401(k) Plans

19,275 topics in this forum

1. 401(k) immediate entry - match/PS 1 year wait, dual entry - how do yo

   By Guest MEGary, December 28, 2000
   • 15 replies
   • 4.6k views
   • 
   • austin3515
   • October 18, 2002

2. 401(k) In-Plan Roth rollover (IRR) vs. In-Plan Roth Transfer (IRT)

   By Tom, September 12, 2022
   • 1 reply
   • 3.8k views
   • 
   • C. B. Zeller
   • September 12, 2022

3. 401(k) Inservice Taxes

   By Guest Dan Kutzke, December 9, 2005
   • 3 replies
   • 1.5k views
   • 
   • Guest
   • December 12, 2005

4. 401(k) into a Roth IRA

   By Guest bdo111, March 26, 1999
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • April 4, 1999

5. 401(k) Investment Committees and Policy

   By Guest D Ziegler, March 20, 2001
   • 2 replies
   • 1.5k views
   • 
   • Jon Chambers
   • March 20, 2001

6. 401(k) Investment Options for Very Small Employers

   By Guest YATPA, February 23, 2005
   • 1 reply
   • 1.1k views
   • 
   • austin3515
   • February 23, 2005

7. 401(k) investment products providing sub-accounting by contribution so

   By bzorc, December 16, 1999
   • 3 replies
   • 2k views
   • 
   • Guest
   • December 17, 1999

8. 401(k) is Primary Beneficiary on a whole life policy

   By JEBMRC, March 18, 2024
   • 7 replies
   • 555 views
   • 
   • JEBMRC
   • March 19, 2024

9. 401(k) limit

   By Guest TTATE, August 1, 2003
   • 3 replies
   • 1.3k views
   • 
   • Guest
   • August 5, 2003

10. 401(k) limit

    By Guest notapensiongeek, September 22, 2008
    • 5 replies
    • 1.2k views
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    • Guest
    • September 23, 2008

11. 401(k) limit between 2 Plans

    By Vlad401k, February 1, 2021
    • 3 replies
    • 535 views
    • 
    • CuseFan
    • February 1, 2021

12. 401(k) limits

    By Guest JoeK, July 3, 2003
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • July 3, 2003

13. 401(k) limits for a short plan year

    By Guest TracyAndrews, January 23, 2001
    • 2 replies
    • 4.5k views
    • 
    • Earl
    • January 29, 2001

14. 401(k) Loan

    By Alex Daisy, September 23, 2008
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • September 23, 2008

15. 401(k) Loan balances in Plan termination

    By Guest tgraham, November 2, 2004
    • 8 replies
    • 3.9k views
    • 
    • QDROphile
    • November 4, 2004

16. 401(k) Loan Calculation

    By Guest Mannix, August 24, 2010
    • 26 replies
    • 5.4k views
    • 
    • BG5150
    • January 2, 2018

17. 401(k) Loan Deem and Offset

    By Guest Tdavid, December 20, 2012
    • 6 replies
    • 22.7k views
    • 
    • Guest
    • December 21, 2012

18. 401(k) loan deemed distributions as CRDs

    By Ian, August 5, 2020
    • 2 replies
    • 880 views
    • 
    • Ian
    • August 7, 2020

19. 401(k) loan deemed distributions as CRDs

    By Ian, August 5, 2020
    • 1 reply
    • 315 views
    • 
    • Ian
    • August 6, 2020

20. 401(k) loan doc

    By Guest andrew@falesandco.com, September 20, 2007
    • 5 replies
    • 1.3k views
    • 
    • Kimberly S
    • September 21, 2007

21. 401(k) Loan Fees-Union Plan

    By KIP KRAUS, September 8, 1998
    • 4 replies
    • 5.2k views
    • 
    • LCARUSI
    • September 11, 1998

22. 401(k) loan interest rate and how do employees on straight commission pay back their loan if sometimes they get no pay?

    By RayJJohnsonJr, January 11, 2017
    • 7 replies
    • 1.4k views
    • 
    • MWeddell
    • January 24, 2017

23. 401(k) Loan Outstanding when Participant Dies

    By Guest progressivejoe, September 5, 2006
    • 6 replies
    • 26.3k views
    • 
    • Earl
    • September 18, 2006

24. 401(k) Loan Rate

    By Guest hodag, August 11, 2006
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • August 14, 2006

25. 401(k) Loan Repayments as "pre-tax"?

    By jkharvey, June 30, 2004
    • 11 replies
    • 48k views
    • 
    • Guest
    • July 2, 2004

26. 401(k) Loan Repayments Via Check

    By Comp Ben HRIS, January 25, 2016
    • 3 replies
    • 3k views
    • 
    • Bird
    • January 26, 2016

27. 401(k) Loan Restriction

    By oriecat, June 16, 2011
    • 2 replies
    • 1.3k views
    • 
    • K2retire
    • June 16, 2011

28. 401(k) Loan Rollover from one plan to next

    By Guest Tdavid, August 26, 2011
    • 5 replies
    • 2.5k views
    • 
    • austin3515
    • August 29, 2011

29. 401(k) Loan to purchase a foreign property

    By Guest Hgreer, April 2, 2013   

    • 401(k) Loan
    • 4 replies
    • 2.8k views
    • 
    • 12AX7
    • April 2, 2013

30. 401(k) loan: Leave of absence

    By Guest FAQ, March 26, 2002
    • 0 replies
    • 5.9k views
    • 
    • Guest
    • March 26, 2002

31. 401(k) loans

    By Guest rfopiano, August 4, 2001
    • 8 replies
    • 2.4k views
    • 
    • Jon Chambers
    • August 9, 2001

32. 401(k) Loans and Sell Off

    By Guest Sadie4, November 6, 2002
    • 1 reply
    • 1.1k views
    • 
    • E as in ERISA
    • November 6, 2002

33. 401(k) Loans Not Transferrable in Annuity Contract

    By lisabroc, December 2, 2016
    • 4 replies
    • 1.5k views
    • 
    • MoJo
    • December 5, 2016

34. 401(k) Loans: Double taxation or not?

    By Guest InTraining, October 7, 2002
    • 40 replies
    • 12.6k views
    • 
    • g8r
    • October 3, 2003

35. 401(k) Lump Sums and Spousal Consent. Increasing $3,500 limit to $5,00

    By Guest W J Parks, August 31, 2000
    • 1 reply
    • 2k views
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    • david rigby
    • August 31, 2000

36. 401(k) Maintained by LLC

    By chris, September 5, 2001
    • 0 replies
    • 1.5k views
    • 
    • chris
    • September 5, 2001

37. 401(k) Match Contribution Question

    By Guest tgraham, January 12, 2004
    • 3 replies
    • 1.2k views
    • 
    • Mike Preston
    • January 13, 2004

38. 401(K) Match Eligibility Based on Scheduled Hours?

    By DayinJune, June 26, 2024
    • 2 replies
    • 1k views
    • 
    • Paul I
    • June 26, 2024

39. 401(k) Match Options

    By oriecat, March 14, 2011
    • 1 reply
    • 1.1k views
    • 
    • Jim Chad
    • March 14, 2011

40. 401(k) Match over 100%

    By nancy, April 27, 2008
    • 2 replies
    • 1.2k views
    • 
    • Tom Poje
    • April 28, 2008

41. 401(k) Match Reduction

    By Guest IraSue, March 20, 2007
    • 8 replies
    • 2k views
    • 
    • JanetM
    • March 22, 2007

42. 401(k) match reductions

    By Guest GSisson, October 9, 2001
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • October 9, 2001

43. 401(k) Match with Private Company Stock - Valuation required?

    By Guest MarieLittle, May 27, 1999
    • 0 replies
    • 2.5k views
    • 
    • Guest
    • May 27, 1999

44. 401(k) matching contributions in company stock

    By Vivian J, February 13, 2024
    • 0 replies
    • 320 views
    • 
    • Vivian J
    • February 13, 2024

45. 401(k) Matching Formula

    By Guest boetgerinc, January 18, 2000
    • 7 replies
    • 2.4k views
    • 
    • Guest
    • December 18, 2000

46. 401(k) Max

    By Guest sstincone, February 1, 2005
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • February 1, 2005

47. 401(k) Maximum Contributions - 100%?

    By Guest Mariko, August 10, 2001
    • 1 reply
    • 1.4k views
    • 
    • Jon Chambers
    • August 10, 2001

48. 401(k) MRD Issue

    By bzorc, November 10, 2015
    • 3 replies
    • 1.2k views
    • 
    • Bird
    • November 12, 2015

49. 401(k) new plan

    By pbarrett, December 3, 2002
    • 1 reply
    • 1.1k views
    • 
    • 2muchstress
    • December 3, 2002

50. 401(k) Non US based company

    By Guest nextgenplanner, August 25, 2011
    • 3 replies
    • 1.3k views
    • 
    • austin3515
    • September 2, 2011