401(k) Plans

19,321 topics in this forum

1. Loan Rollover into a plan

   By FundeK, July 16, 2004
   • 4 replies
   • 1.8k views
   • 
   • QDROphile
   • July 16, 2004

2. Loan Rollover of Offset Loan

   By 52626, May 17, 2019
   • 6 replies
   • 2k views
   • 
   • Bri
   • May 23, 2019

3. Loan rollover to IRA

   By PS, March 4, 2021
   • 5 replies
   • 2.6k views
   • 
   • Pam Shoup
   • March 5, 2021

4. Loan Rollover to Multiple Employer Plan

   By Below Ground, March 5, 2007
   • 0 replies
   • 1.2k views
   • 
   • Below Ground
   • March 5, 2007

5. Loan source recommendations for new plan?

   By Guest RSnyder316, June 6, 2002
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • June 7, 2002

6. Loan Source restrictions - time for a new recordkeeper?

   By justanotheradmin, February 5, 2021
   • 14 replies
   • 1.9k views
   • 
   • msmith
   • February 8, 2021

7. Loan Suspension under CARES Act

   By sb0828, June 1, 2020
   • 5 replies
   • 1.3k views
   • 
   • Caroline Martinez
   • June 3, 2020

8. Loan taken which exceeds borrowing limitation

   By Tom, September 13, 2023
   • 2 replies
   • 559 views
   • 
   • Peter Gulia
   • September 13, 2023

9. Loan taxed twice?

   By Brian Gallagher, September 30, 2003
   • 4 replies
   • 1.4k views
   • 
   • david rigby
   • September 30, 2003

10. Loan then early withdrawal

    By Gmass, January 24, 2017
    • 1 reply
    • 619 views
    • 
    • 401king
    • January 24, 2017

11. Loan to plan terminee?

    By Guest Rachelw, July 23, 2007
    • 9 replies
    • 1.6k views
    • 
    • Mike Preston
    • July 24, 2007

12. Loan to S-Corp shareholder

    By Guest Larry J, December 7, 1998
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • December 8, 1998

13. Loan Trust?

    By Scott, March 27, 2003
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • March 28, 2003

14. Loan VCP for Owner

    By austin3515, September 20, 2017
    • 3 replies
    • 1k views
    • 
    • Mike Preston
    • September 20, 2017

15. Loan--spousal consent should have been obtained, but wasn't

    By Brian Gallagher, August 20, 2004
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • August 20, 2004

16. Loan/Hardship Issue

    By Guest JHeller, September 3, 2010
    • 6 replies
    • 1.3k views
    • 
    • 12AX7
    • September 8, 2010

17. Loans

    By Guest elang, September 21, 2010
    • 5 replies
    • 1.2k views
    • 
    • Guest
    • September 23, 2010

18. Loans

    By Jilliandiz, November 3, 2005
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • November 5, 2005

19. Loans

    By Guest BruceCM, May 6, 2005
    • 1 reply
    • 1.2k views
    • 
    • WDIK
    • May 6, 2005

20. Loans

    By Tmile1928, August 17, 2019
    • 1 reply
    • 633 views
    • 
    • QDROphile
    • August 17, 2019

21. Loans

    By Alex Daisy, May 10, 2010
    • 11 replies
    • 6k views
    • 
    • Tom Poje
    • May 27, 2010

22. Loans

    By Guest dstran, March 1, 2006
    • 3 replies
    • 1.8k views
    • 
    • stephen
    • March 1, 2006

23. Loans

    By k man, October 18, 2001
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • October 19, 2001

24. Loans

    By Archimage, July 9, 2003
    • 3 replies
    • 1.2k views
    • 
    • ccassetty
    • July 10, 2003

25. Loans

    By Guest chris4013, November 17, 2005
    • 3 replies
    • 1.7k views
    • 
    • E as in ERISA
    • November 17, 2005

26. LOANS - DEFAULT

    By Guest SPrince, September 23, 2007
    • 1 reply
    • 1.1k views
    • 
    • Sully
    • September 23, 2007

27. Loans - Hardship Only

    By MGOAdmin, April 15, 2014   

    • hardship
    • loan
    • 5 replies
    • 2k views
    • 
    • BG5150
    • April 16, 2014

28. Loans - Safe Harbor Reasons

    By PainPA, July 20, 2009
    • 4 replies
    • 1.5k views
    • 
    • BG5150
    • July 20, 2009

29. Loans -- Leave of Absence

    By Archimage, November 6, 2003
    • 7 replies
    • 4.1k views
    • 
    • Archimage
    • November 6, 2003

30. Loans & Hardships

    By Brian Gallagher, March 28, 2003
    • 4 replies
    • 1.5k views
    • 
    • Mike Preston
    • April 17, 2003

31. Loans against insurance policy in 401k plan

    By jkharvey, September 12, 2013
    • 1 reply
    • 1.1k views
    • 
    • Belgarath
    • September 12, 2013

32. Loans and a Safe Harbor plan

    By 52626, October 17, 2013
    • 8 replies
    • 5.3k views
    • 
    • Bird
    • October 21, 2013

33. Loans and Bankrupcy

    By 52626, April 14, 2016
    • 2 replies
    • 806 views
    • 
    • Lou S.
    • April 14, 2016

34. Loans and Cure Period

    By Alex Daisy, June 20, 2011
    • 1 reply
    • 2.6k views
    • 
    • Bird
    • June 20, 2011

35. Loans and fees

    By Guest CAM223, March 30, 2004
    • 6 replies
    • 1.9k views
    • 
    • maverick
    • April 7, 2004

36. Loans and laid off participants?

    By Guest Michael Anderson, January 25, 2005
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • January 25, 2005

37. Loans and leave of absence

    By pjb1835, October 26, 2017
    • 1 reply
    • 1.7k views
    • 
    • PAiPal
    • October 30, 2017

38. loans and plan documents

    By Guest MTransue, October 2, 2002
    • 4 replies
    • 1.7k views
    • 
    • actuarysmith
    • October 2, 2002

39. Loans and Plan Termination

    By Guest cgeslak, April 18, 2007
    • 3 replies
    • 1.6k views
    • 
    • QDROphile
    • April 19, 2007

40. loans and spousal consent

    By Guest friedbrain, February 18, 1999
    • 3 replies
    • 1.9k views
    • 
    • MWeddell
    • February 19, 1999

41. Loans and Summer Leaves

    By austin3515, August 29, 2012
    • 7 replies
    • 1.4k views
    • 
    • Guest
    • August 29, 2012

42. Loans can or cannot be rolled over ? HELP !

    By Guest bjschiedel, July 27, 2004
    • 2 replies
    • 1.2k views
    • 
    • QDROphile
    • July 27, 2004

43. Loans from 401(k)

    By Guest msearle, December 18, 1999
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • January 13, 2000

44. Loans from 401(k) Were for More Than 50% of Vested Balance; How to Fix?

    By MikeB, July 30, 2025
    • 2 replies
    • 892 views
    • 
    • Peter Gulia
    • July 31, 2025

45. Loans from Roth 401k

    By austin3515, March 31, 2016
    • 3 replies
    • 1.5k views
    • 
    • austin3515
    • March 31, 2016

46. Loans from safe harbor matching contributions

    By Guest ATTY, April 21, 2000
    • 1 reply
    • 2k views
    • 
    • QDROphile
    • April 24, 2000

47. Loans in excess of limit

    By AAS2, October 26, 2017
    • 3 replies
    • 1k views
    • 
    • ETA Consulting LLC
    • October 31, 2017

48. Loans options in M&A

    By udbelv1115, March 21, 2018
    • 11 replies
    • 2.4k views
    • 
    • Luke Bailey
    • March 22, 2018

49. Loans remain with provider, or transfer with plan?

    By 401king, January 20, 2010
    • 12 replies
    • 1.8k views
    • 
    • rcline46
    • January 22, 2010

50. Loans to key employees in top heavy plans?

    By Guest Michael Anderson, February 12, 2002
    • 1 reply
    • 1.9k views
    • 
    • Belgarath
    • February 12, 2002