401(k) Plans

19,337 topics in this forum

1. 401K Withdrawal - Over 59-1/2 - Tax Consequences

   By Guest shaeffer, January 24, 2001
   • 15 replies
   • 96.5k views
   • 
   • Belgarath
   • November 17, 2017

2. Proof of Hardship Needed?

   By ERISA1, September 15, 2009
   • 19 replies
   • 54.5k views
   • 
   • masteff
   • July 15, 2010

3. 401k Roth - How to calculate the Roth on paychecks?

   By remozseo, December 25, 2017   

   • roth
   • 2 replies
   • 53.1k views
   • 
   • hr for me
   • December 26, 2017

4. 401K Loan Limitation after a prior loan is paid off

   By pecan204, October 11, 2016   

   • 401K new loan after prior
   • 23 replies
   • 52.1k views
   • 
   • Mike Preston
   • October 29, 2018

5. 401(k) Loan Repayments as "pre-tax"?

   By jkharvey, June 30, 2004
   • 11 replies
   • 49.9k views
   • 
   • Guest
   • July 2, 2004

6. 401K Roll over without spousal consent

   By Guest J.D., April 4, 2012
   • 12 replies
   • 38k views
   • 
   • Guest
   • April 7, 2012

7. 401k Loan versus ROTH 401k Loans

   By Guest Firehawk734, January 8, 2013   

   • 401k
   • 401k loan
   • (and 1 more)

     Tagged with:

     • 401k
     • 401k loan
     • roth 401k loan
   • 15 replies
   • 37.7k views
   • 
   • Guest
   • July 10, 2013

8. Second 401K Loan Question

   By Guest stancel, June 25, 2012
   • 18 replies
   • 36.1k views
   • 
   • hr for me
   • August 17, 2017

9. can a person with power of attorney change a beneficiary designation

   By Guest tcaldwell, December 3, 2003
   • 22 replies
   • 34.3k views
   • 
   • jpod
   • January 22, 2016

10. Are QNEC and Employer Non-Elective Contributions the same thing?

    By Guest oneman546, September 22, 2010
    • 4 replies
    • 33.3k views
    • 
    • Guest
    • September 23, 2010

11. HCE threshold 1 2 3

    By Guest non-tax pro, March 23, 2006
    • 115 replies
    • 31.8k views
    • 
    • Mike Preston
    • March 28, 2007

12. Hardship Withdrawal - Can this be done without directly involving my employer?

    By ufo9, September 14, 2020
    • 8 replies
    • 31.5k views
    • 
    • BG5150
    • September 16, 2020

13. Is employers 401k deduction calculated properly?

    By Guest davida, March 24, 2001
    • 9 replies
    • 30.9k views
    • 
    • rcline46
    • April 4, 2001

14. Paystub - need explanation of Roth 401 calculation

    By Guest Wedge1, May 31, 2007
    • 14 replies
    • 29.1k views
    • 
    • Guest
    • June 2, 2007

15. Stopping Loan Payments while still employed

    By ewatson12, October 27, 2017   

    • loans
    • 32 replies
    • 28.9k views
    • 
    • card
    • December 7, 2017

16. Changing beneficiary upon legal separation

    By Guest nsacramento, August 27, 2005
    • 26 replies
    • 27.3k views
    • 
    • MoJo
    • September 13, 2017

17. 401(k) Loan Outstanding when Participant Dies

    By Guest progressivejoe, September 5, 2006
    • 6 replies
    • 26.9k views
    • 
    • Earl
    • September 18, 2006

18. Rehire after Five Year Break in Service

    By jmartin, September 12, 2011
    • 5 replies
    • 26.7k views
    • 
    • Tom Poje
    • September 14, 2011

19. How thoroughly are eviction notices researched submitted for a hardship withdraw?

    By Rod, May 21, 2017
    • 10 replies
    • 26.4k views
    • 
    • John Feldt ERPA CPC QPA
    • May 22, 2017

20. Summary Annual Report

    By Guest benefitsanalyst, September 15, 2004
    • 8 replies
    • 26.4k views
    • 
    • Lori Friedman
    • September 15, 2004

21. Discrimination Testing 1 2 3

    By wsp, May 17, 2006
    • 120 replies
    • 25k views
    • 
    • Blinky the 3-eyed Fish
    • May 24, 2006

22. What's the deadline for making a profit sharing plan contribution for a calendar year plan?

    By Guest soupsmp, July 22, 2003
    • 13 replies
    • 24.4k views
    • 
    • mbozek
    • September 12, 2003

23. Hardship withdrawal - grossed up for taxes

    By Brenda Wren, August 4, 2004
    • 13 replies
    • 24.3k views
    • 
    • Brian Gallagher
    • August 6, 2004

24. Can employee 401(k) contributions be made from severance pay?

    By Guest Sonia Kapoor, August 3, 2000
    • 7 replies
    • 24.3k views
    • 
    • Guest
    • August 10, 2000

25. How do you determine who is in the top-paid group?

    By Guest Tara Curran, September 14, 2000
    • 7 replies
    • 23.9k views
    • 
    • david rigby
    • September 15, 2000

26. Reduce self-employment earnings by 179 expense?

    By MR, January 31, 2003
    • 6 replies
    • 23.6k views
    • 
    • jane123
    • September 24, 2003

27. Excel formula to determine basic safe harbor match

    By Guest Bear, April 28, 2006
    • 2 replies
    • 23.4k views
    • 
    • Guest
    • April 28, 2006

28. SAFE HARBOR AND CONTROLLED GROUP

    By Earl, February 28, 2007
    • 38 replies
    • 23k views
    • 
    • Luke Bailey
    • March 3, 2022

29. 401(k) Loan Deem and Offset

    By Guest Tdavid, December 20, 2012
    • 6 replies
    • 22.8k views
    • 
    • Guest
    • December 21, 2012

30. Partners in 401(k) Plan and Maximum Contribution allowed

    By Alex Daisy, April 8, 2019
    • 32 replies
    • 22.2k views
    • 
    • Luke Bailey
    • April 18, 2019

31. Must a partner draw a salary and receive a W-2 to participate in a 401k plan?

    By Guest longterminvestor, September 8, 2009
    • 7 replies
    • 22k views
    • 
    • Guest
    • September 9, 2009

32. Fully Benefit Responsive

    By dmb, July 17, 2007
    • 1 reply
    • 21.7k views
    • 
    • JanetM
    • July 17, 2007

33. What happens if not covered by ERISA bond?

    By BG5150, January 16, 2009
    • 14 replies
    • 21.6k views
    • 
    • Lori H
    • January 27, 2009

34. K-1, Comp definition

    By Guest m.n.ouellette, May 3, 2007
    • 7 replies
    • 20.7k views
    • 
    • jpod
    • May 3, 2007

35. Nationwide Terminating 300 plus PPA's 1 2

    By Guest TerminatedPPA, April 28, 2001
    • 55 replies
    • 20.5k views
    • 
    • Guest
    • August 6, 2002

36. Can US employees of a US company who have been transfered to the UK co

    By Guest kstorch, August 10, 2000
    • 28 replies
    • 20.4k views
    • 
    • Guest
    • October 19, 2001

37. Car Allownces

    By katie58, August 11, 2014
    • 18 replies
    • 20.1k views
    • 
    • MWeddell
    • August 12, 2014

38. ineligible employee defers

    By k man, December 19, 2003
    • 21 replies
    • 20.1k views
    • 
    • BG5150
    • September 29, 2016

39. Loan as a Deemed Distribution

    By CLE401kGuy, February 5, 2013
    • 6 replies
    • 19.8k views
    • 
    • Bird
    • February 21, 2014

40. Beneficiary Is Minor Child

    By austin3515, May 6, 2014
    • 8 replies
    • 19.6k views
    • 
    • JulesInCNY
    • June 21, 2024

41. closing out 401k due to being disabled

    By Guest sailfish2, June 3, 2008
    • 5 replies
    • 19.4k views
    • 
    • Guest
    • June 5, 2008

42. Deceased Participant - No Beneficiary, No Estate and Plan is Terminating?

    By kmhaab, September 23, 2021
    • 7 replies
    • 19.4k views
    • 
    • Luke Bailey
    • October 27, 2021

43. 401k Deduction from Bonus Check

    By Guest koo, October 8, 2009
    • 7 replies
    • 19.3k views
    • 
    • Guest
    • October 9, 2009

44. Do you True Up a Basic Safe Harbor Match at the end of the year?

    By TBob, January 22, 2004
    • 16 replies
    • 19.3k views
    • 
    • rlb64
    • August 5, 2004

45. Taxation of plan distribution after moving to another state

    By rblum50, December 16, 2023
    • 11 replies
    • 19.2k views
    • 
    • Belgarath
    • December 19, 2023

46. Can employer make me take my 401(k) account in cash? Over $5,000, but all rollover money.

    By Guest cfaz13, September 25, 2003
    • 22 replies
    • 19.1k views
    • 
    • ljr
    • September 26, 2003

47. Deemed or Defaulted

    By Guest walpadopolis, August 22, 2002
    • 4 replies
    • 18.6k views
    • 
    • R. Butler
    • August 29, 2002

48. State taxation of 401K contributions?

    By Guest simbarat, March 12, 2002
    • 5 replies
    • 18.5k views
    • 
    • IRC401
    • March 16, 2002

49. 401k vs 401a

    By Guest jomom, March 2, 2003
    • 9 replies
    • 18.3k views
    • 
    • Guest
    • March 8, 2003

50. Can someone explain this to me

    By Eaglepi, November 14, 2023
    • 7 replies
    • 18.2k views
    • 
    • Luke Bailey
    • November 15, 2023