401(k) Plans

19,321 topics in this forum

1. Death Benefits

   By Guest Twinky, September 2, 2006
   • 2 replies
   • 1.7k views
   • 
   • Guest
   • October 23, 2006

2. Death Benefits rollable?

   By Guest jhilliard, October 9, 2003
   • 1 reply
   • 1k views
   • 
   • Lori Foresz
   • October 9, 2003

3. Death Distribution - 4 beneficiaries 25% each

   By BLM, October 27, 2017
   • 6 replies
   • 788 views
   • 
   • acm_acm
   • November 1, 2017

4. Death in the middle of a 401k rollover distributions

   By chris-c-thomas, March 15, 2024   

   • 401k
   • rollover
   • (and 1 more)

     Tagged with:

     • 401k
     • rollover
     • distribution
   • 1 reply
   • 742 views
   • 
   • rocknrolls2
   • March 18, 2024

5. Death of 401ks...Again and Again.

   By goldtpa, May 9, 2017
   • 8 replies
   • 1.3k views
   • 
   • Belgarath
   • May 12, 2017

6. death of beneficiary

   By Jennifer D., August 28, 2013
   • 7 replies
   • 3.4k views
   • 
   • masteff
   • August 29, 2013

7. Death of Participant

   By Earl, March 29, 2011
   • 9 replies
   • 1.7k views
   • 
   • Earl
   • March 31, 2011

8. Death of participant - proof needed

   By Tom, April 29, 2025
   • 18 replies
   • 2.2k views
   • 
   • Lois Baker
   • May 1, 2025

9. Death of Participant and 401k Contribution

   By Dazednconfused, February 27, 2013
   • 5 replies
   • 11.7k views
   • 
   • masteff
   • February 27, 2013

10. Death of Participant and Outstanding Loan

    By 401k Conundrums, September 11, 2025
    • 1 reply
    • 1k views
    • 
    • Lucky32
    • September 11, 2025

11. Death of Partner

    By Mr Bagwell, January 21, 2020
    • 13 replies
    • 1.6k views
    • 
    • Larry Starr
    • January 23, 2020

12. Death of Plan Sponsor

    By Guest mwozniacki, September 8, 2004
    • 1 reply
    • 1.5k views
    • 
    • mbozek
    • September 9, 2004

13. Death of Sole Proprietor

    By ac, July 26, 2022
    • 1 reply
    • 570 views
    • 
    • Peter Gulia
    • July 26, 2022

14. Death of Solo K Owner

    By Zoey, May 12, 2011
    • 3 replies
    • 1.2k views
    • 
    • Zoey
    • May 12, 2011

15. Death of Trustee

    By KTB, January 5, 2012
    • 3 replies
    • 4.3k views
    • 
    • masteff
    • January 5, 2012

16. Death RMDs Might Be The Death of Me

    By austin3515, December 8, 2023
    • 3 replies
    • 919 views
    • 
    • duckthing
    • December 8, 2023

17. Death Verification

    By Guest llwallace, December 18, 2013
    • 4 replies
    • 1.3k views
    • 
    • ESOP Guy
    • December 19, 2013

18. Death with no beneficiary form

    By cpc0506, December 1, 2010
    • 4 replies
    • 1.4k views
    • 
    • QDROphile
    • December 1, 2010

19. debit card?

    By Guest LKP, June 28, 2011
    • 3 replies
    • 1.1k views
    • 
    • GMK
    • June 28, 2011

20. Debit Cash Balance in Trust Account

    By Guest Bosco108, May 4, 2012
    • 3 replies
    • 1k views
    • 
    • mbozek
    • May 4, 2012

21. Debt/Mortgage as investment?

    By Leopurrd, August 26, 2005
    • 1 reply
    • 1.1k views
    • 
    • Ron Snyder
    • August 26, 2005

22. Deceased employee with over $5000 balance. No bene, no kin to be found

    By Rocha, October 20, 2023
    • 11 replies
    • 1.7k views
    • 
    • Luke Bailey
    • October 24, 2023

23. Deceased Mom's 401k - No Will

    By whyindaheck, September 15, 2016
    • 14 replies
    • 6.3k views
    • 
    • whyindaheck
    • September 16, 2016

24. Deceased Participant

    By Guest Twinky, August 6, 2007
    • 14 replies
    • 4k views
    • 
    • Guest
    • September 5, 2007

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

    By kmhaab, September 23, 2021
    • 7 replies
    • 18.9k views
    • 
    • Luke Bailey
    • October 27, 2021

26. Deceased Participant no beneficiary

    By MBCarey, March 17, 2009
    • 4 replies
    • 2.6k views
    • 
    • J Simmons
    • March 17, 2009

27. Deceased Participant's beneficiary "may" be under a Conservatorship

    By Kansas401k, September 29, 2021
    • 6 replies
    • 1.3k views
    • 
    • Kansas401k
    • October 1, 2021

28. Deceased participants benefit was rolled over to an IRA in a QTIP Trust for Spouse

    By DDB BN, March 16, 2023
    • 0 replies
    • 272 views
    • 
    • DDB BN
    • March 16, 2023

29. December 401(k) contributions

    By Guest mkd*, September 21, 2010
    • 7 replies
    • 1.3k views
    • 
    • oriecat
    • September 22, 2010

30. Declaration of Trust for Coll Inv Fund

    By Guest expertnovice, May 30, 2007
    • 0 replies
    • 924 views
    • 
    • Guest
    • May 30, 2007

31. Deconversion Fee?

    By Guest m.n.ouellette, May 8, 2007
    • 2 replies
    • 4k views
    • 
    • Fredman
    • May 9, 2007

32. Deconversion Fees

    By cpc0506, September 12, 2013
    • 1 reply
    • 1.7k views
    • 
    • Jim Chad
    • September 13, 2013

33. Decreasing Tiered Profit Sharing Formula

    By EagerToKnow, June 20, 2019
    • 8 replies
    • 1.1k views
    • 
    • shERPA
    • June 21, 2019

34. Deduct Next Year Deferrals This Year

    By Guest Michael Spaid, November 12, 1999
    • 3 replies
    • 1.4k views
    • 
    • LCARUSI
    • November 16, 1999

35. Deduct Profit Sharing Contributions After Filing Personal Tax Returns

    By YankeeFan, April 14, 2015
    • 4 replies
    • 3.9k views
    • 
    • jpod
    • April 14, 2015

36. Deductability of QNC

    By Guest Ella, July 13, 2001
    • 3 replies
    • 3.2k views
    • 
    • QDROphile
    • July 14, 2001

37. Deducted Contribution in 2018 / Never Funded

    By austin3515, January 22, 2020
    • 14 replies
    • 790 views
    • 
    • david rigby
    • January 23, 2020

38. Deducted too much pretax

    By Loves401(k), March 9, 2018
    • 7 replies
    • 2k views
    • 
    • Luke Bailey
    • March 12, 2018

39. Deductibility limit under Section 404

    By Guest Joe Vasko, February 29, 2000
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • March 2, 2000

40. Deductibility of 3% SHK with DB

    By Jed Macy, January 27, 2002
    • 9 replies
    • 2k views
    • 
    • Mike Preston
    • January 30, 2002

41. Deductibility of Contribution Made in Error

    By Dennis Povloski, January 18, 2018
    • 3 replies
    • 1.6k views
    • 
    • Luke Bailey
    • January 20, 2018

42. Deductibility of Delinquent Contributions

    By Stash026, June 10, 2021
    • 4 replies
    • 1.2k views
    • 
    • Luke Bailey
    • June 11, 2021

43. Deductibility of Elective Deferrals

    By mming, December 7, 2011
    • 3 replies
    • 1.2k views
    • 
    • masteff
    • December 7, 2011

44. Deductibility of employer contributions.

    By Guest Barton Haag, September 20, 2000
    • 4 replies
    • 2.8k views
    • 
    • Guest
    • September 22, 2000

45. Deductibility of match forfeitures.

    By Guest, August 31, 2000
    • 6 replies
    • 1.8k views
    • 
    • rcline46
    • September 1, 2000

46. deductibility question

    By wsp, June 20, 2007
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • June 21, 2007

47. Deductibilty based on compensation of participants not deferring

    By dmb, December 8, 2006
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • January 31, 2008

48. Deductible Contribution?

    By austin3515, March 24, 2015
    • 7 replies
    • 1.3k views
    • 
    • Mike Preston
    • March 25, 2015

49. deductible fees?

    By M Norton, June 20, 2019
    • 3 replies
    • 816 views
    • 
    • M Norton
    • June 27, 2019

50. Deductible limit and excess annual additions

    By cpc0506, September 8, 2017
    • 1 reply
    • 489 views
    • 
    • ETA Consulting LLC
    • September 9, 2017