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401(k) Plans

19,317 topics in this forum

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

    By Renee H,
    • 4 replies
    • 988 views

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

    By RetirementGal86,
    • 2 replies
    • 970 views

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

    By campy,
    • 2 replies
    • 807 views

  4. Compliance Testing for a Co-Op

    By metsfan026,
    • 1 reply
    • 590 views

  5. First Year of Roth

    By Brenda Wren,
    • 2 replies
    • 1.1k views

  6. 401(k) Corrective Distributions Calculation

    By Renafesq,
    • 2 replies
    • 603 views

  7. Roth Contributions

    By thepensionmaven,
    • 3 replies
    • 1k views

  8. LTPT Exhaustion

    By thepensionmaven,
    • 4 replies
    • 974 views

  9. Form 5330

    By 52626,
    • 6 replies
    • 865 views

  10. SPD Requirement

    By Bruce1,
    • 7 replies
    • 909 views

  11. 401-k Plan Merger

    By KevinMc,
    • 2 replies
    • 604 views

  12. Delinquent Contributions caused by payroll company

    By TPApril,
    • 5 replies
    • 1.3k views

  13. FT William Loan Procedures / QDRO Procedures

    By austin3515,
    • 6 replies
    • 606 views

  14. Solo 401k RMD

    By rtheis,   
    • 9 replies
    • 1.1k views

  15. Testing Related Group Plans

    By 415 Limit,
    • 6 replies
    • 850 views

  16. Automatic Enrollment Opt-Out

    By John K,
    • 1 reply
    • 632 views

  17. Voluntary employee contributions (after-tax), associated match and distribution timing

    By WCC,
    • 2 replies
    • 1.1k views

  18. add match with prior year testing - issues?

    By AlbanyConsultant,
    • 5 replies
    • 845 views

  19. Participant Count

    By In House Counsel,
    • 2 replies
    • 538 views

  20. Schedule MEP, and Working Owner

    By justanotheradmin,
    • 3 replies
    • 690 views

  21. Fixed Match limit

    By ejohnke,
    • 3 replies
    • 571 views

  22. New catch-up rules

    By Jakyasar,
    • 2 replies
    • 483 views

  23. 20% Mandatory Withholding

    By rblum50,
    • 3 replies
    • 824 views

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

    By Peter Gulia,
    • 0 replies
    • 366 views

  25. Pooled Employer Plan

    By TH 401k,
    • 4 replies
    • 723 views

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

    By Jakyasar,
    • 3 replies
    • 951 views

  27. Sole props deferral election after year end

    By Jakyasar,
    • 2 replies
    • 667 views

  28. Distribution Approval and Security

    By Tom,
    • 5 replies
    • 1.6k views

  29. ADP refund question

    By roy819,
    • 9 replies
    • 2.1k views

  30. Self-Certified Hardship withdrawal

    By alwaysaquestion,
    • 4 replies
    • 975 views

  31. super catch-up and plan contribution limit

    By Tom,
    • 1 reply
    • 732 views

  32. Automatic Enrollment Exemption for New Firms

    By Below Ground,
    • 5 replies
    • 1.1k views

  33. RMDs and Taxes

    By ratherbereading,
    • 1 reply
    • 569 views

  34. Overpayment recoupment after Notice 2024-77

    By FormsRstillmylife,
    • 1 reply
    • 790 views

  35. Catch-up 60-63 clarification

    By Tom,
    • 8 replies
    • 15.1k views

  36. Oppose 401A Payout

    By Ron J,
    • 6 replies
    • 660 views

  37. Elapsed Time - Eligibility - Rehire

    By Keith Lowery,
    • 5 replies
    • 1.1k views

  38. Mega Backdoor Roth Contribution Questions

    By metsfan026,
    • 2 replies
    • 1.2k views

  39. adjustable loan interest rate

    By jeff mandell,
    • 7 replies
    • 1.2k views

  40. 401 K

    By lian bawi,
    • 1 reply
    • 414 views

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

    By Peter Gulia,
    • 10 replies
    • 870 views

  42. automatic enrollment - grace period first deferral

    By LMK TPA,
    • 2 replies
    • 1.3k views

  43. 401K Loan - How Is Prime Interest Rate Determined?

    By R. Scott,
    • 2 replies
    • 5.1k views

  44. Missed Deferral Opportunity - with a twist

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

  45. Requirements for Long Term Part Time Employees

    By KevinMc,
    • 2 replies
    • 463 views

  46. Auto Enroll Requirement under SECURE 2.O

    By FishOn,
    • 1 reply
    • 588 views

  47. Subsequent Eligibility Computation Periods

    By ejohnke,
    • 7 replies
    • 1.2k views

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

    By BG5150,
    • 3 replies
    • 1.1k views

  49. quick mini-survey on bundled provider

    By truphao,
    • 6 replies
    • 739 views

  50. Qualifying Student Loan Repayments

    By austin3515,
    • 1 reply
    • 427 views
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