401(k) Plans

19,321 topics in this forum

1. In-Service Distribution

   By austin3515, March 10, 2010
   • 11 replies
   • 1.5k views
   • 
   • BG5150
   • March 10, 2010

2. In-Service Distribution

   By FishOn, December 12, 2022
   • 8 replies
   • 1.7k views
   • 
   • Bill Presson
   • December 13, 2022

3. In-Service Distribution - Protected Benefit

   By Vlad401k, December 14, 2018
   • 3 replies
   • 1.7k views
   • 
   • Larry Starr
   • December 15, 2018

4. In-Service Distribution Amendment for Safe Harbor Plan

   By Vlad401k, August 12, 2015
   • 7 replies
   • 1.7k views
   • 
   • QDROphile
   • August 20, 2015

5. In-Service distribution from 401(k) that includes terminated DB rollover

   By Tom, December 20, 2022
   • 2 replies
   • 845 views
   • 
   • CuseFan
   • December 20, 2022

6. In-Service Distribution of Employer Stock Fund Only?

   By kmhaab, October 14, 2019
   • 1 reply
   • 544 views
   • 
   • Dave Baker
   • October 15, 2019

7. In-service distribution on account of disablity

   By blue, June 24, 2009
   • 0 replies
   • 1.2k views
   • 
   • blue
   • June 24, 2009

8. In-Service distribution quandary

   By Kimberly S, August 1, 2007
   • 1 reply
   • 1.2k views
   • 
   • jpod
   • August 1, 2007

9. In-service distribution to IRA

   By goldtpa, June 3, 2005
   • 0 replies
   • 1.2k views
   • 
   • goldtpa
   • June 3, 2005

10. In-Service Distribution with an Outstanding Loan

    By metsfan026, June 14, 2024
    • 2 replies
    • 2.9k views
    • 
    • Paul I
    • June 14, 2024

11. In-Service Distribution: Unrelated Rollover

    By Guest 4Kicks, January 24, 2014   

    • Top Heavy Test
    • 1 reply
    • 1.8k views
    • 
    • Lou S.
    • January 24, 2014

12. In-Service Distributions

    By Jilliandiz, October 13, 2005
    • 2 replies
    • 1.3k views
    • 
    • Alf
    • October 13, 2005

13. In-service distributions

    By Guest SPiwowar, January 7, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • January 8, 1999

14. In-Service Distributions at Any Age?

    By Guest Thornton, April 30, 2008
    • 14 replies
    • 2.9k views
    • 
    • Below Ground
    • May 2, 2008

15. In-Service Distributions of 401(k) Contributions

    By Stash026, October 24, 2018
    • 6 replies
    • 2.4k views
    • 
    • Larry Starr
    • October 25, 2018

16. In-Service Distributions?

    By Jilliandiz, July 24, 2007
    • 1 reply
    • 1.1k views
    • 
    • austin3515
    • July 25, 2007

17. In-Service Distrtibution

    By Guest HD WILLIAMS, February 9, 1999
    • 9 replies
    • 1.7k views
    • 
    • Guest
    • March 23, 1999

18. In-Service to Offset Loan

    By austin3515, March 12, 2011
    • 6 replies
    • 2.1k views
    • 
    • 12AX7
    • March 14, 2011

19. In-Service Transfers

    By Guest psgross, January 31, 2005
    • 8 replies
    • 1.8k views
    • 
    • mbozek
    • February 2, 2005

20. In-service withdrawal

    By Guest KimAnn, October 23, 2001
    • 1 reply
    • 1.6k views
    • 
    • MWeddell
    • October 23, 2001

21. In-Service Withdrawal after attainment of NRA

    By Pixie, December 4, 2007
    • 5 replies
    • 2.5k views
    • 
    • Kimberly S
    • December 10, 2007

22. In-service withdrawal before 59.5

    By CaitlinMarg, September 9, 2019
    • 6 replies
    • 4.5k views
    • 
    • FPGuy
    • September 11, 2019

23. In-service withdrawal for short-term disability

    By cwallace, March 31, 2021
    • 3 replies
    • 2.6k views
    • 
    • CuseFan
    • March 31, 2021

24. In-Service Withdrawal Window?

    By Alf, September 10, 2004
    • 0 replies
    • 976 views
    • 
    • Alf
    • September 10, 2004

25. In-service withdrawal with a loan

    By Guest VPA, March 21, 2000
    • 1 reply
    • 1.7k views
    • 
    • MWeddell
    • March 24, 2000

26. In-Service Withdrawals (under 59 1/2)

    By Brian Gallagher, June 4, 2003
    • 9 replies
    • 12k views
    • 
    • Mary Kay Foss
    • June 6, 2003

27. In-Service Withdrawals in Money Purchase Plans

    By Guest BS, September 11, 2000
    • 4 replies
    • 3.2k views
    • 
    • IRC401
    • September 17, 2000

28. Inaccessible vested 401(k) assets

    By Guest jkopp, December 28, 2001
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • December 28, 2001

29. Inaccurate notice of benefit from SSA

    By Guest johnpetrancosta, May 10, 2012
    • 15 replies
    • 5.1k views
    • 
    • mbozek
    • May 11, 2012

30. Inadvertant CODA

    By Alf, September 17, 2003
    • 3 replies
    • 1.1k views
    • 
    • Alf
    • September 18, 2003

31. Inadvertent Distribution from Roth Account

    By ERISA25, September 13, 2012
    • 5 replies
    • 1.3k views
    • 
    • BG5150
    • September 14, 2012

32. Inadvertent Error on 404(a)(5) Notice

    By Molgilny89, September 9, 2020
    • 1 reply
    • 704 views
    • 
    • Lou S.
    • September 9, 2020

33. Inalienability of Benefits

    By Guest Kriso, April 30, 2003
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • May 1, 2003

34. Inc. vs LLP. one owner, two plans?

    By TPApril, May 6, 2021
    • 6 replies
    • 1.3k views
    • 
    • Jakyasar
    • May 7, 2021

35. Incentive contributions to 401K

    By Guest bvanlente, November 18, 2001
    • 2 replies
    • 2.8k views
    • 
    • RCK
    • November 19, 2001

36. incentive to defer - raffle

    By SheilaD, January 11, 2010
    • 9 replies
    • 2.3k views
    • 
    • Guest
    • January 14, 2010

37. incentives to defer?

    By Guest MES, July 22, 2004
    • 9 replies
    • 1.3k views
    • 
    • Guest
    • July 23, 2004

38. Incentives to invest in Company stock under 401(k) plans?

    By Guest KevinGordon, January 19, 2001
    • 28 replies
    • 4.9k views
    • 
    • Guest
    • January 25, 2001

39. Incidental benefit limit for life insurance.

    By Guest Thornton, August 1, 2002
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • August 1, 2002

40. Includable in 2005 Dec ye ADP test?

    By Beltane, July 17, 2006
    • 13 replies
    • 2.2k views
    • 
    • Beltane
    • July 20, 2006

41. Include amounts deferred in excess of plan limitations in the 401(k) t

    By Guest Mr. X, October 2, 2000
    • 1 reply
    • 1.3k views
    • 
    • R. Butler
    • October 2, 2000

42. include earnings in 5330 late ADP refund calc?

    By AlbanyConsultant, August 21, 2024
    • 1 reply
    • 554 views
    • 
    • AlbanyConsultant
    • August 21, 2024

43. Include in ADP Test?

    By Guest Giovanni, January 31, 2005
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • February 1, 2005

44. Include on Coverage?

    By fiona1, January 13, 2005
    • 2 replies
    • 1.2k views
    • 
    • austin3515
    • January 13, 2005

45. Include Puerto Rican residents in plan testing?

    By Guest rchambers, September 6, 2000
    • 13 replies
    • 5.2k views
    • 
    • Harwood
    • August 31, 2004

46. Include SARSEP deferrals in average benefits test?

    By MR, June 11, 2003
    • 1 reply
    • 1.3k views
    • 
    • goldtpa
    • June 12, 2003

47. Included Excluded Employees

    By goldtpa, December 30, 2011
    • 6 replies
    • 2.5k views
    • 
    • EBDI
    • November 30, 2012

48. Includible Comp

    By austin3515, March 26, 2008
    • 7 replies
    • 1.6k views
    • 
    • austin3515
    • March 31, 2008

49. Includible Compensation

    By emmetttrudy, December 1, 2010
    • 4 replies
    • 1.6k views
    • 
    • Jim Chad
    • December 2, 2010

50. Including Nanny on Payroll of S Corp, Exclude from 401(k)?

    By matthny, February 28, 2019
    • 5 replies
    • 2.6k views
    • 
    • Bill Presson
    • March 5, 2019