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January 28, 2025

Here are the most recently added topics on the BenefitsLink® Message Boards

Basically created a topic in Distributions and Loans, Other than QDROs

Withholding Not Required for Small Distributions?

"Is there a number at which point taxes do not need to be withheld from a distributtion? Reason: Bob was paid out but the financial advisor didn't wait for everything to settle and now there is $150+/- still in the investment account. I am happy to generate a 1099-R if it is acceptable to liquidate the account and send it all [with] no withholding. Is that ok? Is there a magic amount when taxes are not required to be taken? Just be sure it is reported via a 1099-R?"

6 replies so far   |    Click Here to Add a Reply

DavidO created a topic in 401(k) Plans

Vesting for 3% Nonelective SH with QACA

"I understand that the 3% SH nonelective contribution must be immediately 100% vested. My question is, if the plan also has a QACA does that remove the 100% immediate vesting requirement and change it to a 2 year cliff requirement?"

3 replies so far   |    Click Here to Add a Reply

MURPHY created a topic in 401(k) Plans

401(k) Safe Harbor Nonunion/Union

"Why would a company offer safe harbor for nonunion employees and not union employees?"

4 replies so far   |    Click Here to Add a Reply

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