401(k) Plans

19,275 topics in this forum

1. Asset transfer

   By pmacduff, June 15, 2007
   • 12 replies
   • 3.2k views
   • 
   • pmacduff
   • June 19, 2007

2. Asset Transfer

   By Randy Watson, November 18, 2009
   • 0 replies
   • 881 views
   • 
   • Randy Watson
   • November 18, 2009

3. Asset Transfer

   By Guest MatchaT, August 21, 2014
   • 6 replies
   • 1.5k views
   • 
   • movedon
   • August 22, 2014

4. Asset update

   By FJR, August 9, 2001
   • 1 reply
   • 1.5k views
   • 
   • pmacduff
   • August 9, 2001

5. Asset-Based Fees for Participants

   By Guest btooz, January 21, 2003
   • 1 reply
   • 1.6k views
   • 
   • mbozek
   • January 21, 2003

6. Assets from suspense account inadvertantly transferred to Employer

   By Renee H, March 14, 2022
   • 7 replies
   • 1.2k views
   • 
   • Renee H
   • March 17, 2022

7. Assets Held for Investment requested by Participant

   By cheersmate, December 29, 2022
   • 3 replies
   • 927 views
   • 
   • cheersmate
   • January 3, 2023

8. Assets of Multiple Employer Plan prevented from leaving

   By Guest Iwonder, January 7, 2008
   • 1 reply
   • 1.3k views
   • 
   • Jean
   • January 8, 2008

9. Assignment Issue? Forgoing Match By Receiving Student Loan Assistance

   By erisa parrot, October 20, 2017
   • 8 replies
   • 1.4k views
   • 
   • Luke Bailey
   • October 23, 2017

10. Assignment of Income Problem

    By Guest dkl2214, August 15, 2011
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • August 15, 2011

11. Associated match if match formula changed

    By John Feldt ERPA CPC QPA, February 17, 2017   

    • associated match
    • 3 replies
    • 718 views
    • 
    • ESOP Guy
    • February 20, 2017

12. Associated Match w/ ADP Refund

    By fiona1, March 30, 2007
    • 0 replies
    • 1.8k views
    • 
    • fiona1
    • March 30, 2007

13. Association and plan sponsors

    By Guest Brad, September 16, 1998
    • 0 replies
    • 4.4k views
    • 
    • Guest
    • September 16, 1998

14. Association MEP Eligible Employer

    By Purplemandinga, December 28, 2020
    • 9 replies
    • 1.5k views
    • 
    • Peter Gulia
    • January 7, 2021

15. Association Plan

    By Guest brstokes, August 29, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • August 29, 2001

16. Assume same desk rule applies; does an individual transferred to the n

    By Guest wwest, December 3, 1999
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • December 3, 1999

17. Assumed 3% deferrals

    By Guest CGBS, February 15, 2000
    • 1 reply
    • 1.3k views
    • 
    • Alf
    • February 16, 2000

18. Assumption of sponsorship to-do items

    By olemissfan, September 17, 2021
    • 1 reply
    • 325 views
    • 
    • Lou S.
    • September 17, 2021

19. At what point is a 401(k) plan considered "ACTIVE" and would need to go through the plan termination process to close?

    By MrsMacias, August 25, 2021   

    • 401k
    • plan term
    • (and 3 more)

      Tagged with:

      • 401k
      • plan term
      • auto enrollment
      • safe habor
      • effective date
    • 4 replies
    • 1.3k views
    • 
    • Bri
    • August 26, 2021

20. At what threshold $ amount are "highly compensated employees&quot

    By Guest Dan Zevitz, January 23, 2001
    • 3 replies
    • 3k views
    • 
    • Guest
    • January 23, 2001

21. ATM 3/15 Deadline?

    By justatester, March 6, 2023
    • 4 replies
    • 572 views
    • 
    • Bri
    • March 6, 2023

22. ATMs

    By DTH, March 31, 2005
    • 4 replies
    • 2.8k views
    • 
    • Guest
    • April 5, 2005

23. ATRA Roth Transfer

    By Gruegen, October 15, 2013
    • 2 replies
    • 1.1k views
    • 
    • Belgarath
    • October 16, 2013

24. Attainment of age 59 1/2

    By Fisher, January 4, 2007
    • 6 replies
    • 3.5k views
    • 
    • RCK
    • January 5, 2007

25. Attempted 401(k) Contribution

    By Guest ccl, October 31, 2008
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • October 31, 2008

26. Attributable Match

    By Guest At Peace, December 17, 2002
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • December 18, 2002

27. Attributable match question...

    By jaemmons, February 23, 2005
    • 6 replies
    • 3.8k views
    • 
    • Bird
    • February 24, 2005

28. Attributable to match forfeitures due to failed ADP test

    By Guest 401kadmin, March 23, 2005
    • 3 replies
    • 5.7k views
    • 
    • Guest
    • March 24, 2005

29. attribution

    By Guest carsonv, September 2, 2003
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • September 2, 2003

30. Attribution for Discrimination Testing

    By metsfan026, September 21, 2022
    • 3 replies
    • 1.1k views
    • 
    • 401kology
    • September 27, 2022

31. Attribution in a Partnership

    By 401_noob, November 5, 2013
    • 1 reply
    • 1.1k views
    • 
    • Lou S.
    • November 5, 2013

32. Attribution of biological child who is not legally recognized as the child

    By jkharvey, February 25, 2013
    • 1 reply
    • 956 views
    • 
    • rcline46
    • February 25, 2013

33. Attribution Rules - Ex-Spouse

    By Stash026, December 26, 2017
    • 3 replies
    • 2.2k views
    • 
    • ESOP Guy
    • December 27, 2017

34. attribution?

    By PensionNewbee, April 16, 2004
    • 4 replies
    • 1.1k views
    • 
    • jquazza
    • April 16, 2004

35. Attribution...

    By K-t-F, February 28, 2005
    • 2 replies
    • 1.4k views
    • 
    • K-t-F
    • March 1, 2005

36. Atttribution rules for Spouse

    By Guest Joanne Davey, February 10, 2011
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • February 10, 2011

37. Audit

    By ErisaGeek, May 14, 2004
    • 4 replies
    • 1.4k views
    • 
    • Alf
    • May 17, 2004

38. Audit Exemption

    By bzorc, October 21, 2021
    • 7 replies
    • 1.1k views
    • 
    • bzorc
    • October 25, 2021

39. Audit for Terminated 401(k) Plan?

    By Guest LCarter3, March 10, 2011
    • 11 replies
    • 7k views
    • 
    • Guest
    • March 14, 2011

40. Audit or no audit

    By JKW, August 27, 2010
    • 1 reply
    • 953 views
    • 
    • Mike Preston
    • August 27, 2010

41. Audit Question?

    By FundeK, July 12, 2004
    • 0 replies
    • 1k views
    • 
    • FundeK
    • July 12, 2004

42. Audit Required in Merged Plan?

    By Dennis Povloski, July 15, 2016
    • 0 replies
    • 1k views
    • 
    • Dennis Povloski
    • July 15, 2016

43. Audit Requirements

    By Guest lforesz, September 26, 2001
    • 3 replies
    • 2.5k views
    • 
    • Guest
    • October 5, 2001

44. Audit Requirements

    By 401king, October 11, 2013
    • 1 reply
    • 975 views
    • 
    • GMK
    • October 11, 2013

45. Audit Requirements

    By Jilliandiz, June 6, 2006
    • 3 replies
    • 1.4k views
    • 
    • Nate X
    • June 6, 2006

46. Audit requirements for a single employer plan where more than one empl

    By Guest Pat Metallic, August 30, 2000
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • August 30, 2000

47. Audit Requirements-Deferred Annunity and Momentum

    By Guest d reardon, October 12, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • October 12, 2001

48. Audit Services .vs. TPA Services

    By JMP, May 11, 2020
    • 20 replies
    • 2.8k views
    • 
    • ERISAtwin74
    • May 29, 2020

49. Audit Triggers

    By Guest Laura, July 12, 2001
    • 10 replies
    • 3.5k views
    • 
    • AndyH
    • July 17, 2001

50. Audited Plan (Schedule H) - Cash or Accrual Basis

    By jmartin, January 8, 2020
    • 3 replies
    • 1.3k views
    • 
    • TommyGunn13
    • January 8, 2020