Jump to content

401(k) Plans

19,294 topics in this forum

  1. Controlled Group, Affiliated Service Group or Multi-Employer Plan

    By Renee H,
    • 4 replies
    • 924 views

  2. Multiple Vesting Schedules in a 401(k) Plan

    By RetirementGal86,
    • 2 replies
    • 900 views

  3. In-house payroll system programmed to allow catchup capped at $7500

    By campy,
    • 2 replies
    • 743 views

  4. Safe Harbor Coverage/exclusion

    By Bruce1,
    • 1 reply
    • 670 views

  5. Compliance Testing for a Co-Op

    By metsfan026,
    • 1 reply
    • 555 views

  6. First Year of Roth

    By Brenda Wren,
    • 2 replies
    • 1k views

  7. LTPT Exhaustion

    By thepensionmaven,
    • 4 replies
    • 966 views

  8. Testing Related Group Plans

    By 415 Limit,
    • 6 replies
    • 823 views

  9. 401(k) Corrective Distributions Calculation

    By Renafesq,
    • 2 replies
    • 586 views

  10. Withholding as Pretax for 2022 when should have been Roth

    By Tom,
    • 4 replies
    • 1.5k views

  11. SPD Requirement

    By Bruce1,
    • 7 replies
    • 882 views

  12. Roth Contributions

    By thepensionmaven,
    • 3 replies
    • 1k views

  13. 401-k Plan Merger

    By KevinMc,
    • 2 replies
    • 581 views

  14. Form 5330

    By 52626,
    • 5 replies
    • 771 views

  15. Delinquent Contributions caused by payroll company

    By TPApril,
    • 5 replies
    • 1.2k views

  16. Schedule MEP, and Working Owner

    By justanotheradmin,
    • 3 replies
    • 665 views

  17. Solo 401k RMD

    By rtheis,   
    • 9 replies
    • 1.1k views

  18. FT William Loan Procedures / QDRO Procedures

    By austin3515,
    • 6 replies
    • 586 views

  19. Automatic Enrollment Exemption for New Firms

    By Below Ground,
    • 5 replies
    • 1k views

  20. adjustable loan interest rate

    By jeff mandell,
    • 7 replies
    • 1.1k views

  21. add match with prior year testing - issues?

    By AlbanyConsultant,
    • 5 replies
    • 822 views

  22. Automatic Enrollment Opt-Out

    By John K,
    • 1 reply
    • 620 views

  23. Participant Count

    By In House Counsel,
    • 2 replies
    • 519 views

  24. Changing SH from basic match to 3% non-elective effective 1/1/2025

    By Jakyasar,
    • 3 replies
    • 930 views

  25. Fixed Match limit

    By ejohnke,
    • 3 replies
    • 560 views

  26. New catch-up rules

    By Jakyasar,
    • 2 replies
    • 473 views

  27. 20% Mandatory Withholding

    By rblum50,
    • 3 replies
    • 796 views

  28. Which early-out distribution amounts are inflation-adjusted?

    By Peter Gulia,
    • 0 replies
    • 355 views

  29. Pooled Employer Plan

    By TH 401k,
    • 4 replies
    • 698 views

  30. Distribution Approval and Security

    By Tom,
    • 5 replies
    • 1.5k views

  31. Sole props deferral election after year end

    By Jakyasar,
    • 2 replies
    • 638 views

  32. Self-Certified Hardship withdrawal

    By alwaysaquestion,
    • 4 replies
    • 954 views

  33. ADP refund question

    By roy819,
    • 9 replies
    • 2k views

  34. super catch-up and plan contribution limit

    By Tom,
    • 1 reply
    • 715 views

  35. RMDs and Taxes

    By ratherbereading,
    • 1 reply
    • 554 views

  36. Overpayment recoupment after Notice 2024-77

    By FormsRstillmylife,
    • 1 reply
    • 776 views

  37. PEP - Auto Enrollment Requirement

    By 52626,
    • 1 reply
    • 531 views

  38. Catch-up 60-63 clarification

    By Tom,
    • 8 replies
    • 13.2k views

  39. Oppose 401A Payout

    By Ron J,
    • 6 replies
    • 647 views

  40. Elapsed Time - Eligibility - Rehire

    By Keith Lowery,
    • 5 replies
    • 1.1k views

  41. Does a recordkeeper presume a plan sponsor adopts a § 414A automatic-enrollment arrangement?

    By Peter Gulia,
    • 10 replies
    • 852 views

  42. Mega Backdoor Roth Contribution Questions

    By metsfan026,
    • 2 replies
    • 1.1k views

  43. 401 K

    By lian bawi,
    • 1 reply
    • 409 views

  44. Subsequent Eligibility Computation Periods

    By ejohnke,
    • 7 replies
    • 1.1k views

  45. quick mini-survey on bundled provider

    By truphao,
    • 6 replies
    • 702 views

  46. Missed Deferral Opportunity - with a twist

    By Kattdogg12,
    • 1 reply
    • 533 views
    • Bri
    • Bri

  47. automatic enrollment - grace period first deferral

    By LMK TPA,
    • 2 replies
    • 1.2k views

  48. 401K Loan - How Is Prime Interest Rate Determined?

    By R. Scott,
    • 2 replies
    • 4.3k views

  49. Requirements for Long Term Part Time Employees

    By KevinMc,
    • 2 replies
    • 447 views

  50. Auto Enroll Requirement under SECURE 2.O

    By FishOn,
    • 1 reply
    • 562 views
×
×
  • Create New...

Important Information

Terms of Use

  I accept