401(k) Plans

19,275 topics in this forum

1. 1099-R's

   By austin3515, January 28, 2006
   • 3 replies
   • 1.6k views
   • 
   • Lori Friedman
   • January 30, 2006

2. 1099-R(s) for 402(g) excess

   By BG5150, March 15, 2022
   • 1 reply
   • 1.2k views
   • 
   • Lou S.
   • March 15, 2022

3. 1099'S - PS 58 Cost and regular distributions

   By Guest Achilles, February 6, 2004
   • 1 reply
   • 1.8k views
   • 
   • goldtpa
   • February 6, 2004

4. 1099's and ADP excesses

   By Brian Gallagher, February 27, 2004
   • 1 reply
   • 1.3k views
   • 
   • Guest
   • February 27, 2004

5. 1099's for Failed ADP Test - EE Paid Out

   By Rob P, December 4, 2009
   • 4 replies
   • 1.8k views
   • 
   • austin3515
   • December 7, 2009

6. 1099Misc

   By Guest eafrazier, January 27, 2010
   • 0 replies
   • 729 views
   • 
   • Guest
   • January 27, 2010

7. 1099R - Code 1 USed but Participant is Disabled

   By austin3515, February 3, 2023
   • 4 replies
   • 992 views
   • 
   • Peter Gulia
   • February 3, 2023

8. 1099R and Code P

   By Guest dave1957, February 24, 2007
   • 4 replies
   • 1.6k views
   • 
   • Disco Stu
   • February 26, 2007

9. 1099R code for age 59 1/2

   By Guest jvandyke, November 9, 2007
   • 2 replies
   • 1.3k views
   • 
   • Guest
   • November 9, 2007

10. 1099R code for an excess IRA contribution?

    By Guest UKH, February 4, 2003
    • 2 replies
    • 1.1k views
    • 
    • Appleby
    • February 5, 2003

11. 1099R Code for in-kind distribution of annuity contract from qualified plan?

    By Guest CTBenefitsLaw, March 2, 2004
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 2, 2004

12. 1099R coded as premature, however it was not.

    By Guest Michael Anderson, March 5, 2004
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • March 5, 2004

13. 1099r for a roth 401k

    By Beemer, January 9, 2016
    • 2 replies
    • 713 views
    • 
    • Beemer
    • January 11, 2016

14. 1099R for which year for 2004 or 2005?

    By Guest mmc, January 13, 2005
    • 18 replies
    • 2.9k views
    • 
    • GBurns
    • January 14, 2005

15. 1099R Issue

    By Guest Powers, January 24, 2007
    • 3 replies
    • 1.4k views
    • 
    • QDROphile
    • January 24, 2007

16. 1099R Not Reported On a Loan Default

    By Karoline Curran, November 15, 2018   

    • loan default
    • 1099r
    • (and 1 more)

      Tagged with:

      • loan default
      • 1099r
      • brokerage accts
    • 10 replies
    • 1.4k views
    • 
    • Luke Bailey
    • November 19, 2018

17. 1099r's for 2006

    By jkdoll2, December 30, 2009
    • 1 reply
    • 873 views
    • 
    • oriecat
    • December 31, 2009

18. 1099r's for corrective distributions

    By Beemer, January 24, 2005
    • 2 replies
    • 1.3k views
    • 
    • Beemer
    • January 24, 2005

19. 1099R's in NYS

    By Guest MrT, March 9, 2005
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • March 10, 2005

20. 11-K Filing or not?

    By Guest Chrysler, January 9, 2006
    • 1 reply
    • 1.7k views
    • 
    • QDROphile
    • January 9, 2006

21. 11(g) Amendment

    By RLR, June 4, 2018
    • 47 replies
    • 9.5k views
    • 
    • Mike Preston
    • June 11, 2018

22. 11(g) amendment

    By Chippy, March 10, 2021
    • 8 replies
    • 1.1k views
    • 
    • RatherBeGolfing
    • August 13, 2021

23. 11(g) Amendment for 414(s) failure?

    By Benefits Vet, August 26, 2021
    • 5 replies
    • 1.6k views
    • 
    • Kevin C
    • September 2, 2021

24. 11g Amendment to Correct Coverage Failure

    By Laura Harrington, April 1, 2009
    • 1 reply
    • 1.8k views
    • 
    • Mike Preston
    • April 1, 2009

25. 12 month due date of match contribution

    By Jim Chad, January 11, 2010
    • 2 replies
    • 971 views
    • 
    • Jim Chad
    • January 12, 2010

26. 12(b)-1 fee Reimbursement

    By Guest Laura Millwood, February 15, 1999
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • March 4, 1999

27. 12(b)-1 Fees - Keep them or give them to plan participants?

    By Guest TRUST53, December 18, 1998
    • 2 replies
    • 1.6k views
    • 
    • Jon Chambers
    • December 31, 1998

28. 12/30 Plan year-end to 12/31 Plan year-end?

    By Guest gkaley, May 4, 2001
    • 4 replies
    • 1.7k views
    • 
    • Wessex
    • May 7, 2001

29. 125 PLAN

    By Guest BCCFLEX, September 7, 2011
    • 0 replies
    • 789 views
    • 
    • Guest
    • September 7, 2011

30. 12b-1 fees

    By Guest anne1, January 17, 2006
    • 13 replies
    • 3.3k views
    • 
    • GBurns
    • January 24, 2006

31. 12b-1 fees paid after a plan liquidation

    By With Appreciation...., November 5, 2018
    • 3 replies
    • 1.2k views
    • 
    • With Appreciation....
    • November 6, 2018

32. 12b-1's

    By wsp, June 8, 2006
    • 5 replies
    • 1.8k views
    • 
    • BG5150
    • June 10, 2006

33. 1300 Hours for PS Contribution

    By susieQ, June 27, 2019
    • 6 replies
    • 1.4k views
    • 
    • Tom Poje
    • July 1, 2019

34. 132(j) Comp and Matching Contributions

    By srhall, July 16, 2020   

    • 401k
    • 132(j)
    • (and 2 more)

      Tagged with:

      • 401k
      • 132(j)
      • match
      • employer contribution
    • 3 replies
    • 434 views
    • 
    • Alonzo Church
    • July 17, 2020

35. 15% deductible limit in a 401(k) PS Plan--eligible to defer, not eligi

    By Guest Kelly R, July 27, 1999
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • August 5, 1999

36. 15% Excise Tax

    By Guest Giovanni, October 31, 2001
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • November 1, 2001

37. 1563 Attribution & Spousal Exception

    By Dennis Povloski, September 14, 2015
    • 0 replies
    • 838 views
    • 
    • Dennis Povloski
    • September 14, 2015

38. 1600 hour service requirement?

    By kmhaab, February 13, 2019
    • 26 replies
    • 2.3k views
    • 
    • BG5150
    • February 20, 2019

39. 170 K compensation limit

    By Guest jin.limledoux, October 30, 2001
    • 15 replies
    • 4k views
    • 
    • QDROphile
    • October 31, 2001

40. 170(b)1(A) organizations

    By Guest CSTS, October 21, 2009
    • 0 replies
    • 963 views
    • 
    • Guest
    • October 21, 2009

41. 18 Month Permissive Disaggregation

    By RCK, September 1, 2006
    • 6 replies
    • 4.5k views
    • 
    • austin3515
    • September 5, 2006

42. 18 month time frame for statutory minimum calculation?

    By Guest 410b, June 24, 2009
    • 10 replies
    • 3k views
    • 
    • Mike Preston
    • June 26, 2009

43. 1983 Waiver of RMD

    By 52626, January 15, 2014
    • 4 replies
    • 1.8k views
    • 
    • masteff
    • January 15, 2014

44. 1997 Excess Contribution Refunds

    By Guest AP, March 12, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • March 12, 1999

45. 1998/1999 Deferred Compensation Limit

    By Guest Barney Byrd, December 30, 1998
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • December 30, 1998

46. 1999 1099-R: Loans

    By Guest Melissa Winslow, February 7, 2000
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • February 7, 2000

47. 1999 5500 Forms

    By Guest jfgc, January 29, 2000
    • 4 replies
    • 1.5k views
    • 
    • BeckyMiller
    • January 31, 2000

48. 1999 ADP/ACP TESTING

    By Guest CGBS, January 20, 2000
    • 4 replies
    • 1.6k views
    • 
    • MWeddell
    • January 21, 2000

49. 1999 COLAs

    By Guest TJG, October 14, 1998
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • November 4, 1998

50. 1Part. 401k employee after-tax contribution source and timing

    By spiritrider, February 3, 2019
    • 1 reply
    • 756 views
    • 
    • PensionPro
    • February 6, 2019