I had a contractual agreement that included a 401k to begin January 2014. My ex employer failed to provide a 401k. Recourse?

What are your damages? You have a contract. You work for your employer and he will put in a 401(k) plan. He breached the agreement. You cannot...

How can we distribute a retroactive lump sum disability retirement?

You need to talk to your CPA. If you are cash basis taxpayers (which almost all individuals are), you received the money in 2013. There may,...

401K Plan Question?

All distributions from qualified plans are taxed as ordinary income.

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If the plan provides, the company can hold your account until you reach retirement age. If the plan provides for a three year delay in payment, it...

Is it still legal to use my old 401k to fund a new business? (robs transaction)

If you take a taxable distribution from a qualified plan, you may use the money for whatever you want. If you are asking whether you can use funds...

My employer didn't do 401k deferral accurate for 2 pay periods and I didn't see on until after it processed. Must they amend it

It depends on what tax years are involved. If the error was in a previous calendar year, your employer is required to put in the correct amount...

Can I remain on my husband's company's health insurance if we should get separated or divorced?

You may remain on his plan with either separation or a divorce, but that does not mean he will keep you on. You can make arrangements with him to...

How to phrase a no asset letter to deceased's pension company?

They just want a copy of the death certificate which you can purchase from the County where he died. Send it with a letter indicating that your...

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I need a DRO/COAP for a division of FERS basic annuity. Does the DRO/COAP also divide the FERS Social Security Supplement?

Unless you want a guess as to what you are asking, you need to SPELLOUT what your ACRONYMS mean.

What is the right way to think about a 401k claim as a bargaining chip in divorce?

From the pension lawyer's prospective, let her have the house. The division will be done on the basis of the fair market value of the house and...