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401(k) Plans

19,334 topics in this forum

  1. Testing Related Group Plans

    By 415 Limit,
    • 6 replies
    • 859 views

  2. 401(k) Corrective Distributions Calculation

    By Renafesq,
    • 2 replies
    • 614 views

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

    By Tom,
    • 4 replies
    • 1.6k views

  4. SPD Requirement

    By Bruce1,
    • 7 replies
    • 924 views

  5. Roth Contributions

    By thepensionmaven,
    • 3 replies
    • 1k views

  6. 401-k Plan Merger

    By KevinMc,
    • 2 replies
    • 617 views

  7. Delinquent Contributions caused by payroll company

    By TPApril,
    • 5 replies
    • 1.3k views

  8. Schedule MEP, and Working Owner

    By justanotheradmin,
    • 3 replies
    • 704 views

  9. Solo 401k RMD

    By rtheis,   
    • 9 replies
    • 1.1k views

  10. FT William Loan Procedures / QDRO Procedures

    By austin3515,
    • 6 replies
    • 616 views

  11. Automatic Enrollment Exemption for New Firms

    By Below Ground,
    • 5 replies
    • 1.1k views

  12. adjustable loan interest rate

    By jeff mandell,
    • 7 replies
    • 1.2k views

  13. add match with prior year testing - issues?

    By AlbanyConsultant,
    • 5 replies
    • 870 views

  14. Automatic Enrollment Opt-Out

    By John K,
    • 1 reply
    • 651 views

  15. Participant Count

    By In House Counsel,
    • 2 replies
    • 550 views

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

    By Jakyasar,
    • 3 replies
    • 968 views

  17. Fixed Match limit

    By ejohnke,
    • 3 replies
    • 584 views

  18. New catch-up rules

    By Jakyasar,
    • 2 replies
    • 495 views

  19. 20% Mandatory Withholding

    By rblum50,
    • 3 replies
    • 861 views

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

    By Peter Gulia,
    • 0 replies
    • 377 views

  21. Pooled Employer Plan

    By TH 401k,
    • 4 replies
    • 740 views

  22. Distribution Approval and Security

    By Tom,
    • 5 replies
    • 1.6k views

  23. Sole props deferral election after year end

    By Jakyasar,
    • 2 replies
    • 681 views

  24. Self-Certified Hardship withdrawal

    By alwaysaquestion,
    • 4 replies
    • 996 views

  25. ADP refund question

    By roy819,
    • 9 replies
    • 2.2k views

  26. super catch-up and plan contribution limit

    By Tom,
    • 1 reply
    • 746 views

  27. RMDs and Taxes

    By ratherbereading,
    • 1 reply
    • 584 views

  28. Overpayment recoupment after Notice 2024-77

    By FormsRstillmylife,
    • 1 reply
    • 800 views

  29. PEP - Auto Enrollment Requirement

    By 52626,
    • 1 reply
    • 558 views

  30. Catch-up 60-63 clarification

    By Tom,
    • 8 replies
    • 16.1k views

  31. Oppose 401A Payout

    By Ron J,
    • 6 replies
    • 673 views

  32. Elapsed Time - Eligibility - Rehire

    By Keith Lowery,
    • 5 replies
    • 1.1k views

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

    By Peter Gulia,
    • 10 replies
    • 892 views

  34. Mega Backdoor Roth Contribution Questions

    By metsfan026,
    • 2 replies
    • 1.3k views

  35. 401 K

    By lian bawi,
    • 1 reply
    • 419 views

  36. Subsequent Eligibility Computation Periods

    By ejohnke,
    • 7 replies
    • 1.2k views

  37. quick mini-survey on bundled provider

    By truphao,
    • 6 replies
    • 770 views

  38. Missed Deferral Opportunity - with a twist

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

  39. automatic enrollment - grace period first deferral

    By LMK TPA,
    • 2 replies
    • 1.4k views

  40. 401K Loan - How Is Prime Interest Rate Determined?

    By R. Scott,
    • 2 replies
    • 5.4k views

  41. Requirements for Long Term Part Time Employees

    By KevinMc,
    • 2 replies
    • 473 views

  42. Auto Enroll Requirement under SECURE 2.O

    By FishOn,
    • 1 reply
    • 609 views

  43. Safe Harbor and Profit Sharing - Testing

    By SMB_VT,
    • 5 replies
    • 2.2k views

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

    By BG5150,
    • 3 replies
    • 1.1k views

  45. Qualifying Student Loan Repayments

    By austin3515,
    • 1 reply
    • 440 views

  46. Deferral accrual - part of a pay period?

    By AlbanyConsultant,
    • 5 replies
    • 861 views

  47. Contributing to Solo 401k but has eligible EE

    By pj20,
    • 3 replies
    • 850 views

  48. SECURE 2.0 distributions - protected benefit?

    By MQS0413,
    • 6 replies
    • 1.8k views

  49. Change in Sponsor's Business Arrangement

    By J Simmons,
    • 1 reply
    • 481 views

  50. IRS COLA Announement is Missing Something Important

    By austin3515,
    • 12 replies
    • 1k views
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