401(k) Plans

19,321 topics in this forum

1. Distribution of Rollover Contribution

   By Stash026, July 9, 2008
   • 3 replies
   • 1k views
   • 
   • Guest
   • July 9, 2008

2. Distribution Overpayment & help finding court cases.

   By FundeK, October 27, 2004
   • 1 reply
   • 1.9k views
   • 
   • KJohnson
   • October 27, 2004

3. Distribution Overpayments

   By FundeK, January 12, 2005
   • 11 replies
   • 4.8k views
   • 
   • GBurns
   • January 18, 2005

4. Distribution paperwork for an Estate

   By austin3515, June 9, 2017
   • 14 replies
   • 2.1k views
   • 
   • D Lewis
   • June 13, 2017

5. Distribution pay back to reinstate forfeitures

   By ccassetty, January 8, 2003
   • 26 replies
   • 6.3k views
   • 
   • Mike Preston
   • January 14, 2003

6. Distribution payable to alternate payee and another person?

   By Guest, August 15, 2000
   • 5 replies
   • 1.9k views
   • 
   • Guest
   • August 16, 2000

7. Distribution permitted? 401(k)(10) rules and Same Desk

   By Guest RW, June 21, 2000
   • 6 replies
   • 1.8k views
   • 
   • MWeddell
   • June 28, 2000

8. Distribution Prior to a Plan restating to egtrra

   By Guest jkrad, June 3, 2003
   • 1 reply
   • 1.2k views
   • 
   • Blinky the 3-eyed Fish
   • June 3, 2003

9. Distribution request from HCE

   By Dan, April 10, 2012
   • 2 replies
   • 840 views
   • 
   • BG5150
   • April 10, 2012

10. Distribution rolloever contained "ineligible" amounts-record

    By Guest SusanS, May 1, 1999
    • 3 replies
    • 2k views
    • 
    • Guest
    • April 12, 2001

11. Distribution Timing Restrictions

    By TybeeGaSun, February 27, 2018
    • 6 replies
    • 1.3k views
    • 
    • Larry Starr
    • February 28, 2018

12. Distribution to a Testamentary Trust not eligible for rollover

    By Guest GordonJ, October 11, 2000
    • 1 reply
    • 1.6k views
    • 
    • Mary Kay Foss
    • October 12, 2000

13. Distribution to Bene's

    By Guest Twinky, November 2, 2006
    • 8 replies
    • 2k views
    • 
    • Guest
    • November 3, 2006

14. Distribution to foreign citizen

    By ombskid, May 25, 2010
    • 0 replies
    • 1k views
    • 
    • ombskid
    • May 25, 2010

15. Distribution to Resident Alien

    By Guest abajeb, May 2, 2006
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • May 2, 2006

16. Distribution upon Disposition of Assets - mandatory or optional?

    By Guest LMalone, September 18, 2001
    • 1 reply
    • 1.4k views
    • 
    • lkpittman
    • September 18, 2001

17. Distribution upon Sale of Subsidiary

    By Scott, February 2, 1999
    • 5 replies
    • 2.9k views
    • 
    • QDROphile
    • February 3, 1999

18. Distribution via QRRO from Roth 401(k)

    By fmsinc, November 10, 2023
    • 1 reply
    • 452 views
    • 
    • Bird
    • November 13, 2023

19. distribution w/ no withholding

    By Guest babs51, April 11, 2006
    • 4 replies
    • 1.3k views
    • 
    • Archimage
    • April 13, 2006

20. Distribution while still employed

    By Guest CGBS, January 5, 2000
    • 3 replies
    • 2.6k views
    • 
    • Guest
    • January 6, 2000

21. distributions

    By Guest LBH, May 19, 1999
    • 1 reply
    • 1.5k views
    • 
    • MWeddell
    • May 19, 1999

22. distributions

    By JKW, December 16, 2010
    • 3 replies
    • 1.1k views
    • 
    • JKW
    • December 17, 2010

23. Distributions

    By Jilliandiz, March 30, 2006
    • 3 replies
    • 1.4k views
    • 
    • MWeddell
    • March 30, 2006

24. Distributions - Plan Termination

    By Guest h_nowicki, June 16, 2005
    • 3 replies
    • 1.5k views
    • 
    • E as in ERISA
    • June 16, 2005

25. Distributions and Eligibility

    By Guest russo40, July 31, 2001
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • August 1, 2001

26. Distributions and Rollovers

    By Guest mrwentzel, August 15, 2003
    • 1 reply
    • 1.1k views
    • 
    • WDIK
    • August 15, 2003

27. Distributions based on non-compete clause

    By 401_4_ever, April 18, 2007
    • 2 replies
    • 2k views
    • 
    • masteff
    • April 18, 2007

28. Distributions double counted due to TPA reporting error

    By yd37, August 18, 2016   

    • Form 5550
    • distributions
    • (and 3 more)

      Tagged with:

      • Form 5550
      • distributions
      • loan offset
      • loans
      • 401k
    • 3 replies
    • 1.4k views
    • 
    • K2retire
    • August 25, 2016

29. Distributions during plan termination

    By Guest ksumner, July 20, 1999
    • 8 replies
    • 3k views
    • 
    • david rigby
    • July 31, 1999

30. Distributions for Annual valuated plan

    By Guest NPS Darren, December 11, 2008
    • 6 replies
    • 2.1k views
    • 
    • SMB
    • December 15, 2008

31. Distributions from 401(k) plan when employer in bankruptcy?

    By erisageek1978, January 21, 2025
    • 13 replies
    • 2.9k views
    • 
    • Peter Gulia
    • January 22, 2025

32. Distributions from a 401k with ER stock. (NUA).

    By Guest Denise Murphy, October 4, 1999
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • October 6, 1999

33. Distributions from nonqualified deferred comp plan

    By JRN, March 20, 2018
    • 3 replies
    • 1.1k views
    • 
    • EBECatty
    • March 22, 2018

34. Distributions from partially-vested accts--protected?

    By BG5150, November 19, 2019
    • 3 replies
    • 780 views
    • 
    • Luke Bailey
    • November 20, 2019

35. Distributions in terminated plana

    By Guest ARuper, October 28, 2002
    • 10 replies
    • 2.1k views
    • 
    • mbozek
    • October 29, 2002

36. Distributions of Small Balances

    By JKW, January 5, 2011
    • 1 reply
    • 2k views
    • 
    • DMcGovern
    • January 5, 2011

37. Distributions on Plan Termination

    By Guest clh, May 15, 2003
    • 2 replies
    • 1.3k views
    • 
    • Kirk Maldonado
    • May 16, 2003

38. Distributions on terminated plans

    By Guest jetfaninmn, November 21, 2005
    • 1 reply
    • 1.5k views
    • 
    • WDIK
    • November 22, 2005

39. Distributions prior to plan termination approval

    By Guest ksumner, July 21, 1999
    • 1 reply
    • 1.7k views
    • 
    • lkpittman
    • July 21, 1999

40. Distributions to Estate

    By ERISA25, September 1, 2014
    • 1 reply
    • 885 views
    • 
    • GMK
    • September 2, 2014

41. Distributions to foreign citizens

    By Guest PeterGulia, December 7, 1999
    • 2 replies
    • 5.1k views
    • 
    • Guest
    • December 7, 1999

42. Distributions-terminations

    By Guest Allen Radin, July 27, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • July 27, 2001

43. Distributions:Tax on true gross, or tax on gross net of fees?

    By ldr, December 19, 2017   

    • distributions
    • taxes
    • (and 2 more)

      Tagged with:

      • distributions
      • taxes
      • gross up
      • fees
    • 28 replies
    • 5.7k views
    • 
    • stephen
    • June 22, 2018

44. Diversification Notice

    By Guest shaul, June 4, 2010
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • June 4, 2010

45. Diversification Notice

    By PMC, November 17, 2006
    • 8 replies
    • 2k views
    • 
    • blue
    • November 30, 2006

46. Diversifying out of employer stock

    By RCK, August 21, 2001
    • 1 reply
    • 1.5k views
    • 
    • BeckyMiller
    • August 27, 2001

47. Dividend payment election

    By Guest NGG53, December 22, 2009
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • December 22, 2009

48. Dividend Payouts and Hardships

    By RCT, July 13, 2017
    • 7 replies
    • 1.2k views
    • 
    • CuseFan
    • July 14, 2017

49. Dividend Reinvestment Program (Drip) in qualified plan

    By Hoard1, June 4, 1999
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • June 4, 1999

50. Dividends in ESOP within 401(k) Plan

    By RCK, March 18, 2006
    • 3 replies
    • 2.2k views
    • 
    • RCK
    • March 22, 2006