401(k) Plans

19,320 topics in this forum

1. Asset Management Fees

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

2. Asset Protection / Bankruptcy / Creditor Claims

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

3. Asset Purchase

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

4. Asset purchase - distribution of plan assets

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

5. Asset Purchase Agreement

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

6. Asset Sale

   By Chippy, September 25, 2019
   • 21 replies
   • 2.1k views
   • 
   • Chippy
   • September 30, 2019

7. Asset Sale & Plan to Plan Transfer

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

8. Asset sale and safe harbor plan

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

9. Asset sale plan merger

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

10. Asset transfer

    By pmacduff, June 15, 2007
    • 12 replies
    • 3.3k views
    • 
    • pmacduff
    • June 19, 2007

11. Asset Transfer

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

12. Asset Transfer

    By Guest MatchaT, August 21, 2014
    • 6 replies
    • 1.6k views
    • 
    • movedon
    • August 22, 2014

13. Asset update

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

14. Asset-Based Fees for Participants

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

15. Assets from suspense account inadvertantly transferred to Employer

    By Renee H, March 14, 2022
    • 7 replies
    • 1.3k views
    • 
    • Renee H
    • March 17, 2022

16. Assets Held for Investment requested by Participant

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

17. Assets of Multiple Employer Plan prevented from leaving

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

18. 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

19. Assignment of Income Problem

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

20. Associated match if match formula changed

    By John Feldt ERPA CPC QPA, February 17, 2017   

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

21. Associated Match w/ ADP Refund

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

22. Association and plan sponsors

    By Guest Brad, September 16, 1998
    • 0 replies
    • 4.5k views
    • 
    • Guest
    • September 16, 1998

23. Association MEP Eligible Employer

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

24. Association Plan

    By Guest brstokes, August 29, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 29, 2001

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

    By Guest wwest, December 3, 1999
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • December 3, 1999

26. Assumed 3% deferrals

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

27. Assumption of sponsorship to-do items

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

28. 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

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

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

30. ATM 3/15 Deadline?

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

31. ATMs

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

32. ATRA Roth Transfer

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

33. Attainment of age 59 1/2

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

34. Attempted 401(k) Contribution

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

35. Attributable Match

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

36. Attributable match question...

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

37. Attributable to match forfeitures due to failed ADP test

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

38. attribution

    By Guest carsonv, September 2, 2003
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • September 2, 2003

39. Attribution for Discrimination Testing

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

40. Attribution in a Partnership

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

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

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

42. Attribution Rules - Ex-Spouse

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

43. attribution?

    By PensionNewbee, April 16, 2004
    • 4 replies
    • 1.2k views
    • 
    • jquazza
    • April 16, 2004

44. Attribution...

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

45. Atttribution rules for Spouse

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

46. Audit

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

47. Audit Exemption

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

48. Audit for Terminated 401(k) Plan?

    By Guest LCarter3, March 10, 2011
    • 11 replies
    • 7.1k views
    • 
    • Guest
    • March 14, 2011

49. Audit or no audit

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

50. Audit Question?

    By FundeK, July 12, 2004
    • 0 replies
    • 1.1k views
    • 
    • FundeK
    • July 12, 2004