401(k) Plans

19,320 topics in this forum

1. Beneficiary designation

   By JDuns, January 11, 2005
   • 10 replies
   • 3.2k views
   • 
   • Kirk Maldonado
   • January 12, 2005

2. Beneficiary Designation

   By Jilliandiz, May 10, 2006
   • 8 replies
   • 2.1k views
   • 
   • ERISAnut
   • May 10, 2006

3. Beneficiary Designation

   By Guest Badger, April 12, 2006
   • 3 replies
   • 1.7k views
   • 
   • Everett Moreland
   • April 13, 2006

4. Beneficiary Designation

   By austin3515, September 6, 2014
   • 4 replies
   • 964 views
   • 
   • Peter Gulia
   • September 8, 2014

5. beneficiary designation

   By Scuba 401, August 18, 2011
   • 3 replies
   • 1.3k views
   • 
   • Scuba 401
   • August 18, 2011

6. Beneficiary designation

   By Guest bernverd, September 24, 2007
   • 1 reply
   • 1.1k views
   • 
   • masteff
   • September 24, 2007

7. Beneficiary Designation

   By Guest TLCPension, November 26, 2002
   • 2 replies
   • 1.7k views
   • 
   • Guest
   • November 27, 2002

8. Beneficiary Designation Excludes New Spouse

   By billfgrady, June 29, 2006
   • 4 replies
   • 1.8k views
   • 
   • billfgrady
   • June 30, 2006

9. beneficiary designation form

   By ERISA25, May 24, 2010
   • 0 replies
   • 1.2k views
   • 
   • ERISA25
   • May 24, 2010

10. Beneficiary Designation Forms

    By CLE401kGuy, July 27, 2010
    • 20 replies
    • 6.3k views
    • 
    • Guest
    • July 29, 2010

11. Beneficiary Designation Forms

    By CLE401kGuy, December 14, 2012
    • 7 replies
    • 1.5k views
    • 
    • masteff
    • December 17, 2012

12. Beneficiary Designation Voided by Marriage?

    By austin3515, December 3, 2009
    • 19 replies
    • 14.1k views
    • 
    • J Simmons
    • January 29, 2010

13. Beneficiary Designations

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

14. Beneficiary Designations

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

15. Beneficiary Designations and Divorce

    By youngbenefitslawyer, January 31, 2025
    • 6 replies
    • 1.2k views
    • 
    • fmsinc
    • February 1, 2025

16. Beneficiary Determination

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

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

    By Guest CHRISTA, February 4, 2002
    • 5 replies
    • 2.7k views
    • 
    • mbozek
    • February 6, 2002

18. Beneficiary Distribution Options for Small Estates in California

    By ERISA-Bubs, December 22, 2017
    • 8 replies
    • 3.6k views
    • 
    • MoJo
    • December 26, 2017

19. beneficiary form after divorce

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

20. Beneficiary forms

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

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

    By metsfan026, October 25, 2021
    • 9 replies
    • 2k views
    • 
    • metsfan026
    • October 27, 2021

22. Beneficiary is a Trust

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

23. Beneficiary is also a participant in the same plan

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

24. 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
    • 10.6k views
    • 
    • Appleby
    • July 11, 2019

25. Beneficiary Is Minor Child

    By austin3515, May 6, 2014
    • 8 replies
    • 19.3k views
    • 
    • JulesInCNY
    • June 21, 2024

26. Beneficiary lump sum 1 year or 5?

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

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

    By 401king, June 21, 2013
    • 6 replies
    • 1.8k views
    • 
    • ForksnKnives
    • June 27, 2013

28. Beneficiary on a Life Policy

    By Guest MrT, April 27, 2005
    • 11 replies
    • 2.9k views
    • 
    • mbozek
    • April 29, 2005

29. Beneficiary options

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

30. Beneficiary Problem

    By Guest snmhanson, May 7, 2014
    • 5 replies
    • 2.8k views
    • 
    • My 2 cents
    • May 8, 2014

31. beneficiary question

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

32. beneficiary-401k plan

    By Guest wolf, October 16, 2001
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • October 16, 2001

33. Beneficiary's consent for a distribution

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

34. Benefit Accrual in Standardized Plan

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

35. Benefit Claims Procedures

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

36. Benefit elecitons for "two-stage" distributions

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

37. Benefit Election Forms

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

38. Benefit Plan Audit - EE Responsibilities?

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

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

    By moose401k, March 22, 2018   

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

40. Benefit Statements - PPA

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

41. Benefit Statements – DOL website

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

42. Benefit, Rights and Features Test

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

43. Benefits deductions for 2005

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

44. Benefits Exceeding Compensation

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

45. Benefits for Volunteer Firefighters

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

46. 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

47. Benefits National Company Document

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

48. Benefits Rights & Features Test for Match

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

49. Benefits Rights and Features

    By Guest Pension Girl, June 16, 2009
    • 4 replies
    • 2k views
    • 
    • BG5150
    • June 18, 2009

50. Benefits Rights and Features

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