401(k) Plans

19,321 topics in this forum

1. Force out IRA

   By Bruce1, April 23, 2025
   • 3 replies
   • 1.1k views
   • 
   • CuseFan
   • April 23, 2025

2. Force out limit not followed properly - retroactive amendment?

   By WCC, August 26, 2021
   • 5 replies
   • 1.3k views
   • 
   • WCC
   • August 27, 2021

3. Force out protocol/lost participants

   By Pixie, October 26, 2015   

   • force out
   • lost participant
   • 3 replies
   • 2.4k views
   • 
   • BG5150
   • October 26, 2015

4. Force-Out of Small Balances

   By Catch22PGM, March 30, 2022   

   • distribution
   • force-out distribution
   • (and 1 more)

     Tagged with:

     • distribution
     • force-out distribution
     • forfeiture
   • 11 replies
   • 2.6k views
   • 
   • BG5150
   • April 19, 2022

5. Force-Outs

   By MTWeeks, April 25, 2023
   • 3 replies
   • 511 views
   • 
   • CuseFan
   • April 27, 2023

6. Forced "secondary" Distributions

   By Lou81, October 15, 2024   

   • distributions
   • 0 replies
   • 658 views
   • 
   • Lou81
   • October 15, 2024

7. Forced Cashout of Required Minimum Distribution

   By Guest PenGuy, December 8, 2003
   • 2 replies
   • 2.6k views
   • 
   • QDROphile
   • December 8, 2003

8. Forced distribution for under $5000 - can't find the participant

   By Guest lkramer, March 5, 2002
   • 1 reply
   • 2k views
   • 
   • stephen
   • March 5, 2002

9. Forced Distribution Options

   By Guest Jules1, August 4, 2013
   • 10 replies
   • 8.7k views
   • 
   • cdavis25
   • August 6, 2013

10. Forced distributions

    By Guest jetfaninmn, June 1, 2005
    • 2 replies
    • 1.6k views
    • 
    • Belgarath
    • June 1, 2005

11. Forced distributions timing

    By Guest BarbaraB, June 10, 2010
    • 4 replies
    • 1.8k views
    • 
    • david rigby
    • June 10, 2010

12. Forced IRA Rollovers - Who will take them?

    By ljr, April 1, 2005
    • 6 replies
    • 2k views
    • 
    • Guest
    • April 1, 2005

13. Forcing a 415 Failure

    By Guest Yeti68, March 18, 2014
    • 11 replies
    • 6.6k views
    • 
    • austin3515
    • March 20, 2014

14. Forcing out deceased beneficiary due to Plan termination

    By Pensions2020, November 21, 2022
    • 2 replies
    • 830 views
    • 
    • C. B. Zeller
    • November 22, 2022

15. Foreign 401(k) Participants

    By Guest CHRISTA, May 22, 2001
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • May 24, 2001

16. Foreign 401k

    By AbsolutelyOkayPossibly, November 10, 2020
    • 2 replies
    • 781 views
    • 
    • AbsolutelyOkayPossibly
    • November 10, 2020

17. Foreign 401k Beneficiary Designation

    By Guest Bear, September 11, 2007
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • September 11, 2007

18. FOREIGN BASED EMPLOYEES

    By Guest padmin, August 27, 2004
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • August 27, 2004

19. Foreign Beneficiary on a US 401(k) Plan

    By Guest LStein, October 4, 2012
    • 4 replies
    • 2.4k views
    • 
    • mbozek
    • October 10, 2012

20. Foreign Company 401(k)

    By Guest Green92, May 31, 2006
    • 5 replies
    • 4.2k views
    • 
    • 401k IA
    • June 4, 2019

21. Foreign company adopting plan for US citizens in foreign country?

    By Guest Bristol, February 15, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • February 15, 2001

22. Foreign company with U.S. employees

    By LisaS, July 16, 2019   

    • foreign corporation with u.s. employees
    • 7 replies
    • 2.6k views
    • 
    • LisaS
    • July 26, 2019

23. Foreign corporation as sponsor of 401(k) plan?

    By Guest Alley, July 5, 2001
    • 2 replies
    • 2.3k views
    • 
    • GBurns
    • July 8, 2001

24. Foreign employee moving to US gets service credit?

    By Guest FAQ, November 29, 2005
    • 1 reply
    • 1.5k views
    • 
    • Bob R
    • December 6, 2005

25. Foreign employees

    By Guest Jose Rosario, August 5, 2003
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • August 7, 2003

26. foreign employees 401(k) participation?

    By TMcfall, August 3, 2021
    • 3 replies
    • 1.2k views
    • 
    • Jakyasar
    • August 3, 2021

27. Foreign employees and 401(k) participation

    By Guest Amy, September 18, 1998
    • 4 replies
    • 17.9k views
    • 
    • Guest
    • October 5, 1998

28. Foreign entity wants to provide 401K plan to US employees. Trustee?

    By Matt RPS, February 2, 2023
    • 5 replies
    • 1.9k views
    • 
    • Matt RPS
    • February 3, 2023

29. foreign language assistance

    By Guest PeterGulia, January 16, 1999
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • January 16, 1999

30. Foreign Miscellaneous Government Entity

    By SRP, January 7, 2009
    • 0 replies
    • 1k views
    • 
    • SRP
    • January 7, 2009

31. foreign national foreign subsidiary

    By k man, May 19, 2008
    • 4 replies
    • 1.7k views
    • 
    • k man
    • May 19, 2008

32. Foreign National who pays US Taxes participate in 401(k)

    By Guest bueler, March 1, 2004
    • 6 replies
    • 4.1k views
    • 
    • jquazza
    • March 1, 2004

33. Foreign Owned Companies - control group?

    By 401Kerfuffle, January 4, 2022
    • 1 reply
    • 782 views
    • 
    • WCC
    • January 4, 2022

34. Foreign Pension Plans

    By Nassau, November 22, 2010
    • 2 replies
    • 1k views
    • 
    • GBurns
    • November 23, 2010

35. Foreign rollover to US Plan

    By Guest Frank Jackson, October 4, 1999
    • 1 reply
    • 2.1k views
    • 
    • david rigby
    • October 4, 1999

36. Foreign stocks in 401(k)

    By Guest helpmewithtaxes, April 10, 2006
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • April 11, 2006

37. Foreign Trustee?

    By Guest padmin, April 19, 2007
    • 2 replies
    • 6.2k views
    • 
    • Peter Gulia
    • April 21, 2007

38. Foreign withholding at source

    By jkharvey, April 23, 2012
    • 2 replies
    • 1.2k views
    • 
    • mbozek
    • April 24, 2012

39. Forfeit related match

    By Guest Jennyb473, December 16, 2010
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • December 20, 2010

40. forfeitability and accrual requirements for matching contributions mad

    By Guest NMpensions, March 2, 1999
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • March 4, 1999

41. Forfeiting related match when the ADP test fails

    By Guest 401kBurm, February 26, 2000
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • March 2, 2000

42. Forfeiture Account

    By PensionPro, March 28, 2012
    • 1 reply
    • 892 views
    • 
    • ESOP Guy
    • March 28, 2012

43. Forfeiture Account

    By Guest dsw713, September 30, 2010
    • 4 replies
    • 1.5k views
    • 
    • 401king
    • October 1, 2010

44. Forfeiture account and expense

    By retbenser, January 13, 2013
    • 1 reply
    • 1.2k views
    • 
    • ETA Consulting LLC
    • January 13, 2013

45. Forfeiture Account for Terminated Plan

    By metsfan026, December 21, 2022
    • 5 replies
    • 1.2k views
    • 
    • Luke Bailey
    • January 3, 2023

46. Forfeiture Account for Terminating Plan

    By metsfan026, July 12, 2023
    • 5 replies
    • 1.7k views
    • 
    • Peter Gulia
    • July 12, 2023

47. Forfeiture Account Funds to Pay Earnings

    By waid10, May 18, 2021
    • 2 replies
    • 911 views
    • 
    • waid10
    • May 19, 2021

48. Forfeiture Account Incorrectly Used

    By Guest koo, January 20, 2010
    • 7 replies
    • 1.9k views
    • 
    • austin3515
    • January 21, 2010

49. Forfeiture Account Problem

    By Guest halencourt, January 22, 2003
    • 18 replies
    • 2.8k views
    • 
    • Kirk Maldonado
    • January 24, 2003

50. Forfeiture Account Use

    By Guest etu22, March 9, 2004
    • 8 replies
    • 17.2k views
    • 
    • Guest
    • March 9, 2004