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401(k) Plans

19,275 topics in this forum

  1. adjustable loan interest rate

    By jeff mandell,
    • 7 replies
    • 1.1k views

  2. add match with prior year testing - issues?

    By AlbanyConsultant,
    • 5 replies
    • 807 views

  3. Automatic Enrollment Opt-Out

    By John K,
    • 1 reply
    • 604 views

  4. Participant Count

    By In House Counsel,
    • 2 replies
    • 503 views

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

    By Jakyasar,
    • 3 replies
    • 922 views

  6. Fixed Match limit

    By ejohnke,
    • 3 replies
    • 551 views

  7. New catch-up rules

    By Jakyasar,
    • 2 replies
    • 465 views

  8. 20% Mandatory Withholding

    By rblum50,
    • 3 replies
    • 788 views

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

    By Peter Gulia,
    • 0 replies
    • 341 views

  10. Pooled Employer Plan

    By TH 401k,
    • 4 replies
    • 682 views

  11. Distribution Approval and Security

    By Tom,
    • 5 replies
    • 1.4k views

  12. Sole props deferral election after year end

    By Jakyasar,
    • 2 replies
    • 628 views

  13. Self-Certified Hardship withdrawal

    By alwaysaquestion,
    • 4 replies
    • 942 views

  14. ADP refund question

    By roy819,
    • 9 replies
    • 2k views

  15. super catch-up and plan contribution limit

    By Tom,
    • 1 reply
    • 704 views

  16. RMDs and Taxes

    By ratherbereading,
    • 1 reply
    • 546 views

  17. Overpayment recoupment after Notice 2024-77

    By FormsRstillmylife,
    • 1 reply
    • 767 views

  18. PEP - Auto Enrollment Requirement

    By 52626,
    • 1 reply
    • 527 views

  19. Catch-up 60-63 clarification

    By Tom,
    • 8 replies
    • 12.3k views

  20. Oppose 401A Payout

    By Ron J,
    • 6 replies
    • 636 views

  21. Elapsed Time - Eligibility - Rehire

    By Keith Lowery,
    • 5 replies
    • 1k views

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

    By Peter Gulia,
    • 10 replies
    • 841 views

  23. Mega Backdoor Roth Contribution Questions

    By metsfan026,
    • 2 replies
    • 1.1k views

  24. 401 K

    By lian bawi,
    • 1 reply
    • 406 views

  25. Subsequent Eligibility Computation Periods

    By ejohnke,
    • 7 replies
    • 1.1k views

  26. quick mini-survey on bundled provider

    By truphao,
    • 6 replies
    • 685 views

  27. Missed Deferral Opportunity - with a twist

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

  28. automatic enrollment - grace period first deferral

    By LMK TPA,
    • 2 replies
    • 1.2k views

  29. 401K Loan - How Is Prime Interest Rate Determined?

    By R. Scott,
    • 2 replies
    • 3.7k views

  30. Requirements for Long Term Part Time Employees

    By KevinMc,
    • 2 replies
    • 434 views

  31. Auto Enroll Requirement under SECURE 2.O

    By FishOn,
    • 1 reply
    • 543 views

  32. Safe Harbor and Profit Sharing - Testing

    By SMB_VT,
    • 5 replies
    • 1.9k views

  33. Comp for match--stop match after the limit?

    By BG5150,
    • 3 replies
    • 1.1k views

  34. Qualifying Student Loan Repayments

    By austin3515,
    • 1 reply
    • 405 views

  35. Deferral accrual - part of a pay period?

    By AlbanyConsultant,
    • 5 replies
    • 818 views

  36. Contributing to Solo 401k but has eligible EE

    By pj20,
    • 3 replies
    • 748 views

  37. SECURE 2.0 distributions - protected benefit?

    By MQS0413,
    • 6 replies
    • 1.6k views

  38. Change in Sponsor's Business Arrangement

    By J Simmons,
    • 1 reply
    • 449 views

  39. IRS COLA Announement is Missing Something Important

    By austin3515,
    • 12 replies
    • 975 views

  40. Contribution to Plan before Effective Date

    By John K,
    • 7 replies
    • 964 views

  41. 2025 super catchup

    By Tom,
    • 7 replies
    • 1k views

  42. HCE's limited to 4.5% deferral. An HCE that termed deferred 28%. How to correct ADP test?

    By Jim Chad,
    • 3 replies
    • 765 views

  43. Eligibility for Hardship Distribution

    By metsfan026,
    • 5 replies
    • 1.1k views

  44. QACA default rate escalate to 6% or 10%

    By gregburst,
    • 2 replies
    • 591 views

  45. 2025’s limits on early-out distributions

    By Peter Gulia,
    • 3 replies
    • 465 views

  46. Dad does asset sale to son: successor plan?

    By AlbanyConsultant,
    • 0 replies
    • 493 views

  47. 401k In Plan Roth Conversion Limitations

    By MGOAdmin,   
    • 3 replies
    • 1.1k views

  48. Discrim testing Term <500 hours

    By Tom,
    • 5 replies
    • 673 views

  49. SECURE 2.0 2025 auto-enrollment applying to LTPT employees?

    By Belgarath,
    • 6 replies
    • 2.3k views

  50. ADP Test Incorrect/ HCE Refunded Too Much

    By tpacpa,
    • 5 replies
    • 5.1k views
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