401(k) Plans

19,321 topics in this forum

1. Distribute or Transfer

   By Guest philc, August 22, 2003
   • 0 replies
   • 924 views
   • 
   • Guest
   • August 22, 2003

2. Distributed more than vested balance......

   By K-t-F, January 9, 2004
   • 8 replies
   • 1.4k views
   • 
   • K-t-F
   • January 12, 2004

3. Distributing NUA with after-tax employee contributions

   By Guest Richard Plant, July 20, 2001
   • 3 replies
   • 5.5k views
   • 
   • Guest
   • July 23, 2001

4. Distribution

   By waid10, December 8, 2006
   • 1 reply
   • 1.2k views
   • 
   • QDROphile
   • December 8, 2006

5. Distribution

   By Guest Melissa Winslow, September 27, 1999
   • 2 replies
   • 1.4k views
   • 
   • david rigby
   • September 28, 1999

6. Distribution - ineligible?

   By kimso, November 13, 2023
   • 6 replies
   • 1.9k views
   • 
   • david rigby
   • January 19, 2024

7. Distribution - re-contribution

   By MGOAdmin, June 8, 2015   

   • 401k
   • IRA
   • 2 replies
   • 2k views
   • 
   • Appleby
   • June 14, 2015

8. Distribution - spousal consent

   By Guest jimmybeau, April 15, 2008
   • 1 reply
   • 1.7k views
   • 
   • JanetM
   • April 15, 2008

9. Distribution ?

   By Guest rachd, July 18, 2003
   • 7 replies
   • 4.2k views
   • 
   • Harwood
   • July 18, 2003

10. Distribution and "Buy Back". How is Roth Handled?

    By buckaroo, June 13, 2013
    • 3 replies
    • 1.1k views
    • 
    • 12AX7
    • June 13, 2013

11. Distribution and death

    By cdavis25, May 23, 2016
    • 2 replies
    • 627 views
    • 
    • cdavis25
    • May 24, 2016

12. Distribution Approval and Security

    By Tom, November 21, 2024
    • 5 replies
    • 1.6k views
    • 
    • Peter Gulia
    • November 25, 2024

13. Distribution at Termination?

    By Guest M.A., July 10, 2006
    • 5 replies
    • 2.1k views
    • 
    • Nate X
    • July 11, 2006

14. Distribution Available?

    By Earl, July 7, 2006
    • 4 replies
    • 1.2k views
    • 
    • Earl
    • July 10, 2006

15. Distribution basis recovery

    By Sue H, April 8, 1999
    • 1 reply
    • 1.4k views
    • 
    • LCARUSI
    • April 20, 1999

16. Distribution checks deposited in employer checking account

    By Guest 5500, January 6, 2005
    • 11 replies
    • 2.6k views
    • 
    • Bird
    • January 10, 2005

17. Distribution Code for deferrals before eligible....

    By Guest jusducki, May 31, 2005
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • June 2, 2005

18. Distribution code on Form 1099-R

    By MarZDoates, January 14, 2004
    • 0 replies
    • 1.1k views
    • 
    • MarZDoates
    • January 14, 2004

19. Distribution due to termination

    By Guest Rick R, December 15, 1999
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • December 27, 1999

20. Distribution Error - Vesting

    By Vlad401k, September 14, 2021
    • 1 reply
    • 515 views
    • 
    • Bill Presson
    • September 14, 2021

21. Distribution Event?

    By Randy Watson, February 28, 2006
    • 5 replies
    • 2.1k views
    • 
    • Randy Watson
    • February 28, 2006

22. Distribution event?

    By Oh so SIMPLE, May 23, 2012
    • 2 replies
    • 2.5k views
    • 
    • 00hskrgrl
    • May 23, 2012

23. Distribution Fee Exceeding Participant Acct. Balance

    By Guest Thomas2006, October 25, 2007
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • October 25, 2007

24. Distribution Fee for Small Balance

    By pixmax, April 3, 2013
    • 12 replies
    • 6.7k views
    • 
    • Bill Presson
    • April 4, 2013

25. Distribution Fee Question

    By Guest Solbesado, April 1, 2011
    • 2 replies
    • 1k views
    • 
    • GMK
    • April 1, 2011

26. Distribution Fees

    By Guest TPA Guy, April 21, 2006
    • 1 reply
    • 1.1k views
    • 
    • ERISAnut
    • April 26, 2006

27. Distribution Fees

    By Guest Midas, June 9, 2005
    • 6 replies
    • 2.4k views
    • 
    • david rigby
    • June 16, 2005

28. Distribution Fees

    By Guest stevena1, October 30, 2006
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • October 31, 2006

29. Distribution Fees

    By Guest Runner, June 21, 2002
    • 2 replies
    • 1.5k views
    • 
    • rcline46
    • June 23, 2002

30. Distribution Fees charged to HCE for ADP Refund

    By Guest KAGrist, March 5, 2008
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • March 5, 2008

31. Distribution Fees on ADP Refunds

    By Archimage, April 28, 2015
    • 1 reply
    • 1k views
    • 
    • rcline46
    • April 29, 2015

32. Distribution for beneficiary without TIN?

    By JDuns, August 9, 2002
    • 1 reply
    • 1.8k views
    • 
    • Earl
    • August 10, 2002

33. distribution for lost participant after plan termination

    By Pixie, July 17, 2014   

    • lost participant
    • plan termination
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • July 17, 2014

34. Distribution form

    By Guest stevena1, August 1, 2006
    • 1 reply
    • 1.1k views
    • 
    • Beemer
    • August 2, 2006

35. Distribution Forms

    By Jilliandiz, November 30, 2005
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • November 30, 2005

36. Distribution from 401(k) to ILIT

    By Guest SSSP, June 6, 2014
    • 7 replies
    • 2.1k views
    • 
    • ETA Consulting LLC
    • June 10, 2014

37. Distribution from plan to employer first then participant???

    By kmhaab, June 12, 2024
    • 5 replies
    • 1.5k views
    • 
    • Lois Baker
    • June 13, 2024

38. Distribution from pooled 401k

    By Guest Bagwhan, June 9, 2014
    • 4 replies
    • 3.7k views
    • 
    • Guest
    • June 9, 2014

39. Distribution from simple IRA

    By Guest cynthiar, February 12, 2004
    • 1 reply
    • 1k views
    • 
    • jevd
    • February 12, 2004

40. Distribution from terminating 401(k)

    By Guest babs51, February 3, 2006
    • 2 replies
    • 1.5k views
    • 
    • QDROphile
    • February 3, 2006

41. Distribution in 2002 paid from company account

    By Jim Chad, October 17, 2003
    • 6 replies
    • 1.7k views
    • 
    • david rigby
    • October 20, 2003

42. Distribution in controlled group situation

    By jkharvey, January 11, 2005
    • 1 reply
    • 1.2k views
    • 
    • QDROphile
    • January 11, 2005

43. Distribution in Error while still employed

    By PainPA, November 15, 2010
    • 3 replies
    • 1.2k views
    • 
    • Kevin C
    • December 2, 2010

44. Distribution made directly from Employer and not trust

    By jkharvey, February 26, 2007
    • 7 replies
    • 1.4k views
    • 
    • austin3515
    • February 27, 2007

45. Distribution made in the abscense of a distributable event

    By AbsolutelyOkayPossibly, January 12, 2021
    • 1 reply
    • 516 views
    • 
    • ESOP Guy
    • January 12, 2021

46. Distribution Notice Time Line

    By Guest MEGK, April 26, 2012
    • 32 replies
    • 7.7k views
    • 
    • masteff
    • May 22, 2012

47. Distribution of deceased participant's account to surviving spouse's account in same plan; can survivor later roll over to IRA?

    By Lori H, May 23, 2003
    • 5 replies
    • 2.2k views
    • 
    • Mary Kay Foss
    • September 28, 2003

48. Distribution of Employer Securities

    By bdeancpa, January 30, 2002
    • 1 reply
    • 2.1k views
    • 
    • QDROphile
    • January 30, 2002

49. Distribution of excess deferrals after correction period

    By J. Bringhurst, October 30, 2002
    • 19 replies
    • 3.4k views
    • 
    • Brian Gallagher
    • October 31, 2002

50. Distribution of post-'86 after-tax contributions

    By Guest Everitt, February 7, 2004
    • 0 replies
    • 7.6k views
    • 
    • Guest
    • February 7, 2004