---
title: ACG Blog | 401(k) (11)
description: 401(k) | ACG Blog (11)
---

[![acg-logo-header.png](https://blog.acgworldwide.com/hs-fs/hubfs/acg-logo-header.png?width=123&name=acg-logo-header.png "acg-logo-header.png")](http://www.acgworldwide.com/)

- [Who We Are](http://www.acgworldwide.com/about-acg/) 
    - [Selected Staff Bios](http://www.acgworldwide.com/selected-staff-bios/)
    - [Culture and Philosophy](http://www.acgworldwide.com/culture-and-philosophy/)
    - [Advisory Board Members](http://www.acgworldwide.com/advisory-board-members/)
- [What We Do](http://www.acgworldwide.com/our-services/) 
    - [Wealth Management](http://www.acgworldwide.com/wealth-management/)
    - [Investment Advisory](http://www.acgworldwide.com/investment-advisory-services/)
    - [Third Party Administration](http://www.acgworldwide.com/third-party-administration/)
    - [Retirement Plan Consulting](http://www.acgworldwide.com/401k/)
    - [Financial Planning Services](http://www.acgworldwide.com/financial-planning-services/)
    - [Tax Strategies](http://www.acgworldwide.com/tax-strategies/)
- [Who We Help](http://www.acgworldwide.com/our-clients/) 
    - [Businesses](http://www.acgworldwide.com/businesses/)
    - [Entrepreneurs](http://www.acgworldwide.com/entrepreneurs/)
    - [Individuals and Families](http://www.acgworldwide.com/successful-individuals-and-families/)
    - [Foundations and Endowments](http://www.acgworldwide.com/foundations-and-endowments/)
- [Press & Resources](http://www.acgworldwide.com/acg-live/) 
    - [Blog](http://www.acgworldwide.com/blog/)
    - [Company News](http://www.acgworldwide.com/company-news/)
    - [CBS 6 News Market Briefs](http://www.acgworldwide.com/company-news/bill-fitzgerald-of-cbs-6-news-interviews-with-sandy-wiggins/)
    - [Monthly Investor Insights](https://blog.acgworldwide.com/topic/monthly-insights)
    - [Quarterly Commentary](http://www.acgworldwide.com/commentary/)
    - [Cost of Living Adjustments](http://www.acgworldwide.com/colas-and-limits/)
    - [Important Disclosures](http://www.acgworldwide.com/acg-live/website-disclosure/)
- [Contact Us](http://www.acgworldwide.com/contact-us/)

[![Richmond Virginia](https://blog.acgworldwide.com/hs-fs/hubfs/ACG_June2016/images/ACGLogo_KOHi.png?width=280&height=112&name=ACGLogo_KOHi.png "Richmond Virginia")](http://www.acgworldwide.com/)

![banner2.jpg](https://blog.acgworldwide.com/hs-fs/hubfs/ACG_June2016/images/banners/banner2.jpg?width=810&name=banner2.jpg "banner2.jpg")

# ACG Blog

December 30 2014

## [What are your 401(k) retirement plan goals?](https://blog.acgworldwide.com/what-are-your-401k-retirement-plan-goals)

Posted by [J. Saunders Wiggins, CFP®, AIF®](https://blog.acgworldwide.com/author/j-saunders-wiggins-cfp-aif) in [401(k)](https://blog.acgworldwide.com/topic/401k) with [No Comments](https://blog.acgworldwide.com/what-are-your-401k-retirement-plan-goals#comments-listing)

As we head into a new year, ‘tis the time to reflect on the past and set goals for the future.

December 25 2014

## [Don't miss these important retirement plan deadlines](https://blog.acgworldwide.com/dont-miss-these-important-retirement-plan-deadlines)

Posted by [David J. Kupstas, FSA, EA, MSEA](https://blog.acgworldwide.com/author/david-j-kupstas-fsa-ea-msea) in [401(k)](https://blog.acgworldwide.com/topic/401k), [Retirement](https://blog.acgworldwide.com/topic/retirement), [Financial Planning](https://blog.acgworldwide.com/topic/financial-planning) with [No Comments](https://blog.acgworldwide.com/dont-miss-these-important-retirement-plan-deadlines#comments-listing)

Ho ho ho! We deliver to your stocking today a list of deadlines posted by the IRS. Some of these deadlines are as soon as December 31.

August 15 2014

## [O Former Employee, Where Art Thou?](https://blog.acgworldwide.com/o-former-employee-where-art-thou)

Posted by [David J. Kupstas, FSA, EA, MSEA](https://blog.acgworldwide.com/author/david-j-kupstas-fsa-ea-msea) in [401(k)](https://blog.acgworldwide.com/topic/401k), [Retirement](https://blog.acgworldwide.com/topic/retirement), [Financial Planning](https://blog.acgworldwide.com/topic/financial-planning) with [No Comments](https://blog.acgworldwide.com/o-former-employee-where-art-thou#comments-listing)

You may remember the hit CBS television series Without a Trace from the previous decade. At the beginning of each episode, the FBI would learn of a person who had “gone missing.” Anthony LaPaglia’s character, Jack Malone, and his team of FBI special ...

June 11 2014

## [A Surprising Fact About Your 401(k) Plan and Beneficiary Designation](https://blog.acgworldwide.com/a-surprising-fact-about-your-401k-plan)

Posted by [Joné E. Liuzza, ERPA, QPA, QKA](https://blog.acgworldwide.com/author/joné-e-liuzza-erpa-qpa-qka) in [401(k)](https://blog.acgworldwide.com/topic/401k), [Retirement](https://blog.acgworldwide.com/topic/retirement) with [No Comments](https://blog.acgworldwide.com/a-surprising-fact-about-your-401k-plan#comments-listing)

Many plan participants do not know their 401(k) plan beneficiary designation supersedes a will or trust. Consider a beneficiary designation a legally binding document without an expiration date.

March 25 2014

## [PPA Restatement for most IRS 401(a) Proﬁt Sharing and 401(k) Plans](https://blog.acgworldwide.com/ppa-restatement-for-most-irs-401a-proﬁt-sharing-and-401k-plans)

Posted by [J. Saunders Wiggins, CFP®, AIF®](https://blog.acgworldwide.com/author/j-saunders-wiggins-cfp-aif) in [401(k)](https://blog.acgworldwide.com/topic/401k), [Retirement](https://blog.acgworldwide.com/topic/retirement) with [No Comments](https://blog.acgworldwide.com/ppa-restatement-for-most-irs-401a-proﬁt-sharing-and-401k-plans#comments-listing)

In 2014, the IRS is expected to issue approval for the pre-approved 401(a) and 401(k) plan documents that have been updated to comply with tax law changes since the previous restatement mandated by the IRS.

[« Previous](https://blog.acgworldwide.com/topic/401k/page/10) [7](https://blog.acgworldwide.com/topic/401k/page/7) [8](https://blog.acgworldwide.com/topic/401k/page/8) [9](https://blog.acgworldwide.com/topic/401k/page/9) [10](https://blog.acgworldwide.com/topic/401k/page/10) 11 [All posts](https://blog.acgworldwide.com/all)

### Subscribe to Email Updates

### Posts by Topic

- [401(k) (105)](https://blog.acgworldwide.com/topic/401k)
- [Retirement (105)](https://blog.acgworldwide.com/topic/retirement)
- [Monthly Insights (80)](https://blog.acgworldwide.com/topic/monthly-insights)
- [Financial Planning (62)](https://blog.acgworldwide.com/topic/financial-planning)
- [Investments (50)](https://blog.acgworldwide.com/topic/investments)
- [Wealth Management (37)](https://blog.acgworldwide.com/topic/wealth-management)
- [Market Performance (28)](https://blog.acgworldwide.com/topic/market-performance)
- [defined contribution (21)](https://blog.acgworldwide.com/topic/defined-contribution)
- [Tax Strategy (16)](https://blog.acgworldwide.com/topic/tax-strategy)
- [defined benefit (16)](https://blog.acgworldwide.com/topic/defined-benefit)
- [retirement plan (10)](https://blog.acgworldwide.com/topic/retirement-plan)
- [Compilation (9)](https://blog.acgworldwide.com/topic/compilation)
- [covid-19 (6)](https://blog.acgworldwide.com/topic/covid-19)
- [qualified plan (6)](https://blog.acgworldwide.com/topic/qualified-plan)
- [Asset Allocation (5)](https://blog.acgworldwide.com/topic/asset-allocation)
- [distribution planning (5)](https://blog.acgworldwide.com/topic/distribution-planning)
- [irs (5)](https://blog.acgworldwide.com/topic/irs)
- [Third Party Administration (4)](https://blog.acgworldwide.com/topic/third-party-administration)
- [participant loan (4)](https://blog.acgworldwide.com/topic/participant-loan)
- [pbgc (4)](https://blog.acgworldwide.com/topic/pbgc)
- [secure act (4)](https://blog.acgworldwide.com/topic/secure-act)
- [TPA (3)](https://blog.acgworldwide.com/topic/tpa)
- [defined benefit funding (3)](https://blog.acgworldwide.com/topic/defined-benefit-funding)
- [fiduciary obligation (3)](https://blog.acgworldwide.com/topic/fiduciary-obligation)
- [options (3)](https://blog.acgworldwide.com/topic/options)
- [social security (3)](https://blog.acgworldwide.com/topic/social-security)
- [IRA (2)](https://blog.acgworldwide.com/topic/ira)
- [Roth (2)](https://blog.acgworldwide.com/topic/roth)
- [SEP (2)](https://blog.acgworldwide.com/topic/sep)
- [SIMPLE (2)](https://blog.acgworldwide.com/topic/simple)
- [combo plan (2)](https://blog.acgworldwide.com/topic/combo-plan)
- [coronavirus (2)](https://blog.acgworldwide.com/topic/coronavirus)
- [cross-tested (2)](https://blog.acgworldwide.com/topic/cross-tested)
- [70 1/2 (1)](https://blog.acgworldwide.com/topic/70-1-2)
- [ADP test (1)](https://blog.acgworldwide.com/topic/adp-test)
- [Case Study (1)](https://blog.acgworldwide.com/topic/case-study)
- [Donor Advised Fund (1)](https://blog.acgworldwide.com/topic/donor-advised-fund)
- [RMD (1)](https://blog.acgworldwide.com/topic/rmd)
- [SECURE 2.0 (1)](https://blog.acgworldwide.com/topic/secure-2-0)
- [alternative defined contribution plan (1)](https://blog.acgworldwide.com/topic/alternative-defined-contribution-plan)
- [beneficiary (1)](https://blog.acgworldwide.com/topic/beneficiary)
- [cash balance (1)](https://blog.acgworldwide.com/topic/cash-balance)
- [catch-up contribution (1)](https://blog.acgworldwide.com/topic/catch-up-contribution)
- [collars (1)](https://blog.acgworldwide.com/topic/collars)
- [contribution (1)](https://blog.acgworldwide.com/topic/contribution)
- [death (1)](https://blog.acgworldwide.com/topic/death)
- [deductions (1)](https://blog.acgworldwide.com/topic/deductions)
- [epcrs (1)](https://blog.acgworldwide.com/topic/epcrs)
- [form 5500 (1)](https://blog.acgworldwide.com/topic/form-5500)
- [funding deadline (1)](https://blog.acgworldwide.com/topic/funding-deadline)
- [hardship (1)](https://blog.acgworldwide.com/topic/hardship)
- [integrated (1)](https://blog.acgworldwide.com/topic/integrated)
- [interval funds (1)](https://blog.acgworldwide.com/topic/interval-funds)
- [late deposits (1)](https://blog.acgworldwide.com/topic/late-deposits)
- [mega backdoor roth ira (1)](https://blog.acgworldwide.com/topic/mega-backdoor-roth-ira)
- [mistake of fact (1)](https://blog.acgworldwide.com/topic/mistake-of-fact)
- [nonspouse (1)](https://blog.acgworldwide.com/topic/nonspouse)
- [pension (1)](https://blog.acgworldwide.com/topic/pension)
- [plan termination (1)](https://blog.acgworldwide.com/topic/plan-termination)
- [put writing (1)](https://blog.acgworldwide.com/topic/put-writing)
- [required minimum distribution (1)](https://blog.acgworldwide.com/topic/required-minimum-distribution)
- [roth ira (1)](https://blog.acgworldwide.com/topic/roth-ira)
- [successor plan (1)](https://blog.acgworldwide.com/topic/successor-plan)
- [vcp (1)](https://blog.acgworldwide.com/topic/vcp)

see all

#### Phone: 800-231-6409 or 804-323-1886 | Fax: 804-323-1889

©2026 ACG Worldwide. All Rights Reserved.

ACG Wealth Management is a registered investment advisor with the Securities & Exchange Commission. If you would like to receive a copy of Form ADV, Part II please feel free to contact us at (804) 323-1886 or webmaster@acgwealthmanagement.com.

[Important Disclosures](http://www.acgworldwide.com/acg-live/website-disclosure/)