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401(k) Plans

19,317 topics in this forum

  1. New catch-up rules

    By Jakyasar,
    • 2 replies
    • 483 views

  2. 20% Mandatory Withholding

    By rblum50,
    • 3 replies
    • 822 views

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

    By Peter Gulia,
    • 0 replies
    • 366 views

  4. Pooled Employer Plan

    By TH 401k,
    • 4 replies
    • 721 views

  5. Distribution Approval and Security

    By Tom,
    • 5 replies
    • 1.6k views

  6. Sole props deferral election after year end

    By Jakyasar,
    • 2 replies
    • 665 views

  7. Self-Certified Hardship withdrawal

    By alwaysaquestion,
    • 4 replies
    • 974 views

  8. ADP refund question

    By roy819,
    • 9 replies
    • 2.1k views

  9. super catch-up and plan contribution limit

    By Tom,
    • 1 reply
    • 730 views

  10. RMDs and Taxes

    By ratherbereading,
    • 1 reply
    • 568 views

  11. Overpayment recoupment after Notice 2024-77

    By FormsRstillmylife,
    • 1 reply
    • 790 views

  12. PEP - Auto Enrollment Requirement

    By 52626,
    • 1 reply
    • 545 views

  13. Catch-up 60-63 clarification

    By Tom,
    • 8 replies
    • 15.1k views

  14. Oppose 401A Payout

    By Ron J,
    • 6 replies
    • 660 views

  15. Elapsed Time - Eligibility - Rehire

    By Keith Lowery,
    • 5 replies
    • 1.1k views

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

    By Peter Gulia,
    • 10 replies
    • 870 views

  17. Mega Backdoor Roth Contribution Questions

    By metsfan026,
    • 2 replies
    • 1.2k views

  18. 401 K

    By lian bawi,
    • 1 reply
    • 414 views

  19. Subsequent Eligibility Computation Periods

    By ejohnke,
    • 7 replies
    • 1.2k views

  20. quick mini-survey on bundled provider

    By truphao,
    • 6 replies
    • 739 views

  21. Missed Deferral Opportunity - with a twist

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

  22. automatic enrollment - grace period first deferral

    By LMK TPA,
    • 2 replies
    • 1.3k views

  23. 401K Loan - How Is Prime Interest Rate Determined?

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

  24. Requirements for Long Term Part Time Employees

    By KevinMc,
    • 2 replies
    • 463 views

  25. Auto Enroll Requirement under SECURE 2.O

    By FishOn,
    • 1 reply
    • 588 views

  26. Safe Harbor and Profit Sharing - Testing

    By SMB_VT,
    • 5 replies
    • 2.1k views

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

    By BG5150,
    • 3 replies
    • 1.1k views

  28. Qualifying Student Loan Repayments

    By austin3515,
    • 1 reply
    • 427 views

  29. Deferral accrual - part of a pay period?

    By AlbanyConsultant,
    • 5 replies
    • 846 views

  30. Contributing to Solo 401k but has eligible EE

    By pj20,
    • 3 replies
    • 823 views

  31. SECURE 2.0 distributions - protected benefit?

    By MQS0413,
    • 6 replies
    • 1.7k views

  32. Change in Sponsor's Business Arrangement

    By J Simmons,
    • 1 reply
    • 472 views

  33. IRS COLA Announement is Missing Something Important

    By austin3515,
    • 12 replies
    • 1k views

  34. Contribution to Plan before Effective Date

    By John K,
    • 7 replies
    • 1k views

  35. 2025 super catchup

    By Tom,
    • 7 replies
    • 1.1k views

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

    By Jim Chad,
    • 3 replies
    • 810 views

  37. Eligibility for Hardship Distribution

    By metsfan026,
    • 5 replies
    • 1.2k views

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

    By gregburst,
    • 2 replies
    • 614 views

  39. 2025’s limits on early-out distributions

    By Peter Gulia,
    • 3 replies
    • 490 views

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

    By AlbanyConsultant,
    • 0 replies
    • 521 views

  41. 401k In Plan Roth Conversion Limitations

    By MGOAdmin,   
    • 3 replies
    • 1.3k views

  42. Discrim testing Term <500 hours

    By Tom,
    • 5 replies
    • 726 views

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

    By Belgarath,
    • 6 replies
    • 2.6k views

  44. ADP Test Incorrect/ HCE Refunded Too Much

    By tpacpa,
    • 5 replies
    • 5.2k views

  45. RMDs from Roth Accountss

    By austin3515,
    • 3 replies
    • 532 views

  46. Large plan delinquent deposit determination

    By TPApril,
    • 9 replies
    • 1.2k views

  47. Missed Auto-Enrollment Contributions

    By metsfan026,
    • 5 replies
    • 780 views

  48. Secure 2.0 Question

    By KevinMc,
    • 2 replies
    • 709 views

  49. QACA Safe Harbor Match - and Cash Tips - how to apply def %

    By justanotheradmin,
    • 0 replies
    • 328 views

  50. Terminating from a PEP

    By Keith Lowery,
    • 13 replies
    • 2.9k views
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