 2018

41. ADP Refund incorrect check amount

    By karl, March 17, 2021
    • 1 reply
    • 529 views
    • 
    • BG5150
    • March 18, 2021

42. ADP refund less than $1.00

    By fiona1, February 8, 2007
    • 3 replies
    • 1.7k views
    • 
    • Tom Poje
    • February 9, 2007

43. ADP Refund Made Timely but changed after the deadline...

    By MelissaYancy, September 10, 2014   

    • ADP Refunds
    • 5330
    • 3 replies
    • 1.9k views
    • 
    • MelissaYancy
    • September 11, 2014

44. ADP Refund of Roth Deferrals--April 15 important?

    By BG5150, October 31, 2013
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • October 31, 2013

45. ADP Refund of Roth funds

    By BG5150, March 10, 2021
    • 2 replies
    • 2.2k views
    • 
    • BG5150
    • March 10, 2021

46. ADP Refund of Roth plus gains at age 56- are gains taxable?

    By Jim Chad, January 31, 2014
    • 1 reply
    • 965 views
    • 
    • Lou S.
    • January 31, 2014

47. ADP Refund options

    By 401king, January 22, 2013
    • 1 reply
    • 867 views
    • 
    • BG5150
    • January 22, 2013

48. ADP refund question

    By roy819, November 20, 2024
    • 9 replies
    • 2.1k views
    • 
    • Lou S.
    • November 21, 2024

49. ADP refund was too much.

    By fiona1, October 21, 2008
    • 3 replies
    • 3k views
    • 
    • Tom Poje
    • October 23, 2008

50. ADP refund without 1099-R

    By Guest ladycpa2, February 18, 2008
    • 3 replies
    • 4.1k views
    • 
    • 401_4_ever
    • February 19, 2008