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  1. Federal Taxes: Re: Who is Responsible for Errors in a 401(K) Distribution

    $18,352.00.



    58 years, 27 days.

    The distribution/rollover form specifically required entry of plan participant's birth date as mm/dd/yyyy; for my wife, it's 04/29/1960.

    Date of...
  2. Federal Taxes: Re: Who is Responsible for Errors in a 401(K) Distribution

    Thank you one and all for your responses.

    Regarding the exception, here is where I found the most clear-cut explanation: ...
  3. Federal Taxes: Who is Responsible for Errors in a 401(K) Distribution

    My wife's employer shut down and permanently closed their business in May 2018...prior to this closure, their 401(k) plan administrator (a 3rd-party company, not the company's "internal"...
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