401(k) Plans

19,320 topics in this forum

1. Are Revenue Sharing Fees Part of Plan Assets?

   By Guest jmiskey, June 3, 2003
   • 9 replies
   • 2.9k views
   • 
   • MoJo
   • June 5, 2003

2. Are RMDs triggered once a distribution is taken?

   By asdfgdfa, August 16, 2019
   • 8 replies
   • 2.1k views
   • 
   • asdfgdfa
   • August 18, 2019

3. Are Roth 401(k) Contributions Made Net of Tax?

   By Alf, October 11, 2005
   • 2 replies
   • 1.6k views
   • 
   • QDROphile
   • October 11, 2005

4. Are safe harbor contributions available for in-service withdrawal?

   By Trekker, December 6, 2007
   • 3 replies
   • 7.5k views
   • 
   • Trekker
   • December 7, 2007

5. Are Safe Harbors plans required to pass ACP testing if a plan has After Tax Contributions enabled?

   By FFF0999, October 9, 2024   

   • 401k
   • safe habor
   • (and 1 more)

     Tagged with:

     • 401k
     • safe habor
     • acp
   • 4 replies
   • 2.9k views
   • 
   • FFF0999
   • October 9, 2024

6. Are salary deferrals deposited late?

   By Guest rhp, May 24, 2001
   • 2 replies
   • 1.7k views
   • 
   • Guest
   • May 28, 2001

7. Are SEP contributions included in 401(a)(4) testing?

   By MrsMacias, December 2, 2021
   • 2 replies
   • 761 views
   • 
   • John Feldt ERPA CPC QPA
   • December 6, 2021

8. Are Solo(k)s Subject to ERISA?

   By Alf, August 23, 2005
   • 6 replies
   • 12.8k views
   • 
   • wmyer
   • August 23, 2005

9. Are successor plan rules different for stock deals and corporate merge

   By KJohnson, July 2, 1999
   • 0 replies
   • 1.6k views
   • 
   • KJohnson
   • July 2, 1999

10. Are terminated parts. 100% vested upon plan termination.

    By Guest Don J. Smith, October 10, 2000
    • 2 replies
    • 3.2k views
    • 
    • John A
    • October 10, 2000

11. Are the 2021 SH amounts included in 2022 testing?

    By Jakyasar, December 19, 2022
    • 4 replies
    • 686 views
    • 
    • CuseFan
    • December 20, 2022

12. Are the LTPT employees required to be provided SH and/or PS

    By Jakyasar, March 13, 2025
    • 1 reply
    • 559 views
    • 
    • Bri
    • March 14, 2025

13. Are there ANY circumstances when a participant may cash out or rollover their 401k monies if they are not terminated, disabled or have passed away?

    By Guest Michael Anderson, February 5, 2004
    • 9 replies
    • 1.4k views
    • 
    • Brian Gallagher
    • February 5, 2004

14. Are there any concerns that never use forfeiture account?

    By Sarah73, November 14, 2022
    • 3 replies
    • 787 views
    • 
    • hr for me
    • November 14, 2022

15. Are there any states that do not allow 401k employee contributions to

    By Guest pupelk, February 27, 2001
    • 2 replies
    • 3.3k views
    • 
    • Guest
    • February 28, 2001

16. Are there mutual fund families that will give participant level money

    By Guest Philip Simpkins, May 31, 2002
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • May 31, 2002

17. Are there reasons not to merge union and non-union plans?

    By Peter Gulia, March 31, 2023
    • 7 replies
    • 1.9k views
    • 
    • Below Ground
    • April 5, 2023

18. Are there service providers who do operational audits to ascertain if

    By Guest Lisa Flagg, November 16, 2000
    • 6 replies
    • 1.7k views
    • 
    • Kirk Maldonado
    • November 17, 2000

19. Are these amounts included in ACP test for the HCE

    By jkharvey, July 11, 2008
    • 6 replies
    • 3.2k views
    • 
    • fiona1
    • July 14, 2008

20. Are they Leased or are they Temporary?

    By CTipper, January 18, 2008
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • January 24, 2008

21. Are Wages Exempt from Tax Withholding Plan Comp Under 3401(a)?

    By PensionPro, February 19, 2019
    • 3 replies
    • 1.1k views
    • 
    • duckthing
    • February 21, 2019

22. arrgghhh. stupid ADP failure

    By Tom Poje, March 8, 2010
    • 5 replies
    • 1k views
    • 
    • Tom Poje
    • March 9, 2010

23. Articles on how compensation level influences the rate deferred

    By Guest SWH, September 30, 2008
    • 0 replies
    • 927 views
    • 
    • Guest
    • September 30, 2008

24. Articles on the dangers of "Self Trustee" K plans

    By Guest cj4, September 10, 2004
    • 1 reply
    • 1.2k views
    • 
    • Kirk Maldonado
    • September 10, 2004

25. As an employer making a company match on a 401(k) Plan, does the compa

    By Guest MaryP, April 4, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • April 4, 2001

26. As of trading and gain/losses

    By Guest mporterst, October 25, 2006
    • 2 replies
    • 2.3k views
    • 
    • Peter Gulia
    • October 25, 2006

27. ASG - Coverage Transition

    By Gilmore, December 21, 2018
    • 2 replies
    • 545 views
    • 
    • Gilmore
    • December 26, 2018

28. ASG - Of The Type Historically Performed....

    By Madison71, July 28, 2011
    • 1 reply
    • 979 views
    • 
    • Jim Chad
    • July 29, 2011

29. ASG (not Control group) with partner plan and safe harbor plan

    By TPApril, October 24, 2017   

    • plan adoption
    • 6 replies
    • 1.1k views
    • 
    • TPApril
    • October 5, 2018

30. ASG and Safe Harbor 401(k)

    By Guest JPIngold, October 24, 2009
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • October 26, 2009

31. ASG member adopts existing SH in final 3 months-OK?

    By Guest lushbenefits, October 15, 2008
    • 2 replies
    • 1k views
    • 
    • Jim Chad
    • October 16, 2008

32. ASG or multiple employer plan?

    By K2retire, November 25, 2009
    • 2 replies
    • 1.4k views
    • 
    • K2retire
    • November 27, 2009

33. ASG vs. MEP

    By cerickson, July 25, 2019
    • 3 replies
    • 724 views
    • 
    • david rigby
    • July 26, 2019

34. ASGs and Surgery Centers

    By Guest MikeD, May 19, 2004
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • May 19, 2004

35. ASPA Bound

    By Tom Poje, October 24, 2001
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • October 26, 2001

36. ASPA highlight

    By Tom Poje, November 2, 2001
    • 3 replies
    • 1.9k views
    • 
    • Tom Poje
    • November 6, 2001

37. ASPA Journal numbers don't make sense to me

    By Guest Boilerburm, December 13, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • December 13, 2002

38. ASPA Question

    By stevena, August 12, 2003
    • 8 replies
    • 2.8k views
    • 
    • david rigby
    • August 12, 2003

39. ASPPA DC-3 TEXT BOOK WANTED

    By Guest WILDPIG, August 5, 2010
    • 2 replies
    • 1k views
    • 
    • Guest
    • August 6, 2010

40. ASPPA Conference

    By Tom Poje, October 17, 2006
    • 3 replies
    • 1.5k views
    • 
    • rcline46
    • October 18, 2006

41. ASPPA Q&A Question 2014 - Anyone hear the discussion?

    By austin3515, October 19, 2015
    • 8 replies
    • 1.2k views
    • 
    • austin3515
    • October 27, 2015

42. ASPPA Test Question

    By Guest JeffC, November 20, 2008
    • 20 replies
    • 9.2k views
    • 
    • david rigby
    • November 24, 2008

43. ASPPA Virtual Conference / ERPA CE Credit

    By austin3515, April 29, 2015
    • 0 replies
    • 991 views
    • 
    • austin3515
    • April 29, 2015

44. Asset acquisition

    By fiona1, July 21, 2008
    • 5 replies
    • 2.5k views
    • 
    • fiona1
    • July 24, 2008

45. Asset Acquisition / Leased Service / Subsequent Hire

    By Guest Chaffee, September 21, 2004
    • 3 replies
    • 1.4k views
    • 
    • mbozek
    • September 23, 2004

46. Asset Based TPA Funds / Return to Plan (How?)

    By BeanCounterBlues, November 24, 2008
    • 4 replies
    • 1.4k views
    • 
    • WDIK
    • November 24, 2008

47. Asset Chagre By plan size

    By Guest jhilliard, June 11, 2003
    • 0 replies
    • 939 views
    • 
    • Guest
    • June 11, 2003

48. Asset Charge - Small Business

    By Guest jhilliard, June 16, 2003
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • June 16, 2003

49. Asset Deal with grandfathered service

    By Guest Lee68, August 6, 2008
    • 1 reply
    • 1k views
    • 
    • J Simmons
    • August 6, 2008

50. asset in plan has market value of $0

    By Guest D. Leeke, May 16, 2003
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • May 16, 2003