401(k) Plans

19,321 topics in this forum

1. Nonqual Distribution from Roth 401k

   By austin3515, November 3, 2012
   • 2 replies
   • 845 views
   • 
   • masteff
   • November 3, 2012

2. Nonqualified IRA funds rolled into 401(k) Plan

   By 401(k)athryn, December 1, 2016   

   • 401(k)
   • nonqualified
   • (and 1 more)

     Tagged with:

     • 401(k)
     • nonqualified
     • rollover
   • 1 reply
   • 573 views
   • 
   • 401king
   • December 1, 2016

3. Nonqualified Plan Distribution and Eligible 401(k) Compensation

   By PensionPro, March 12, 2019
   • 4 replies
   • 599 views
   • 
   • CuseFan
   • March 14, 2019

4. Nonqualified Roth earnings

   By Guest jim williams, February 27, 2012
   • 1 reply
   • 828 views
   • 
   • ETA Consulting LLC
   • February 27, 2012

5. Nonresident alien as beneficiary

   By Guest halka, August 19, 2003
   • 3 replies
   • 2.2k views
   • 
   • Guest
   • August 21, 2003

6. Nonresident Alien Employees

   By Guest DLearning, February 23, 2004
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • February 23, 2004

7. Nonspousal Beneficiary distribution & QPSA/QJSA

   By Guest jim williams, March 28, 2001
   • 1 reply
   • 1.7k views
   • 
   • Bob R
   • March 29, 2001

8. Nonspouse Beneficiaries - Automatic Rollover Inapplicable

   By rocknrolls2, August 15, 2007
   • 2 replies
   • 1.8k views
   • 
   • rlb64
   • August 16, 2007

9. nonspouse beneficiary

   By Guest gregens, July 2, 2003
   • 2 replies
   • 1.2k views
   • 
   • Blinky the 3-eyed Fish
   • July 2, 2003

10. Nonstandardized vs. Standardized

    By Guest Donna Hearn, March 28, 2001
    • 1 reply
    • 5.5k views
    • 
    • Bob R
    • March 29, 2001

11. Nonuniform Employer Contributions

    By Guest LLandau, January 2, 2003
    • 1 reply
    • 1.5k views
    • 
    • E as in ERISA
    • January 2, 2003

12. Nonuniform Matching Formulas

    By Guest IU1994, August 11, 2004
    • 3 replies
    • 2.4k views
    • 
    • Tom Poje
    • August 12, 2004

13. Normal Blackout

    By austin3515, June 5, 2017
    • 3 replies
    • 638 views
    • 
    • hr for me
    • June 5, 2017

14. Normal or Separation from Service Distribution

    By Guest M.A., October 20, 2006
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • October 21, 2006

15. Normal Retirement Age

    By k man, February 2, 2010
    • 0 replies
    • 1.2k views
    • 
    • k man
    • February 2, 2010

16. Normal Retirement Age

    By James Matt Ullakko, February 20, 2002
    • 16 replies
    • 12k views
    • 
    • James Matt Ullakko
    • March 7, 2002

17. Normal retirement age and vesting

    By Pammie57, August 3, 2020
    • 4 replies
    • 1.3k views
    • 
    • Pammie57
    • August 24, 2020

18. Normal Retirement Age DB/DC combo plan

    By wifrbr, May 15, 2018
    • 4 replies
    • 773 views
    • 
    • Calavera
    • May 16, 2018

19. Normal retirement: service vs participation years for vesting

    By pmacduff, August 23, 2022
    • 5 replies
    • 1.5k views
    • 
    • david rigby
    • August 24, 2022

20. not a "real" retirement, but completed distribution anyway

    By Jim Chad, March 2, 2004
    • 1 reply
    • 1k views
    • 
    • Mike Preston
    • March 2, 2004

21. Not a Controlled Group When ER Thought it Was

    By Benefits Vet, December 30, 2019
    • 6 replies
    • 1.2k views
    • 
    • Benefits Vet
    • January 6, 2020

22. Not a MEWA simply because we share common BOD members?

    By Guest Diana Prewitt, June 28, 2000
    • 1 reply
    • 1.6k views
    • 
    • pjkoehler
    • June 28, 2000

23. Not excluding but reduced benefits

    By Rai401k, March 30, 2009
    • 0 replies
    • 923 views
    • 
    • Rai401k
    • March 30, 2009

24. Not excluding but reduced benefits

    By Rai401k, March 30, 2009
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • March 31, 2009

25. not finding it in black & white: S-Corp K-1 isn't comp

    By AlbanyConsultant, February 25, 2014
    • 6 replies
    • 1.5k views
    • 
    • Calavera
    • February 26, 2014

26. not for profit funding match for 2023 in 2025

    By Tom, January 20, 2025
    • 6 replies
    • 1.3k views
    • 
    • Peter Gulia
    • January 22, 2025

27. Not Funding Safe Harbor for 2010

    By 30Rock, February 24, 2011
    • 4 replies
    • 1.1k views
    • 
    • 30Rock
    • February 25, 2011

28. Not getting the full benefit of a match - true-up provisions

    By Guest Hardy Eubanks, February 23, 2000
    • 4 replies
    • 1.8k views
    • 
    • MWeddell
    • February 24, 2000

29. not meeting eligibility due to COVID hour reduction

    By AlbanyConsultant, January 14, 2021
    • 1 reply
    • 559 views
    • 
    • FORMER ESQ.
    • January 15, 2021

30. Not really a match?

    By Earl, March 13, 2012
    • 4 replies
    • 970 views
    • 
    • Earl
    • March 13, 2012

31. Not really a plan question, but...

    By stevena, October 21, 2005
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • November 15, 2005

32. not safe harbor automatic deferral

    By Jim Chad, May 22, 2011
    • 0 replies
    • 881 views
    • 
    • Jim Chad
    • May 22, 2011

33. Not sure where this post should go?

    By stevena, May 27, 2004
    • 4 replies
    • 1.2k views
    • 
    • Demosthenes
    • May 27, 2004

34. Not too good to be true is it?

    By austin3515, January 26, 2025
    • 2 replies
    • 658 views
    • 
    • austin3515
    • January 28, 2025

35. Not withholding deferrals

    By Guest cconnell, January 19, 2007
    • 3 replies
    • 2.8k views
    • 
    • Guest
    • January 19, 2007

36. Not-for-profit controlled group?

    By Guest jim williams, October 22, 2004
    • 2 replies
    • 2.4k views
    • 
    • GBurns
    • October 23, 2004

37. Notice 2000-3--official version

    By JWK, January 11, 2000
    • 0 replies
    • 1.6k views
    • 
    • JWK
    • January 11, 2000

38. Notice 2020-52

    By thepensionmaven, July 9, 2020
    • 9 replies
    • 1.7k views
    • 
    • Zoey
    • July 13, 2020

39. Notice 2023-43 Demographic failure conflict

    By Purplemandinga, June 7, 2023
    • 3 replies
    • 650 views
    • 
    • Purplemandinga
    • June 8, 2023

40. Notice before mandatory distribution/payoff for 401k loan

    By Guest Janice J, April 9, 2001
    • 5 replies
    • 2.7k views
    • 
    • Guest
    • April 9, 2001

41. Notice for SIMPLE to 401(k) mid-year replacement

    By justanotheradmin, June 11, 2024
    • 0 replies
    • 381 views
    • 
    • justanotheradmin
    • June 11, 2024

42. Notice of Class Action Settlement

    By JustnERPA, February 18, 2019
    • 11 replies
    • 2.1k views
    • 
    • FPGuy
    • February 20, 2019

43. Notice of elimination of distribution option

    By Guest hyper, February 7, 2005
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • February 7, 2005

44. Notice of Matching Formula Question

    By jukeboy56, June 10, 2004
    • 1 reply
    • 1.1k views
    • 
    • four01kman
    • June 10, 2004

45. Notice of optional form of benefit elimination

    By Guest hyper, March 25, 2004
    • 4 replies
    • 1.6k views
    • 
    • Lynn Campbell
    • September 1, 2004

46. Notice requirement - changing 401k match

    By max2000, January 14, 2015   

    • 401k match
    • notice
    • 2 replies
    • 2.9k views
    • 
    • max2000
    • January 23, 2015

47. Notice Requirement for Fund Closure

    By CO Bank, June 19, 2015
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • June 20, 2015

48. Notice Requirement Prior to Retirement

    By Guest blackacre, March 10, 2003
    • 0 replies
    • 935 views
    • 
    • Guest
    • March 10, 2003

49. Notice Requirements

    By Guest nmyers, June 9, 2009
    • 6 replies
    • 2.9k views
    • 
    • John Feldt ERPA CPC QPA
    • June 10, 2009

50. Notice Requirements for Additional Benefits in Safe Harbor Plan

    By Guest W Waldan Lloyd, December 11, 2009
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • December 11, 2009