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Saturday, 31 July 2010
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Frequently Asked Questions
FAQ Categories
Contributions
Loans
Distributions
Retirement
Divorce
Taxes
Withdrawals
Vesting
General Info
Contributions
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What is the maximum I can contribute to my account per year?
How can I change my deferral/contribution amount?
I would like to cancel my salary deferrals for a while, is this possible?
Loans
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Under what circumstances may I take out a loan?
What is the maximum I can borrow from my plan?
Is there any interest assessed on my loan?
Why do I have to pay myself interest?
What is an amortization schedule?
Can I pay off my loan early?
What happens if I leave my company before I pay off my loan?
If I have an outstanding loan and I need additional cash, what are my options?
Distributions
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What happens to my account if I die?
What do I do if I am the beneficiary on an account and the account holder has passed away?
What can I do with the money I receive from a distribution due to death?
How can I gain access to my 401(k) savings if I become disabled?
What happens if I leave my employer?
If I leave my company, can I leave my money in my 401(k) account?
I have already withdrawn my 401(k) funds, but I received a statement showing a small remaining balance. How do I go about withdrawing these funds?
Retirement
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When can I take a retirement distribution?
If I'm 70 1/2, am I required to start taking distributions from my retirement account?
Divorce
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What happens to my account if my spouse and I divorce?
What is a Qualified Domestic Relations Order?
I am going through a divorce; what do I need to do to expedite the 401(k) distribution process?
Taxes
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What is a 1099-R form and under what circumstances should I receive one?
When will my 1099-R form be mailed?
What if I originally decided to have my retirement savings sent directly to me and then I change my mind and decide to roll my funds over to an IRA or a qualified plan?
Is there a penalty tax assessed on retirement savings distributions received too early?
General Info
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What is a 401(k) plan?
What are the long-term benefits of pre-tax contributions?
What is the difference between a profit-sharing plan and a 401(k) plan?
Is it possible to move funds from my previous employer's retirement plan to my new company's 401(k) plan?
What is a qualified plan?
Can I make after-tax contributions to my 401(k) plan?
Vesting
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What is a vesting schedule?
What does it mean to be fully vested?
What if I leave my company before I am fully vested?
Withdrawals
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What is an in-service withdrawal?
What is a financial hardship withdrawal?
Under what circumstances may I make a financial hardship withdrawal?
What kind of documentation is necessary for a financial hardship to be approved?
Are income taxes withheld from a financial hardship withdrawal?
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