401(k) Plans

19,319 topics in this forum

1. Tax Savers Credit Notice

   By IRA, September 3, 2010
   • 2 replies
   • 1.2k views
   • 
   • IRA
   • September 7, 2010

2. Tax Savings Calculator

   By Guest MikeD, October 3, 2006
   • 5 replies
   • 1.7k views
   • 
   • austin3515
   • October 5, 2006

3. Tax status of forfeiture buyback

   By Guest GMedley, June 8, 2001
   • 7 replies
   • 2.9k views
   • 
   • masteff
   • November 2, 2009

4. Tax treatment of NUA of the employer's stock in a lump sum distributi

   By Guest kazand, November 6, 2000
   • 3 replies
   • 3.9k views
   • 
   • Mary Kay Foss
   • November 7, 2000

5. Tax withhholding versus 401k deferral on irregular pay

   By Pammie57, August 24, 2020
   • 1 reply
   • 407 views
   • 
   • Bird
   • August 25, 2020

6. Tax withholding on 2nd distribution

   By Guest Giovanni, June 14, 2005
   • 4 replies
   • 1.3k views
   • 
   • JanetM
   • June 15, 2005

7. Tax Withholding on Corrective Distributions

   By davef, February 23, 2001
   • 3 replies
   • 5.9k views
   • 
   • Guest
   • May 15, 2001

8. Tax Withholding on Corrective Distributions

   By Guest rkmarkus, May 29, 2003
   • 3 replies
   • 3.7k views
   • 
   • Tom Poje
   • May 29, 2003

9. Tax Withholding on Distributions

   By TPA Bob, July 15, 2010
   • 3 replies
   • 1.4k views
   • 
   • austin3515
   • July 15, 2010

10. tax withholding pd outside of trust, now what

    By TPApril, March 25, 2014
    • 3 replies
    • 1.1k views
    • 
    • Peter Gulia
    • March 27, 2014

11. Tax Year and Plan Year Off - Switching (Short year contributions?)

    By Guest Michael Anderson, November 17, 2004
    • 1 reply
    • 1.1k views
    • 
    • jaemmons
    • November 18, 2004

12. Taxable fringe benefit - "nonaccountable" plan

    By Belgarath, May 24, 2013   

    • w-2
    • deferrals
    • 12 replies
    • 10.9k views
    • 
    • K2retire
    • January 31, 2017

13. Taxation in NJ of 401k deferrals to partners or sole-proprietors

    By Guest sugarfree, March 15, 2005
    • 3 replies
    • 3.1k views
    • 
    • Guest
    • March 16, 2005

14. Taxation of Death Benefits in 401k plans

    By Guest DDDAY, October 17, 2000
    • 1 reply
    • 2.4k views
    • 
    • Mary Kay Foss
    • October 18, 2000

15. Taxation of deferrals

    By Guest Sieve, October 19, 2008
    • 1 reply
    • 1.2k views
    • 
    • JanetM
    • October 20, 2008

16. taxation of distribution to minor children of decesed participant

    By k man, March 10, 2004
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • March 11, 2004

17. Taxation of plan distribution after moving to another state

    By rblum50, December 16, 2023
    • 11 replies
    • 17.9k views
    • 
    • Belgarath
    • December 19, 2023

18. Taxation on "late" 402(g) Excesses

    By BG5150, September 25, 2014
    • 3 replies
    • 1k views
    • 
    • Tom Poje
    • September 26, 2014

19. Taxes and Roth 401k Contributions

    By Zooey72, March 23, 2021
    • 7 replies
    • 1.8k views
    • 
    • Mike Preston
    • March 25, 2021

20. Taxes for Participant with Foreign Address

    By Guest Dee401kLady, March 26, 2014   

    • Taxes
    • 9 replies
    • 3.3k views
    • 
    • aGordeno
    • November 12, 2018

21. Taxes from 401(k) Plan with Roth Contribution at age 60

    By rblum50, November 21, 2013   

    • Roth Contributions
    • 1 reply
    • 1.1k views
    • 
    • GMK
    • November 21, 2013

22. Taxes from 401K

    By Buddy M, September 29, 2019
    • 10 replies
    • 1k views
    • 
    • Buddy M
    • October 1, 2019

23. Taxes on interest

    By Guest mcdanieldon, March 15, 2004
    • 4 replies
    • 1.3k views
    • 
    • Lame Duck
    • March 16, 2004

24. Taxes on interest of 401k loan

    By Guest mcdanieldon, February 25, 2004
    • 3 replies
    • 1.6k views
    • 
    • E as in ERISA
    • February 26, 2004

25. Taxes on Minimum Distribution?

    By Guest Michael Anderson, December 20, 2002
    • 2 replies
    • 1.2k views
    • 
    • QDROphile
    • December 20, 2002

26. Taxing distribution of less than account balance; includes pre-tax and after-tax contributions

    By jane123, September 27, 2003
    • 5 replies
    • 1.2k views
    • 
    • Fredman
    • September 29, 2003

27. Taxpayer Relief act of 1998

    By Guest William Wichrowski, September 29, 1998
    • 5 replies
    • 3.8k views
    • 
    • Guest
    • October 12, 1998

28. Tech Companies & 401k Match

    By Guest Barb5494@aol.com, November 28, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • November 28, 2001

29. Technical Advice Memorandum re Specifically-Named EEs?

    By Guest TaxedToDeath, July 14, 2014
    • 10 replies
    • 1.9k views
    • 
    • KJohnson
    • July 17, 2014

30. Technical Amendment Due To Mistake At Plan Setup

    By metsfan026, November 24, 2025
    • 6 replies
    • 717 views
    • 
    • justanotheradmin
    • November 26, 2025

31. TEFRA Election on RMD

    By Becky Schwing, October 29, 2021
    • 4 replies
    • 1.3k views
    • 
    • Luke Bailey
    • November 2, 2021

32. Temp to Hire / Service with Temp Agency - Relius Corbel Doc

    By austin3515, January 6, 2022
    • 15 replies
    • 1.1k views
    • 
    • austin3515
    • January 10, 2022

33. Temporary Eligibility for a 401(k) Arrangement

    By Guest koolkid, October 9, 2002
    • 12 replies
    • 2.8k views
    • 
    • austin3515
    • October 15, 2002

34. Temporary Employee Hired Full-Time

    By austin3515, September 22, 2004
    • 4 replies
    • 2.6k views
    • 
    • mbozek
    • September 23, 2004

35. Temporary Employees

    By Guest benefitsanalyst, May 15, 2006
    • 4 replies
    • 3.1k views
    • 
    • ERISAnut
    • May 16, 2006

36. Temporary Employees

    By Lori Foresz, August 23, 2004
    • 8 replies
    • 8.8k views
    • 
    • mbozek
    • August 27, 2004

37. Temps making Loan Payments

    By Guest BigBish, May 8, 2009
    • 4 replies
    • 1.4k views
    • 
    • BG5150
    • May 11, 2009

38. Term 401k plan, payout, set up another in 12 months...

    By Oh so SIMPLE, June 8, 2012
    • 3 replies
    • 1.3k views
    • 
    • Bird
    • June 11, 2012

39. Term EE eligibility

    By wifrbr, January 23, 2018
    • 3 replies
    • 986 views
    • 
    • Patricia Neal Jensen
    • January 24, 2018

40. Term of Service Waiver

    By whistlingvivaldi, March 23, 2017   

    • 401k
    • 3 replies
    • 418 views
    • 
    • Bill Presson
    • March 24, 2017

41. Term Profit Sharing/Keep 401(k)??!??

    By Guest Powers, July 28, 2003
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • July 31, 2003

42. Term'd participant is now perm. disabled

    By doombuggy, March 22, 2004
    • 3 replies
    • 1.4k views
    • 
    • doombuggy
    • March 23, 2004

43. Termed Participants with bad addresses

    By Guest Elfman, September 13, 2005
    • 13 replies
    • 4.1k views
    • 
    • Guest
    • September 19, 2005

44. Termed/Retired prior to Normal Retirement Age

    By Mr Bagwell, April 4, 2024
    • 2 replies
    • 859 views
    • 
    • Mr Bagwell
    • April 4, 2024

45. terminate 401(k) and start up a new one

    By thepensionmaven, October 25, 2016
    • 12 replies
    • 2.8k views
    • 
    • TPAJake
    • October 28, 2016

46. Terminate a SIMPLE - IRA mid year and Start a 401k?

    By Guest SWH, April 25, 2011
    • 4 replies
    • 17k views
    • 
    • John Feldt ERPA CPC QPA
    • April 25, 2011

47. Terminate a SIMPLE, Start a New SH 401(k) Plan

    By 415 Limit, March 4, 2025
    • 2 replies
    • 627 views
    • 
    • 415 Limit
    • March 5, 2025

48. Terminate Money Purchase and Start up 401k?

    By Dennis Povloski, June 14, 2011
    • 6 replies
    • 2.1k views
    • 
    • 12AX7
    • June 16, 2011

49. Terminate plan with "ponzi'd assets"

    By Guest JPIngold, June 13, 2013
    • 0 replies
    • 813 views
    • 
    • Guest
    • June 13, 2013

50. Terminate Safe Harbor 401(k) mid year

    By Dougsbpc, November 1, 2015
    • 4 replies
    • 3.1k views
    • 
    • Lou S.
    • November 2, 2015