401(k) Plans

19,321 topics in this forum

1. Mandatory Cash-out and the old look back rule

   By Guest PJW, September 16, 2002
   • 0 replies
   • 1.5k views
   • 
   • Guest
   • September 16, 2002

2. Mandatory Cash-Out Question--Unresponsive Accounts Under $1000

   By TPAJake, October 19, 2016
   • 10 replies
   • 2.2k views
   • 
   • ESOP Guy
   • April 7, 2017

3. Mandatory contribution to 401(k)

   By Guest ToddBonham, December 4, 2009
   • 1 reply
   • 1.5k views
   • 
   • Lou S.
   • December 4, 2009

4. Mandatory Contributions

   By rcline46, April 5, 2011
   • 0 replies
   • 877 views
   • 
   • rcline46
   • April 5, 2011

5. Mandatory Contributions

   By Guest MDG, September 9, 2003
   • 9 replies
   • 1.7k views
   • 
   • Brian Gallagher
   • September 10, 2003

6. Mandatory Disaggregation

   By Guest yahoo, May 13, 1999
   • 0 replies
   • 2.7k views
   • 
   • Guest
   • May 13, 1999

7. Mandatory Discontinuance of 401(k) Deferrals

   By Guest Ira Hayes, August 23, 2006
   • 3 replies
   • 2.1k views
   • 
   • Guest
   • August 23, 2006

8. Mandatory Distribution at NRA

   By Jake Wright, April 15, 2020
   • 6 replies
   • 1.4k views
   • 
   • Luke Bailey
   • May 21, 2020

9. Mandatory Distributions

   By Tom, October 22, 2024
   • 1 reply
   • 481 views
   • 
   • justanotheradmin
   • October 22, 2024

10. Mandatory ER Contributions

    By Guest hpaine, November 20, 2002
    • 15 replies
    • 3.6k views
    • 
    • JanetM
    • December 4, 2002

11. Mandatory Federal Withholding - Form W4-R

    By John K, June 20, 2024
    • 7 replies
    • 6.2k views
    • 
    • CuseFan
    • June 21, 2024

12. Mandatory Integration

    By sdix401k, September 6, 2007
    • 14 replies
    • 3k views
    • 
    • sdix401k
    • September 10, 2007

13. Mandatory IRA rollover 401(a)31(b)

    By Guest bouncingsoul, May 22, 2008
    • 2 replies
    • 1.9k views
    • 
    • Kevin C
    • May 22, 2008

14. Mandatory Match

    By Randy Watson, September 22, 2009
    • 5 replies
    • 1.5k views
    • 
    • austin3515
    • September 24, 2009

15. Mandatory Match for Catch Up Contribs?

    By Guest ResearchGirl, February 12, 2008
    • 2 replies
    • 1.1k views
    • 
    • QDROphile
    • February 12, 2008

16. Mandatory Roll OUt

    By Guest BigBish1966, August 19, 2004
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • August 23, 2004

17. Mandatory Roth -- Deemed Roth Feature -- Timing Issue

    By Interested Party, August 26, 2025
    • 4 replies
    • 1.3k views
    • 
    • Interested Party
    • August 26, 2025

18. Mandatory Roth / Plans where HCE's hit 415 Limit

    By austin3515, October 26, 2025
    • 4 replies
    • 829 views
    • 
    • Peter Gulia
    • October 28, 2025

19. Mandatory Roth Catch Up related

    By Jakyasar, November 19, 2025
    • 13 replies
    • 1.1k views
    • 
    • PainPA
    • December 2, 2025

20. Mandatory Roth catch-up

    By Ian, January 19, 2025
    • 2 replies
    • 1.2k views
    • 
    • Ian
    • January 20, 2025

21. Mandatory Roth Catch-Up Contributions

    By Jen, February 27, 2025
    • 2 replies
    • 1.1k views
    • 
    • Jen
    • February 27, 2025

22. Mandatory Roth Catch-Up Correction Method -- Followed by EPCRS Correction?

    By Interested Party, November 6, 2025
    • 2 replies
    • 511 views
    • 
    • Interested Party
    • November 7, 2025

23. Mandatory Roth Catch-up for SE comp, W-2 combo

    By ejohnke, November 19, 2025
    • 2 replies
    • 429 views
    • 
    • Peter Gulia
    • November 20, 2025

24. Mandatory Roth Catchups

    By FishOn, September 22, 2025
    • 8 replies
    • 2.1k views
    • 
    • Paul I
    • September 25, 2025

25. Mandatory State Tax Withholding

    By Gadgetfreak, January 18, 2011
    • 3 replies
    • 1.4k views
    • 
    • GMK
    • March 1, 2011

26. Mandatory State Tax Withholding on distributions

    By Guest christy, December 21, 1998
    • 3 replies
    • 13.1k views
    • 
    • Guest
    • December 22, 1998

27. Mandatory Victims Restitution Act "MVRA" of 1996

    By Guest Tim Breedlove, October 19, 2001
    • 0 replies
    • 2.6k views
    • 
    • Guest
    • October 19, 2001

28. Mandatory vs Optional under PPA

    By Guest gfeligonde, October 10, 2006
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • October 12, 2006

29. Mandatory W/Holding States

    By austin3515, July 16, 2007
    • 1 reply
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • July 16, 2007

30. mandatory withholding

    By Guest JohnSB, May 16, 2006
    • 1 reply
    • 1.2k views
    • 
    • E as in ERISA
    • May 16, 2006

31. Mandatory withholding

    By Guest cosmo01, June 9, 2003
    • 1 reply
    • 1.1k views
    • 
    • Appleby
    • June 9, 2003

32. Mandatory Withholding

    By Guest MCarey1, April 27, 2004
    • 4 replies
    • 1.4k views
    • 
    • Appleby
    • April 27, 2004

33. Manual ADP Refunds

    By ratherbereading, August 8, 2017   

    • adp test; refunds
    • 10 replies
    • 1.3k views
    • 
    • david rigby
    • August 9, 2017

34. Manual ADP/ACP test

    By Guest nbs, December 10, 2002
    • 6 replies
    • 3.4k views
    • 
    • Brian Gallagher
    • December 12, 2002

35. Mapping

    By merciless, January 29, 2015
    • 28 replies
    • 8.5k views
    • 
    • ESOP Guy
    • February 4, 2015

36. March 13 or March 16 2020 ADP refund date

    By legort69, February 28, 2020
    • 3 replies
    • 972 views
    • 
    • Bri
    • February 29, 2020

37. March 15th Deadline

    By justatester, January 9, 2009
    • 3 replies
    • 2.4k views
    • 
    • BG5150
    • January 9, 2009

38. Margin purchases and short sales.

    By Guest Thornton, January 3, 2002
    • 8 replies
    • 3.7k views
    • 
    • Guest
    • January 8, 2002

39. Marijuana Dispensary

    By austin3515, November 1, 2017
    • 24 replies
    • 5.1k views
    • 
    • RatherBeGolfing
    • March 22, 2019

40. Market Timing Restrictions

    By Guest MikeH, May 6, 2002
    • 1 reply
    • 4.6k views
    • 
    • Guest
    • May 6, 2002

41. Market Value Adjustment on stable value

    By Guest newport, December 30, 2010
    • 1 reply
    • 3.5k views
    • 
    • Guest
    • January 10, 2011

42. Market Value Adjustment Switching Recordkeepers

    By Albert, November 27, 2019   

    • market value adjustment
    • surrender fees
    • (and 1 more)

      Tagged with:

      • market value adjustment
      • surrender fees
      • conversion
    • 11 replies
    • 4.2k views
    • 
    • Keith Lowery
    • October 1, 2025

43. Marriage after designation of death beneficiary

    By J Simmons, May 9, 2019
    • 9 replies
    • 4k views
    • 
    • loserson
    • May 14, 2019

44. Marriage by proxy - "spouse" required as beneficiary??

    By Guest Sara H, December 21, 2001
    • 2 replies
    • 2k views
    • 
    • Guest
    • December 22, 2001

45. Married 401(k) participant beneficiary not spouse

    By Brewerr, August 8, 2018   

    • 401(k)
    • marital status
    • (and 3 more)

      Tagged with:

      • 401(k)
      • marital status
      • beneficary
      • non-spouse
      • spouse
    • 1 reply
    • 648 views
    • 
    • Larry Starr
    • August 8, 2018

46. Massachusetts (!) thinking of regulating employer stock in 401(k) plan

    By Dave Baker, December 5, 2001
    • 6 replies
    • 2.1k views
    • 
    • Steve72
    • December 6, 2001

47. Massachusetts State Taxes on Distributions

    By Guest CHRISTA, June 28, 2001
    • 6 replies
    • 8.3k views
    • 
    • AndyH
    • July 11, 2001

48. Master Trust

    By jpod, November 2, 2012
    • 6 replies
    • 2.3k views
    • 
    • austin3515
    • November 7, 2012

49. Master Trust Determination Assistance Required

    By Blinky the 3-eyed Fish, April 29, 2004
    • 2 replies
    • 1.2k views
    • 
    • JanetM
    • April 29, 2004

50. Master trust for DC plans

    By formeractuary, November 29, 2016
    • 2 replies
    • 685 views
    • 
    • formeractuary
    • November 30, 2016