401(k) Plans

19,275 topics in this forum

1. Beneficiary Designation Forms

   By CLE401kGuy, July 27, 2010
   • 20 replies
   • 6.2k views
   • 
   • Guest
   • July 29, 2010

2. Beneficiary Designation Forms

   By CLE401kGuy, December 14, 2012
   • 7 replies
   • 1.4k views
   • 
   • masteff
   • December 17, 2012

3. Beneficiary Designation Voided by Marriage?

   By austin3515, December 3, 2009
   • 19 replies
   • 13.9k views
   • 
   • J Simmons
   • January 29, 2010

4. Beneficiary Designations

   By steve-o, August 21, 2003
   • 4 replies
   • 1.3k views
   • 
   • david rigby
   • August 21, 2003

5. Beneficiary Designations

   By Randy Watson, April 4, 2007
   • 19 replies
   • 3.6k views
   • 
   • Bob R
   • April 11, 2007

6. Beneficiary Designations and Divorce

   By youngbenefitslawyer, January 31
   • 6 replies
   • 1k views
   • 
   • fmsinc
   • February 1

7. Beneficiary Determination

   By Nassau, July 7, 2011
   • 2 replies
   • 1.4k views
   • 
   • Peter Gulia
   • July 8, 2011

8. Beneficiary dies - Does beneficiary's spouse receive death benefit?

   By Guest CHRISTA, February 4, 2002
   • 5 replies
   • 2.6k views
   • 
   • mbozek
   • February 6, 2002

9. Beneficiary Distribution Options for Small Estates in California

   By ERISA-Bubs, December 22, 2017
   • 8 replies
   • 3.5k views
   • 
   • MoJo
   • December 26, 2017

10. beneficiary form after divorce

    By Guest alabama, August 10, 2006
    • 4 replies
    • 1.8k views
    • 
    • Kirk Maldonado
    • August 10, 2006

11. Beneficiary forms

    By Guest Chris O'Daniel, September 28, 1999
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • September 29, 1999

12. Beneficiary If No Form On File (Divorce / Biological Child / Step Children)

    By metsfan026, October 25, 2021
    • 9 replies
    • 1.9k views
    • 
    • metsfan026
    • October 27, 2021

13. Beneficiary is a Trust

    By austin3515, June 30, 2011
    • 2 replies
    • 894 views
    • 
    • austin3515
    • June 30, 2011

14. Beneficiary is also a participant in the same plan

    By austin3515, November 16, 2017
    • 5 replies
    • 2.2k views
    • 
    • AJC
    • September 17, 2020

15. Beneficiary is estate -- inherited IRA?

    By LauraS, July 3, 2019   

    • 401k
    • death benefit
    • (and 2 more)

      Tagged with:

      • 401k
      • death benefit
      • beneficiary; estate
      • inherited ira
    • 19 replies
    • 9.6k views
    • 
    • Appleby
    • July 11, 2019

16. Beneficiary Is Minor Child

    By austin3515, May 6, 2014
    • 8 replies
    • 18.6k views
    • 
    • JulesInCNY
    • June 21, 2024

17. Beneficiary lump sum 1 year or 5?

    By 401ok, February 5, 2017
    • 4 replies
    • 1.2k views
    • 
    • Bird
    • February 7, 2017

18. Beneficiary of account is an old boyfriend - Can family change after death?

    By 401king, June 21, 2013
    • 6 replies
    • 1.7k views
    • 
    • ForksnKnives
    • June 27, 2013

19. Beneficiary on a Life Policy

    By Guest MrT, April 27, 2005
    • 11 replies
    • 2.8k views
    • 
    • mbozek
    • April 29, 2005

20. Beneficiary options

    By Guest Theresa, March 14, 2000
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • March 15, 2000

21. Beneficiary Problem

    By Guest snmhanson, May 7, 2014
    • 5 replies
    • 2.7k views
    • 
    • My 2 cents
    • May 8, 2014

22. beneficiary question

    By k man, April 25, 2008
    • 5 replies
    • 1.5k views
    • 
    • masteff
    • April 25, 2008

23. beneficiary-401k plan

    By Guest wolf, October 16, 2001
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • October 16, 2001

24. Beneficiary's consent for a distribution

    By Guest Do, March 7, 2003
    • 10 replies
    • 3k views
    • 
    • Mike Preston
    • March 10, 2003

25. Benefit Accrual in Standardized Plan

    By Dawn Hafner, March 1, 2002
    • 1 reply
    • 1.3k views
    • 
    • actuarysmith
    • March 1, 2002

26. Benefit Claims Procedures

    By Guest koolkid, May 10, 2002
    • 10 replies
    • 3k views
    • 
    • Guest
    • July 23, 2003

27. Benefit elecitons for "two-stage" distributions

    By KJohnson, October 5, 1999
    • 3 replies
    • 1.7k views
    • 
    • david rigby
    • October 6, 1999

28. Benefit Election Forms

    By Below Ground, February 6, 2008
    • 7 replies
    • 1.5k views
    • 
    • Guest
    • February 7, 2008

29. Benefit Plan Audit - EE Responsibilities?

    By NA2020, October 2, 2020
    • 4 replies
    • 802 views
    • 
    • Bob the Swimmer
    • October 5, 2020

30. Benefit Rights & Features Issue - Timing of PS Allocation?

    By moose401k, March 22, 2018   

    • brf issue
    • 7 replies
    • 1.2k views
    • 
    • Bird
    • March 23, 2018

31. Benefit Statements - PPA

    By PMC, November 6, 2006
    • 5 replies
    • 2.7k views
    • 
    • Bird
    • November 7, 2006

32. Benefit Statements – DOL website

    By blue, December 13, 2006
    • 3 replies
    • 2.5k views
    • 
    • Belgarath
    • December 14, 2006

33. Benefit, Rights and Features Test

    By Guest 401kbee, February 6, 2007
    • 3 replies
    • 4.2k views
    • 
    • Tom Poje
    • February 7, 2007

34. Benefits deductions for 2005

    By Guest reedjd, January 6, 2005
    • 1 reply
    • 1k views
    • 
    • rcline46
    • January 6, 2005

35. Benefits Exceeding Compensation

    By Guest jetfaninmn, February 13, 2006
    • 6 replies
    • 1.7k views
    • 
    • Kevin C
    • February 14, 2006

36. Benefits for Volunteer Firefighters

    By Guest Thornton, April 2, 1999
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • April 2, 1999

37. Benefits Link/Benefits Buzz/ 4/21/2004: Letter Clarifies IRS Position on Issues Relating to Automatic Enrollment 401(k) Plans (The Human Capital practice of Deloitte Consulting LLP)

    By Guest RJM, April 21, 2004
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • April 22, 2004

38. Benefits National Company Document

    By rcline46, October 31, 2006
    • 2 replies
    • 1.2k views
    • 
    • rcline46
    • October 31, 2006

39. Benefits Rights & Features Test for Match

    By Rose, November 18, 2020
    • 1 reply
    • 868 views
    • 
    • MWeddell
    • November 18, 2020

40. Benefits Rights and Features

    By Guest Pension Girl, June 16, 2009
    • 4 replies
    • 1.9k views
    • 
    • BG5150
    • June 18, 2009

41. Benefits Rights and Features

    By Guest cxs, December 21, 2005
    • 6 replies
    • 3.1k views
    • 
    • Guest
    • January 18, 2006

42. Benefits Rights and Features

    By austin3515, April 26, 2018
    • 4 replies
    • 2.3k views
    • 
    • RatherBeGolfing
    • April 27, 2018

43. Benefits Rights and Features

    By Purplemandinga, November 27, 2018
    • 2 replies
    • 1.4k views
    • 
    • Purplemandinga
    • November 28, 2018

44. Benefits Rights and Features (BRF) Testing – Match True-Up To Actives Only

    By buckaroo, September 16, 2010
    • 1 reply
    • 5k views
    • 
    • Laura Harrington
    • September 16, 2010

45. Benefits Rights Features

    By Nancy D, June 7, 2011
    • 10 replies
    • 2.6k views
    • 
    • Nancy D
    • June 10, 2011

46. Benefits to Employees who are Eligible for Rehire

    By Guest schoenenbergerj, October 9, 1998
    • 0 replies
    • 3.3k views
    • 
    • Guest
    • October 9, 1998

47. Benefits, Rights & Features Testing

    By Guest Tad77, October 25, 2006
    • 4 replies
    • 3.4k views
    • 
    • ak2ary
    • October 26, 2006

48. Benefits, rights and features

    By Randy Watson, September 11, 2006
    • 8 replies
    • 1.9k views
    • 
    • Randy Watson
    • September 12, 2006

49. Benefits, Rights and Features Issues

    By rlb64, April 3, 2007
    • 2 replies
    • 1.9k views
    • 
    • J Simmons
    • April 4, 2007

50. Benefits, rights and features testing

    By Barbara, September 10, 2019   

    • tiered match non safe harbor plan
    • 4 replies
    • 4.8k views
    • 
    • Barbara
    • September 11, 2019