401(k) Plans

19,275 topics in this forum

1. Party in Interest

   By Randy Watson, July 22, 2005
   • 12 replies
   • 2.4k views
   • 
   • QDROphile
   • August 2, 2005

2. Party in interest question

   By k man, November 19, 2004
   • 3 replies
   • 1.5k views
   • 
   • k man
   • November 22, 2004

3. party in interest?

   By Pension Panda, July 14, 2008
   • 2 replies
   • 1.5k views
   • 
   • Pension Panda
   • July 15, 2008

4. Pass through dividends on company stock held in 401(k) plan

   By Tegernsee, March 20, 2023
   • 12 replies
   • 7.7k views
   • 
   • Tegernsee
   • March 22, 2023

5. Pass through income

   By austin3515, November 30, 2017
   • 5 replies
   • 1.2k views
   • 
   • austin3515
   • December 2, 2017

6. Passage of time eligibility

   By 30Rock, November 5
   • 6 replies
   • 555 views
   • 
   • RatherBeGolfing
   • November 11

7. Passive (Automatic) Enrollment

   By k man, April 11, 2005
   • 1 reply
   • 1.2k views
   • 
   • k man
   • April 26, 2005

8. Passive Enrollment

   By Guest smc, June 21, 2001
   • 2 replies
   • 2.1k views
   • 
   • IRC401
   • June 23, 2001

9. Past SAR's to Lost Participant now found

   By Loves401(k), February 19, 2018
   • 2 replies
   • 743 views
   • 
   • ERISAAPPLE
   • February 19, 2018

10. Past Service

    By k man, February 26, 2008
    • 8 replies
    • 2.3k views
    • 
    • Mike Preston
    • February 27, 2008

11. Patriot Act - Customer Indentification Program

    By Guest terryh123, June 16, 2004
    • 4 replies
    • 3.2k views
    • 
    • Appleby
    • June 17, 2004

12. Patriot Act - Qualified plan - Brokerage Account - Trustee SSN?

    By jmartin, November 20, 2021
    • 1 reply
    • 548 views
    • 
    • Peter Gulia
    • November 20, 2021

13. Pay back on loan "not required".

    By Guest Melissa Winslow, January 14, 2000
    • 15 replies
    • 2.3k views
    • 
    • Brenda Wren
    • January 21, 2000

14. Pay in lieu of notice

    By 7806akp, December 27, 2016
    • 15 replies
    • 5k views
    • 
    • ETA Consulting LLC
    • December 29, 2016

15. Pay less than the 401(k) withholding election.

    By Just Tri, April 7, 2020
    • 3 replies
    • 1.1k views
    • 
    • Larry Starr
    • April 7, 2020

16. pay period calculation of sh match

    By Guest lap716, April 24, 2009
    • 5 replies
    • 1.9k views
    • 
    • 12AX7
    • April 29, 2009

17. Pay plan expenses from forfeitures

    By jkharvey, July 25, 2000
    • 0 replies
    • 1.7k views
    • 
    • jkharvey
    • July 25, 2000

18. Pay while on military leave

    By Guest JBeck, August 5, 2004
    • 4 replies
    • 1.6k views
    • 
    • Harwood
    • August 5, 2004

19. Payback Loan After Default - after 1099R issued

    By Sophia Wang, May 27, 2020
    • 25 replies
    • 10.2k views
    • 
    • Barbara S
    • September 6, 2020

20. Paycheck Protection Program

    By BTG, April 16, 2020
    • 17 replies
    • 2k views
    • 
    • Larry Starr
    • April 25, 2020

21. Paycheck Protection Program (2019 Contributions?)

    By Gilmore, April 24, 2020
    • 6 replies
    • 785 views
    • 
    • duckthing
    • April 28, 2020

22. Paycheck to Paycheck vs. Statutory Compensation method for calculating match

    By dragondon, October 31, 2022
    • 4 replies
    • 1.2k views
    • 
    • BenefitJack
    • November 2, 2022

23. Paychex 401(k) Plan

    By Guest ChopperPilot, July 28, 2004
    • 1 reply
    • 2.5k views
    • 
    • Guest
    • July 28, 2004

24. PayChex Problems - 125 Excluded from 401k Calc

    By austin3515, February 2, 2017
    • 6 replies
    • 1.5k views
    • 
    • Eric Taylor
    • February 3, 2017

25. Paying Certain Plan Expenses from Individual Account Plans

    By Guest ANNEBV, March 2, 2001
    • 2 replies
    • 1.7k views
    • 
    • Bill Berke
    • March 8, 2001

26. Paying expenses from the Plan for daily valuation recordkeeper search

    By Guest DeePA, November 9, 2004
    • 4 replies
    • 1.7k views
    • 
    • Brian Gallagher
    • November 15, 2004

27. Paying Federal & State taxes on distributions

    By bpenfold, November 21, 2017   

    • taxes
    • federal
    • (and 4 more)

      Tagged with:

      • taxes
      • federal
      • state
      • government
      • 945
      • 1099-r
    • 7 replies
    • 1.2k views
    • 
    • Luke Bailey
    • November 22, 2017

28. Paying fees on behalf of plan

    By Molgilny89, March 21, 2022
    • 1 reply
    • 645 views
    • 
    • Peter Gulia
    • March 21, 2022

29. Paying for plan amendment from forfeiture account

    By Brian Gallagher, July 28, 2004
    • 1 reply
    • 1.4k views
    • 
    • R. Butler
    • July 28, 2004

30. Paying off a 401K loan

    By Guest mtbon, February 16, 2006
    • 2 replies
    • 16k views
    • 
    • 401 Chaos
    • February 16, 2006

31. Paying off a deemed loan (while still employed)

    By Brian Gallagher, September 29, 2004
    • 5 replies
    • 2k views
    • 
    • Brian Gallagher
    • September 29, 2004

32. Paying off Mortgage a Moving Expense?

    By austin3515, April 5, 2011
    • 5 replies
    • 1k views
    • 
    • austin3515
    • April 5, 2011

33. Paying TPA Fees from Plan Assets

    By Pensions2020, December 4, 2020
    • 3 replies
    • 1.4k views
    • 
    • C. B. Zeller
    • December 4, 2020

34. Paying Withholding....

    By K-t-F, May 25, 2004
    • 2 replies
    • 1.1k views
    • 
    • K-t-F
    • May 25, 2004

35. Payment for unused sick time.

    By Guest Kristy Alexander, September 6, 2002
    • 6 replies
    • 2.2k views
    • 
    • E as in ERISA
    • September 9, 2002

36. Payment of Audit and Consulting Fees

    By Guest IRISH79, May 24, 2007
    • 1 reply
    • 1.1k views
    • 
    • J Simmons
    • May 24, 2007

37. Payment of Death Benefits to Foreign National

    By Guest Cliff Langwith, December 27, 2005
    • 4 replies
    • 2.4k views
    • 
    • Guest
    • December 28, 2005

38. Payment of Insurance Premiums

    By Bruddah Kimo, April 1, 2009
    • 3 replies
    • 1.8k views
    • 
    • Bruddah Kimo
    • April 1, 2009

39. Payment of investment advisory fees out of plan assets

    By k man, February 13, 2001
    • 4 replies
    • 2.2k views
    • 
    • Jon Chambers
    • February 13, 2001

40. Payment of Management Fees

    By Guest jimmybeau, August 13, 2008
    • 11 replies
    • 1.9k views
    • 
    • WDIK
    • August 14, 2008

41. Payment of non-spouse beneficiary

    By austin3515, June 30, 2009
    • 2 replies
    • 1.2k views
    • 
    • masteff
    • June 30, 2009

42. Payment of Plan Expenses

    By Guest Maddog, April 2, 1999
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • April 9, 1999

43. Payment of plan expenses

    By Richard Anderson, August 30, 2001
    • 0 replies
    • 1.4k views
    • 
    • Richard Anderson
    • August 30, 2001

44. Payment of Plan Expenses from Forfeitures

    By Guest Born2Run, July 23, 2009
    • 6 replies
    • 1.8k views
    • 
    • Guest
    • July 28, 2009

45. Payment to a Guardian

    By Guest TroyRiley, April 1, 2005
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • April 1, 2005

46. Payment to nonresident (Canadian) beneficiary

    By Guest TroyRiley, June 3, 2004
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • June 4, 2004

47. Payments to Participants by TPA (not a trustee)

    By Guest Libby, March 15, 2002
    • 4 replies
    • 1.7k views
    • 
    • david rigby
    • March 18, 2002

48. Payments to PBGC for Missing Participants (PPA)

    By J. Bringhurst, November 1, 2006
    • 0 replies
    • 1.1k views
    • 
    • J. Bringhurst
    • November 1, 2006

49. Payout do to death

    By FJR, May 7, 2003
    • 6 replies
    • 1.3k views
    • 
    • Guest
    • May 8, 2003

50. Payout of participants with balance <$5,000

    By Guest wallacea, February 28, 2000
    • 7 replies
    • 2.8k views
    • 
    • K2retire
    • July 23, 2009