401(k) Plans

19,275 topics in this forum

1. Sponsor Reimbursement of Investment Expenses

   By Guest, April 4, 2000
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • April 4, 2000

2. Sponsor's PC being terminated

   By Guest tbt, August 1, 2001
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • August 16, 2001

3. Sponsor/Participant Reaction to Market Volatility

   By LCARUSI, August 30, 1998
   • 0 replies
   • 5.5k views
   • 
   • LCARUSI
   • August 30, 1998

4. Sponsoring a SEP and 401(k)

   By austin3515, July 18, 2014
   • 1 reply
   • 868 views
   • 
   • ETA Consulting LLC
   • July 18, 2014

5. Spot Bonus Employee Reconition Awards Deferrals

   By Guest IRISH79, May 31, 2007
   • 2 replies
   • 2k views
   • 
   • JanetM
   • June 1, 2007

6. Spousal Beneficiary

   By Nassau, June 1, 2011
   • 1 reply
   • 1k views
   • 
   • mbozek
   • June 4, 2011

7. Spousal Beneficiary Requirements and Common Law Spouse?

   By cheersmate, November 28, 2018   

   • common law spouse
   • beneficiary designation requirements
   • (and 1 more)

     Tagged with:

     • common law spouse
     • beneficiary designation requirements
     • spouse
   • 11 replies
   • 2.9k views
   • 
   • cheersmate
   • November 29, 2018

8. Spousal Consent

   By Guest Chuck118, June 17, 2013
   • 9 replies
   • 2.3k views
   • 
   • masteff
   • June 21, 2013

9. Spousal Consent

   By 30Rock, August 29, 2011
   • 5 replies
   • 2.9k views
   • 
   • masteff
   • September 2, 2011

10. Spousal Consent

    By JKW, May 17, 2010
    • 4 replies
    • 1.4k views
    • 
    • JKW
    • May 18, 2010

11. Spousal Consent + RMD

    By metsfan026, March 23, 2022
    • 8 replies
    • 3.8k views
    • 
    • bito'money
    • March 28, 2022

12. Spousal Consent and Power of Attorney

    By ejohnke, March 26
    • 6 replies
    • 1.1k views
    • 
    • Peter Gulia
    • March 28

13. Spousal consent for Beneficiary Designation

    By preErisa, February 13, 2001
    • 13 replies
    • 10.6k views
    • 
    • Guest
    • December 15, 2001

14. Spousal consent for default election of direct rollover

    By Guest allisonperry, February 10, 2006
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • February 10, 2006

15. spousal consent for hardship distribution

    By Guest Smokin, April 26, 2011
    • 1 reply
    • 1.3k views
    • 
    • ETA Consulting LLC
    • April 26, 2011

16. Spousal consent for hardship withdrawals

    By Guest rim, August 11, 1999
    • 3 replies
    • 5.6k views
    • 
    • Guest
    • August 11, 1999

17. Spousal consent forgery

    By austin3515, September 2, 2004
    • 3 replies
    • 1.9k views
    • 
    • E as in ERISA
    • September 2, 2004

18. Spousal consent on loan - going through a divorce.

    By Guest Achilles, January 5, 2004
    • 1 reply
    • 1.6k views
    • 
    • QDROphile
    • January 5, 2004

19. spousal consent required when no J&S exists

    By WCC, September 2, 2015
    • 9 replies
    • 2.3k views
    • 
    • mbozek
    • September 2, 2015

20. Spousal Consent Requirements

    By Stash026, July 11, 2017
    • 4 replies
    • 3.6k views
    • 
    • My 2 cents
    • July 11, 2017

21. Spousal consent to distributions

    By Tom, June 17, 2024
    • 3 replies
    • 808 views
    • 
    • Tom
    • June 19, 2024

22. Spousal Consent w/Distributions

    By Guest TLCPension, June 25, 2003
    • 6 replies
    • 1.8k views
    • 
    • Appleby
    • June 27, 2003

23. Spousal consents required for loans to participants under 401(k) plan

    By Guest aprilk1, January 17, 2003
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • January 17, 2003

24. Spousal QJSA Waiver

    By Guest Barney Byrd, June 23, 1999
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • July 1, 1999

25. Spousal rights

    By Guest BobParks, December 28, 2005
    • 3 replies
    • 2k views
    • 
    • Guest
    • December 29, 2005

26. Spousal Rights

    By Eric Hanford, May 10, 2024
    • 3 replies
    • 1k views
    • 
    • Luke Bailey
    • May 14, 2024

27. Spousal rights to 401(k) account

    By Guest Cbanarer, September 4, 1998
    • 5 replies
    • 7.4k views
    • 
    • LCARUSI
    • September 7, 1998

28. Spousal rollover of loan due to death distribution

    By FundeK, January 30, 2009
    • 6 replies
    • 2.8k views
    • 
    • Kevin C
    • January 30, 2009

29. Spousal Waiver of annuity options

    By Guest gasher, October 3, 2000
    • 2 replies
    • 2.1k views
    • 
    • rcline46
    • October 3, 2000

30. Spouse absent for 25 years -- consent still needed?

    By Guest lori_eriksen, January 12, 2002
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • January 15, 2002

31. Spouse as Beneficiary

    By Nassau, June 1, 2011
    • 1 reply
    • 930 views
    • 
    • austin3515
    • June 1, 2011

32. Spouse as beneficiary

    By austin3515, June 19, 2014
    • 9 replies
    • 1.6k views
    • 
    • FormsRstillmylife
    • June 24, 2014

33. Spouse death results in hardship

    By Guest jdstar, January 6, 2008
    • 1 reply
    • 1.2k views
    • 
    • Bird
    • January 6, 2008

34. Spouse designations upon divorce.

    By dragondon, October 10, 2022
    • 12 replies
    • 4.9k views
    • 
    • Luke Bailey
    • October 17, 2022

35. spouse never signed to rollover 401k???!

    By Guest sidneysheldon, February 13, 2001
    • 3 replies
    • 4.1k views
    • 
    • RCK
    • February 14, 2001

36. Spouse of owner always HCE

    By ombskid, April 10, 2010
    • 2 replies
    • 1.7k views
    • 
    • austin3515
    • April 11, 2010

37. Spouse's Unpaid Service 1 2

    By austin3515, February 3, 2011
    • 55 replies
    • 6.7k views
    • 
    • masteff
    • February 9, 2011

38. Spouse/Participant Inherited IRA

    By Plan Doc, March 8, 2023
    • 3 replies
    • 616 views
    • 
    • Plan Doc
    • March 11, 2023

39. Spreadsheet (?) to determine controlled group

    By BG5150, November 29, 2007
    • 22 replies
    • 6.6k views
    • 
    • Tom Poje
    • July 15, 2023

40. Spreadsheet for 401K

    By Guest Liosis, January 19, 2011
    • 9 replies
    • 7.4k views
    • 
    • GMK
    • March 14, 2011

41. Spreadsheet Formula for Excess Life Calculation

    By Susan S., March 10, 2011
    • 0 replies
    • 1.2k views
    • 
    • Susan S.
    • March 10, 2011

42. Springing Safe Harbor -- Amendment required each year?

    By Guest phy401k, June 18, 2013
    • 4 replies
    • 3.8k views
    • 
    • Kevin C
    • June 19, 2013

43. SRO rules impact on Bank Trust Departments (from ABA Trust Letter)

    By fidu, July 24, 2002
    • 0 replies
    • 1.3k views
    • 
    • fidu
    • July 24, 2002

44. SS Integration - Q'ly Statements

    By austin3515, July 5, 2007
    • 29 replies
    • 3.8k views
    • 
    • austin3515
    • July 16, 2007

45. SS# Detector

    By austin3515, March 22, 2016
    • 3 replies
    • 644 views
    • 
    • austin3515
    • March 22, 2016

46. SSA Letter -Participants wants $$$

    By PFranckowiak, August 14, 2009
    • 3 replies
    • 2k views
    • 
    • mbozek
    • August 15, 2009

47. SSA locates missing participant

    By CLE401kGuy, May 28, 2014
    • 8 replies
    • 1.4k views
    • 
    • austin3515
    • June 16, 2014

48. SSA notified employer many employees were using invalid social security numbers; employees terminated. What is to be done with their 401(k) funds?

    By Guest jusducki, December 1, 2003
    • 3 replies
    • 2.5k views
    • 
    • Guest
    • December 1, 2003

49. SSA Transferred Participant Question

    By Vlad401k, July 2, 2021
    • 2 replies
    • 592 views
    • 
    • Lou S.
    • July 2, 2021

50. SSI Acceptance Letter, participant on SSI and collects Pension payments in installments... then found to be committing fraud...

    By Guest annette1001, April 21, 2004
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • April 21, 2004