401(k) Plans

19,317 topics in this forum

1. WIthdrawing your 401k account at age 65 & still working

   By ratherbereading, April 15, 2015   

   • retirement age
   • 401k
   • 7 replies
   • 5.5k views
   • 
   • ratherbereading
   • April 15, 2015

2. withdrawl from multiple er plan and transfer of assets

   By Draper55, May 25, 2012
   • 1 reply
   • 1.3k views
   • 
   • 00hskrgrl
   • June 22, 2012

3. Withholding & Distributions

   By Guest stevena1, February 20, 2007
   • 8 replies
   • 1.8k views
   • 
   • Blinky the 3-eyed Fish
   • February 23, 2007

4. Withholding as Pretax for 2022 when should have been Roth

   By Tom, March 7, 2023
   • 4 replies
   • 1.6k views
   • 
   • Bruce1
   • December 11, 2024

5. Withholding Election on ADP Refund?

   By Gilmore, February 24, 2020
   • 1 reply
   • 2k views
   • 
   • Larry Starr
   • February 24, 2020

6. Withholding employer contributions on termination

   By Guest JD698, September 18, 2003
   • 3 replies
   • 2k views
   • 
   • Guest
   • September 19, 2003

7. Withholding Hardship Dist.

   By Hoard1, August 23, 1999
   • 1 reply
   • 1.4k views
   • 
   • Alf
   • August 25, 1999

8. Withholding in first 2 1/2 months on corrective distribution for ADP/A

   By John A, January 17, 2001
   • 0 replies
   • 1.4k views
   • 
   • John A
   • January 17, 2001

9. Withholding on Corrective Distributions

   By Gilmore, February 12, 2009
   • 2 replies
   • 1.3k views
   • 
   • Gilmore
   • February 13, 2009

10. withholding on distributions to charities

    By Guest riss@7477, June 29, 2010
    • 1 reply
    • 1k views
    • 
    • Bird
    • June 29, 2010

11. Withholding on hardship distributions

    By Jim Chad, July 23, 2011
    • 13 replies
    • 10.2k views
    • 
    • Peter Gulia
    • September 26, 2011

12. Withholding on nonqualified Roth distributions

    By Guest mickiemurphy, July 16, 2007
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • July 16, 2007

13. Withholding on retirement plan distributions/ 945 deposits

    By Pammie57, December 13, 2016
    • 8 replies
    • 1.9k views
    • 
    • austin3515
    • December 13, 2016

14. Withholding on Roth distrib under $200

    By dcoderre, August 26, 2007
    • 0 replies
    • 1.6k views
    • 
    • dcoderre
    • August 26, 2007

15. Withholding on under $200 Distribution

    By Stash026, October 26, 2018
    • 2 replies
    • 3.8k views
    • 
    • Stash026
    • October 26, 2018

16. Withholding required on in-service withdrawals?

    By RayJJohnsonJr, December 19, 2014
    • 1 reply
    • 1k views
    • 
    • Lou S.
    • December 19, 2014

17. Withholding requirements for Puerto Rican residents?

    By Guest mo again, December 6, 2000
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • December 6, 2000

18. Withholding Too Much under Plan's Compsenation Definition

    By Guest ggbrock, September 15, 2008
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • September 15, 2008

19. Wording for SAR distributions

    By cripp12, September 9, 2004
    • 2 replies
    • 1.9k views
    • 
    • cripp12
    • September 10, 2004

20. Wording of Merger effective date

    By austin3515, August 10, 2025
    • 25 replies
    • 3k views
    • 
    • MoJo
    • August 12, 2025

21. Workday HR software set-up for DC plan - options for 415 limit

    By bito'money, September 22, 2021
    • 2 replies
    • 969 views
    • 
    • bito'money
    • September 22, 2021

22. Worker Adjustment & Retraining Notification Act (WARN)...

    By jaemmons, June 22, 2005
    • 2 replies
    • 2.5k views
    • 
    • dcoderre
    • October 30, 2010

23. Workers Comp wages

    By bevfair, June 30, 2017
    • 2 replies
    • 1.1k views
    • 
    • hr for me
    • June 30, 2017

24. Workforce Goes Union

    By Below Ground, September 14, 2006
    • 2 replies
    • 1.3k views
    • 
    • Below Ground
    • September 14, 2006

25. working less than 500 hours and benefiting under SHNEC

    By AJC, March 5, 2019
    • 4 replies
    • 636 views
    • 
    • AJC
    • March 5, 2019

26. Working with Nationwide

    By drakecohen, September 23, 2022
    • 4 replies
    • 794 views
    • 
    • hr for me
    • September 27, 2022

27. Would a 401k for a nonprofit private school make sense rather than a 403b plan?

    By Guest tpeterson1959, October 2, 2003
    • 1 reply
    • 1.6k views
    • 
    • QDROphile
    • October 2, 2003

28. Would anyone be willing to share with me how you handle SH notices for new clients as well as established clients?

    By jkharvey, June 17, 2005
    • 2 replies
    • 1.2k views
    • 
    • Bird
    • June 17, 2005

29. Would anyone consider a washing machine and dryer for a Hardship withdrawal?

    By Jim Chad, June 2, 2014
    • 3 replies
    • 1.1k views
    • 
    • masteff
    • June 2, 2014

30. would anyone have a sample copy of an election form provided to partic

    By Guest AP, July 29, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • August 5, 1999

31. Would beneficiary witnessing signature invalidate designation?

    By Guest FREE401k, March 29, 2001
    • 16 replies
    • 7.9k views
    • 
    • Guest
    • April 6, 2001

32. would black out notice be required?

    By Guest EDSAADE, June 22, 2004
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • June 22, 2004

33. Would can I contact if I have problems with my employer about my 401k.

    By Guest rogie, March 23, 1999
    • 1 reply
    • 2.2k views
    • 
    • LCARUSI
    • March 23, 1999

34. Would they be an employee of not?

    By Guest A_Dude, January 9, 2013   

    • Ownership/Employee
    • 5 replies
    • 1.3k views
    • 
    • Guest
    • November 5, 2013

35. Wrap-around Arrangement

    By Guest koolkid, February 18, 2003
    • 7 replies
    • 2.1k views
    • 
    • david rigby
    • February 18, 2003

36. Write-up on Roth 1099-R Codes?

    By austin3515, January 23, 2018
    • 13 replies
    • 2.8k views
    • 
    • AlbanyConsultant
    • March 19, 2021

37. Written deferral election required

    By Belgarath, February 19, 2010
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • February 19, 2010

38. Written directions for a New Comparability allocation

    By ldr, September 22, 2020   

    • cross testing
    • new comparability
    • 10 replies
    • 1.4k views
    • 
    • ldr
    • September 23, 2020

39. Wrong Comp. - QNEC - Testing

    By Guest philc, June 2, 2004
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • June 2, 2004

40. Wrong Contribution what to do with interest

    By PFranckowiak, May 16, 2017
    • 31 replies
    • 2.9k views
    • 
    • RatherBeGolfing
    • May 19, 2017

41. Wrong Correction Method for Excess 401(k) Deferral in 2020

    By EPCRSGuru, April 5, 2021
    • 5 replies
    • 611 views
    • 
    • CuseFan
    • April 6, 2021

42. Wrong Information in Safe Harbor Notice

    By PMC, February 22, 2001
    • 0 replies
    • 1.6k views
    • 
    • PMC
    • February 22, 2001

43. wrong interest rate for participant loans.

    By wsp, October 29, 2003
    • 2 replies
    • 1.8k views
    • 
    • mbozek
    • October 29, 2003

44. Wrong Match Amended

    By austin3515, June 25, 2015
    • 4 replies
    • 1k views
    • 
    • Kevin C
    • June 26, 2015

45. Wrongly distributed 401K post death

    By Executor, October 10, 2024
    • 4 replies
    • 848 views
    • 
    • justanotheradmin
    • October 14, 2024

46. Year 2000 Maximum Deferral Limit

    By Guest Dennis Siko, November 23, 1999
    • 3 replies
    • 1.9k views
    • 
    • david rigby
    • November 24, 1999

47. Year End Amendments

    By Guest Bud, October 31, 2003
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • October 31, 2003

48. Year End Census Data

    By Mr Bagwell, August 9, 2016
    • 10 replies
    • 1.4k views
    • 
    • ESOP Guy
    • August 10, 2016

49. Year End Census Requests & Social Security Numbers

    By Guest kgsingletary, November 25, 2003
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • November 26, 2003

50. Year End Deposit of Deferrals

    By Guest JanetGS, December 10, 2013
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • December 10, 2013