401(k) Plans

19,319 topics in this forum

1. Spousal consent for Beneficiary Designation

   By preErisa, February 13, 2001
   • 13 replies
   • 11.1k views
   • 
   • Guest
   • December 15, 2001

2. Spousal consent for default election of direct rollover

   By Guest allisonperry, February 10, 2006
   • 0 replies
   • 2k views
   • 
   • Guest
   • February 10, 2006

3. spousal consent for hardship distribution

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

4. Spousal consent for hardship withdrawals

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

5. Spousal consent forgery

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

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

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

7. spousal consent required when no J&S exists

   By WCC, September 2, 2015
   • 9 replies
   • 2.4k views
   • 
   • mbozek
   • September 2, 2015

8. Spousal Consent Requirements

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

9. Spousal consent to distributions

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

10. Spousal Consent w/Distributions

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

11. 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

12. Spousal QJSA Waiver

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

13. Spousal rights

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

14. Spousal Rights

    By Eric Hanford, May 10, 2024
    • 3 replies
    • 1.1k views
    • 
    • Luke Bailey
    • May 14, 2024

15. Spousal rights to 401(k) account

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

16. Spousal rollover of loan due to death distribution

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

17. Spousal Waiver of annuity options

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

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

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

19. Spouse as Beneficiary

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

20. Spouse as beneficiary

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

21. Spouse death results in hardship

    By Guest jdstar, January 6, 2008
    • 1 reply
    • 1.3k views
    • 
    • Bird
    • January 6, 2008

22. Spouse designations upon divorce.

    By dragondon, October 10, 2022
    • 12 replies
    • 5.6k views
    • 
    • Luke Bailey
    • October 17, 2022

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

    By Guest sidneysheldon, February 13, 2001
    • 3 replies
    • 4.2k views
    • 
    • RCK
    • February 14, 2001

24. Spouse of owner always HCE

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

25. Spouse's Unpaid Service 1 2

    By austin3515, February 3, 2011
    • 55 replies
    • 6.9k views
    • 
    • masteff
    • February 9, 2011

26. Spouse/Participant Inherited IRA

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

27. Spreadsheet (?) to determine controlled group

    By BG5150, November 29, 2007
    • 22 replies
    • 6.8k views
    • 
    • Tom Poje
    • July 15, 2023

28. Spreadsheet for 401K

    By Guest Liosis, January 19, 2011
    • 9 replies
    • 7.5k views
    • 
    • GMK
    • March 14, 2011

29. Spreadsheet Formula for Excess Life Calculation

    By Susan S., March 10, 2011
    • 0 replies
    • 1.3k views
    • 
    • Susan S.
    • March 10, 2011

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

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

31. 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

32. SS Integration - Q'ly Statements

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

33. SS# Detector

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

34. SSA Letter -Participants wants $$$

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

35. SSA locates missing participant

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

36. 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

37. SSA Transferred Participant Question

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

38. 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

39. SSN privacy issues

    By Guest Smitty848, June 20, 2004
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • June 20, 2004

40. SSNs on benefit statements

    By pcbenefits007, July 10, 2013
    • 6 replies
    • 1.4k views
    • 
    • masteff
    • July 10, 2013

41. Stable Value Fund - What questions do you ask?

    By Guest Fred Benefits, November 5, 2001
    • 4 replies
    • 2.5k views
    • 
    • Jon Chambers
    • November 7, 2001

42. Stable Value Market Value Gain

    By MoJo, January 16, 2003
    • 20 replies
    • 4.3k views
    • 
    • MWeddell
    • April 2, 2003

43. Stacked Match with 3-month CODA

    By Brenda Wren, May 9, 2018
    • 3 replies
    • 703 views
    • 
    • Luke Bailey
    • May 14, 2018

44. Staff Employer Contributions Sitting in Owner's Account

    By ratherbereading, May 17, 2018   

    • employer allocations
    • 10 replies
    • 821 views
    • 
    • Larry Starr
    • May 21, 2018

45. Stale Check with Plan Transfer

    By MSN, May 24, 2019
    • 9 replies
    • 1.4k views
    • 
    • FPGuy
    • May 31, 2019

46. Stale dated checks

    By Jim Chad, March 9, 2010
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • March 11, 2010

47. Stale Dated Checks

    By Guest sleightholm, September 25, 1998
    • 3 replies
    • 5.6k views
    • 
    • Alonzo
    • September 29, 1998

48. Stale dated checks - Form 5500

    By EMoney, September 16, 2020
    • 15 replies
    • 1.8k views
    • 
    • ESOP Guy
    • September 18, 2020

49. Standalone to MEP to Standalone

    By taralynnf85, September 13, 2024
    • 0 replies
    • 437 views
    • 
    • taralynnf85
    • September 13, 2024

50. Standard Late Deposit of Salary Deferrals Question

    By rblum50, May 15, 2013
    • 7 replies
    • 5.3k views
    • 
    • MoShawn
    • May 16, 2013