401(k) Plans

19,275 topics in this forum

1. 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

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

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

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

   By Jakyasar, March 13
   • 1 reply
   • 526 views
   • 
   • Bri
   • March 14

4. 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

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

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

6. 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

7. 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

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

   By Peter Gulia, March 31, 2023
   • 7 replies
   • 1.8k views
   • 
   • Below Ground
   • April 5, 2023

9. 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

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

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

11. Are they Leased or are they Temporary?

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

12. 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

13. arrgghhh. stupid ADP failure

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

14. Articles on how compensation level influences the rate deferred

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

15. 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

16. 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

17. As of trading and gain/losses

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

18. ASG - Coverage Transition

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

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

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

20. 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

21. ASG and Safe Harbor 401(k)

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

22. 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

23. ASG or multiple employer plan?

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

24. ASG vs. MEP

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

25. ASGs and Surgery Centers

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

26. ASPA Bound

    By Tom Poje, October 24, 2001
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • October 26, 2001

27. ASPA highlight

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

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

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

29. ASPA Question

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

30. ASPPA DC-3 TEXT BOOK WANTED

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

31. ASPPA Conference

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

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

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

33. ASPPA Test Question

    By Guest JeffC, November 20, 2008
    • 20 replies
    • 9.1k views
    • 
    • david rigby
    • November 24, 2008

34. ASPPA Virtual Conference / ERPA CE Credit

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

35. Asset acquisition

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

36. Asset Acquisition / Leased Service / Subsequent Hire

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

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

    By BeanCounterBlues, November 24, 2008
    • 4 replies
    • 1.3k views
    • 
    • WDIK
    • November 24, 2008

38. Asset Chagre By plan size

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

39. Asset Charge - Small Business

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

40. Asset Deal with grandfathered service

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

41. asset in plan has market value of $0

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

42. Asset Management Fees

    By Guest pension222, July 23, 2001
    • 4 replies
    • 1.7k views
    • 
    • david rigby
    • July 25, 2001

43. Asset Protection / Bankruptcy / Creditor Claims

    By austin3515, October 7, 2014
    • 8 replies
    • 1.3k views
    • 
    • austin3515
    • October 7, 2014

44. Asset Purchase

    By Guest A_Dude, March 11, 2014
    • 6 replies
    • 3.1k views
    • 
    • Guest
    • March 17, 2014

45. Asset purchase - distribution of plan assets

    By PMC, May 15, 2002
    • 3 replies
    • 2.2k views
    • 
    • mbozek
    • May 15, 2002

46. Asset Purchase Agreement

    By cripp12, April 7, 2004
    • 3 replies
    • 1.5k views
    • 
    • Alf
    • April 8, 2004

47. Asset Sale

    By Chippy, September 25, 2019
    • 21 replies
    • 2k views
    • 
    • Chippy
    • September 30, 2019

48. Asset Sale & Plan to Plan Transfer

    By Guest padmin, March 15, 2007
    • 1 reply
    • 1.6k views
    • 
    • jpod
    • March 15, 2007

49. Asset sale and safe harbor plan

    By 30Rock, March 19, 2024
    • 1 reply
    • 771 views
    • 
    • #toomanyrules
    • April 3, 2024

50. Asset sale plan merger

    By R. Butler, December 1, 2014
    • 8 replies
    • 3.4k views
    • 
    • BW
    • December 4, 2014