401(k) Plans

19,275 topics in this forum

1. 401K withholding

   By basumukherji, October 31, 2001
   • 0 replies
   • 1.5k views
   • 
   • basumukherji
   • October 31, 2001

2. 401k withholding and rehires

   By CLE401kGuy, December 18, 2014
   • 8 replies
   • 3.1k views
   • 
   • Peter Gulia
   • December 30, 2014

3. 401k withholding on a 409A distribution

   By Guest ghal, September 13, 2012
   • 0 replies
   • 1k views
   • 
   • Guest
   • September 13, 2012

4. 401k withholding post calendar year end

   By CLE401kGuy, March 12, 2015
   • 10 replies
   • 1.5k views
   • 
   • K2retire
   • March 24, 2015

5. 401k Without a Beneficiary Designation

   By guestdelta, August 5, 2024
   • 3 replies
   • 3k views
   • 
   • Gina Alsdorf
   • August 21, 2024

6. 401k Workflow Management software

   By Guest AJM 34, October 31, 2013
   • 1 reply
   • 1.4k views
   • 
   • Gadgetfreak
   • November 1, 2013

7. 401k- Withdrawal & Hardship

   By Guest vivian918, February 15, 2001
   • 1 reply
   • 3.7k views
   • 
   • RCK
   • February 15, 2001

8. 401K-waiting period for final distribution

   By golfnut, May 1, 2021
   • 9 replies
   • 7.3k views
   • 
   • golfnut
   • May 8, 2021

9. 401k: MAxing out pre-tax contributions and the effect on employeer con

   By Guest mowgie, June 3, 2001
   • 1 reply
   • 1.6k views
   • 
   • wmyer
   • June 3, 2001

10. 401k's and layoffs

    By Guest Guilbert, January 22, 2007
    • 7 replies
    • 2.5k views
    • 
    • four01kman
    • January 25, 2007

11. 401k's with two employers?

    By Guest Sumi Smorynski, March 21, 2003
    • 1 reply
    • 1.1k views
    • 
    • 2muchstress
    • March 21, 2003

12. 401k/ catch up/ PSP

    By pgold, February 22, 2017
    • 6 replies
    • 1k views
    • 
    • K2
    • February 23, 2017

13. 401k/PS plan - unused sick leave contribution

    By t.haley, January 20, 2015
    • 0 replies
    • 1.3k views
    • 
    • t.haley
    • January 20, 2015

14. 401k/PSP for 2023

    By thepensionmaven, March 28, 2024
    • 6 replies
    • 995 views
    • 
    • thepensionmaven
    • April 1, 2024

15. 401Ks and IRAs, should I have both?

    By Guest Tyler015, June 28, 2005
    • 12 replies
    • 1.8k views
    • 
    • rlb64
    • July 8, 2005

16. 402 (g) Deferral Limit History

    By Guest frankbrewer, December 16, 2001
    • 1 reply
    • 3.1k views
    • 
    • Tom Poje
    • December 17, 2001

17. 402 (G) limit for 2007

    By doombuggy, June 16, 2006
    • 6 replies
    • 3.1k views
    • 
    • KTB
    • October 11, 2006

18. 402 (g) limit question

    By Guest Enda80, September 30, 2009
    • 4 replies
    • 1.6k views
    • 
    • masteff
    • September 30, 2009

19. 402(f) Notice

    By Guest L, July 19, 1999
    • 7 replies
    • 2.2k views
    • 
    • Alf
    • December 11, 2001

20. 402(f) Notice for Roth 401(k) distributions

    By Belgarath, April 11, 2006
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • April 11, 2006

21. 402(f) notice software

    By Guest RONNIE WASEL, June 12, 2001
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • June 12, 2001

22. 402(g)

    By Guest Joanne Davey, May 14, 2003
    • 3 replies
    • 1.3k views
    • 
    • Brian Gallagher
    • May 16, 2003

23. 402(g) 2022 Failure

    By justatester, February 15, 2024
    • 0 replies
    • 304 views
    • 
    • justatester
    • February 15, 2024

24. 402(g) and ADP failure

    By D Lewis, January 28, 2020
    • 2 replies
    • 3k views
    • 
    • Kevin C
    • January 28, 2020

25. 402(g) and Catch Up

    By justatester, December 9, 2009
    • 3 replies
    • 1.5k views
    • 
    • Tom Poje
    • December 9, 2009

26. 402(g) Deadline

    By buckaroo, April 13, 2016
    • 2 replies
    • 1.5k views
    • 
    • Belgarath
    • April 14, 2016

27. 402(g) Exceeded - Effect on Testing

    By Vlad401k, March 31, 2015
    • 2 replies
    • 1.2k views
    • 
    • Tom Poje
    • March 31, 2015

28. 402(g) Exceeded - Gain/Loss

    By Vlad401k, September 21, 2015
    • 2 replies
    • 2.4k views
    • 
    • Tom Poje
    • September 21, 2015

29. 402(g) Excess - Correction Options After April 15

    By Towanda, July 28, 2022   

    • 402(g) excess
    • correction after april 15
    • 9 replies
    • 1.7k views
    • 
    • KEM
    • August 10, 2023

30. 402(g) excess - if caught prior to end of plan year, can it be corrected through payroll?

    By Rory, November 9, 2022
    • 6 replies
    • 2.2k views
    • 
    • EmpbAF
    • November 11, 2022

31. 402(g) excess - two jobs

    By pmacduff, February 1, 2019
    • 10 replies
    • 3.8k views
    • 
    • Mike Preston
    • February 4, 2019

32. 402(g) Excess (all Roth) not taken--loophole?

    By BG5150, May 7, 2024
    • 13 replies
    • 1.6k views
    • 
    • RatherBeGolfing
    • May 13, 2024

33. 402(g) excess deferral not refunded by April 15

    By Guest GMedley, June 5, 2001
    • 7 replies
    • 6.8k views
    • 
    • R. Butler
    • June 7, 2001

34. 402(g) Excess Deferrals-negative earnings and 1099-Rs

    By AndrewZ, January 30, 2002
    • 3 replies
    • 3.3k views
    • 
    • Archimage
    • July 30, 2002

35. 402(g) excess for partner

    By R. Butler, September 12, 2017
    • 8 replies
    • 1.1k views
    • 
    • Tom Poje
    • September 14, 2017

36. 402(g) excess for self-employed individual

    By DLavigne, October 12, 2020
    • 1 reply
    • 634 views
    • 
    • Bird
    • October 13, 2020

37. 402(g) Excess Gap Period Loss

    By Guest mac_qka, April 1, 2008
    • 2 replies
    • 1.6k views
    • 
    • Harwood
    • April 2, 2008

38. 402(g) Excess in ADP test?

    By BG5150, February 25, 2022
    • 5 replies
    • 1.6k views
    • 
    • Melissa2115
    • March 31, 2022

39. 402(g) excess included in 415?

    By BG5150, January 29, 2019
    • 4 replies
    • 1.9k views
    • 
    • duckthing
    • February 1, 2019

40. 402(g) excess with 2 employers, but a common owner.

    By R. Butler, January 19, 2001
    • 1 reply
    • 1.4k views
    • 
    • actuarysmith
    • January 24, 2001

41. 402(g) Excess with Off-Calendar Year Plan

    By Rose, December 16, 2020
    • 1 reply
    • 698 views
    • 
    • Lou S.
    • December 16, 2020

42. 402(g) failure

    By k man, September 12, 2003
    • 1 reply
    • 1.8k views
    • 
    • R. Butler
    • September 12, 2003

43. 402(g) Failure

    By Guest NPS Darren, January 7, 2011
    • 4 replies
    • 1.8k views
    • 
    • Tom Poje
    • January 10, 2011

44. 402(g) in terminating 401(k) plan

    By Guest Tbrown, May 17, 2010
    • 4 replies
    • 1.3k views
    • 
    • Tom Poje
    • May 17, 2010

45. 402(g) issue

    By Pammie57, July 6, 2015
    • 8 replies
    • 980 views
    • 
    • Mike Preston
    • July 6, 2015

46. 402(g) limit

    By Guest ars1, September 9, 1999
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • September 13, 1999

47. 402(g) Limit

    By Guest TimO, June 24, 2003
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • June 26, 2003

48. 402(g) Limit

    By Guest cconnell, December 7, 2005
    • 3 replies
    • 3.2k views
    • 
    • E as in ERISA
    • December 7, 2005

49. 402(g) Limit

    By Fisher, November 30, 2010
    • 3 replies
    • 1.3k views
    • 
    • Bird
    • November 30, 2010

50. 402(g) limit

    By Guest JPIngold, April 22, 2010
    • 13 replies
    • 1.8k views
    • 
    • Guest
    • April 29, 2010