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401(k) Plans

19,381 topics in this forum

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

    By Tom,
    • 4 replies
    • 1.7k views

  2. SPD Requirement

    By Bruce1,
    • 7 replies
    • 965 views

  3. Roth Contributions

    By thepensionmaven,
    • 3 replies
    • 1.1k views

  4. 401-k Plan Merger

    By KevinMc,
    • 2 replies
    • 643 views

  5. Delinquent Contributions caused by payroll company

    By TPApril,
    • 5 replies
    • 1.4k views

  6. Schedule MEP, and Working Owner

    By justanotheradmin,
    • 3 replies
    • 760 views

  7. Solo 401k RMD

    By rtheis,   
    • 9 replies
    • 1.3k views

  8. FT William Loan Procedures / QDRO Procedures

    By austin3515,
    • 6 replies
    • 687 views

  9. Automatic Enrollment Exemption for New Firms

    By Below Ground,
    • 5 replies
    • 1.3k views

  10. adjustable loan interest rate

    By jeff mandell,
    • 7 replies
    • 1.3k views

  11. add match with prior year testing - issues?

    By AlbanyConsultant,
    • 5 replies
    • 926 views

  12. Automatic Enrollment Opt-Out

    By John K,
    • 1 reply
    • 689 views

  13. Participant Count

    By In House Counsel,
    • 2 replies
    • 577 views

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

    By Jakyasar,
    • 3 replies
    • 1k views

  15. Fixed Match limit

    By ejohnke,
    • 3 replies
    • 609 views

  16. New catch-up rules

    By Jakyasar,
    • 2 replies
    • 519 views

  17. 20% Mandatory Withholding

    By rblum50,
    • 3 replies
    • 967 views

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

    By Peter Gulia,
    • 0 replies
    • 402 views

  19. Pooled Employer Plan

    By TH 401k,
    • 4 replies
    • 802 views

  20. Distribution Approval and Security

    By Tom,
    • 5 replies
    • 1.8k views

  21. Sole props deferral election after year end

    By Jakyasar,
    • 2 replies
    • 724 views

  22. Self-Certified Hardship withdrawal

    By alwaysaquestion,
    • 4 replies
    • 1.1k views

  23. ADP refund question

    By roy819,
    • 9 replies
    • 2.7k views

  24. super catch-up and plan contribution limit

    By Tom,
    • 1 reply
    • 789 views

  25. RMDs and Taxes

    By ratherbereading,
    • 1 reply
    • 600 views

  26. Overpayment recoupment after Notice 2024-77

    By FormsRstillmylife,
    • 1 reply
    • 848 views

  27. PEP - Auto Enrollment Requirement

    By 52626,
    • 1 reply
    • 577 views

  28. Catch-up 60-63 clarification

    By Tom,
    • 8 replies
    • 17.8k views

  29. Oppose 401A Payout

    By Ron J,
    • 6 replies
    • 707 views

  30. Elapsed Time - Eligibility - Rehire

    By Keith Lowery,
    • 5 replies
    • 1.3k views

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

    By Peter Gulia,
    • 10 replies
    • 936 views

  32. Mega Backdoor Roth Contribution Questions

    By metsfan026,
    • 2 replies
    • 1.5k views

  33. 401 K

    By lian bawi,
    • 1 reply
    • 427 views

  34. Subsequent Eligibility Computation Periods

    By ejohnke,
    • 7 replies
    • 1.3k views

  35. quick mini-survey on bundled provider

    By truphao,
    • 6 replies
    • 838 views

  36. Missed Deferral Opportunity - with a twist

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

  37. automatic enrollment - grace period first deferral

    By LMK TPA,
    • 2 replies
    • 1.5k views

  38. 401K Loan - How Is Prime Interest Rate Determined?

    By R. Scott,
    • 2 replies
    • 6.2k views

  39. Requirements for Long Term Part Time Employees

    By KevinMc,
    • 2 replies
    • 503 views

  40. Auto Enroll Requirement under SECURE 2.O

    By FishOn,
    • 1 reply
    • 646 views

  41. Safe Harbor and Profit Sharing - Testing

    By SMB_VT,
    • 5 replies
    • 2.5k views

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

    By BG5150,
    • 3 replies
    • 1.2k views

  43. Qualifying Student Loan Repayments

    By austin3515,
    • 1 reply
    • 489 views

  44. Deferral accrual - part of a pay period?

    By AlbanyConsultant,
    • 5 replies
    • 897 views

  45. Contributing to Solo 401k but has eligible EE

    By pj20,
    • 3 replies
    • 916 views

  46. SECURE 2.0 distributions - protected benefit?

    By MQS0413,
    • 6 replies
    • 2k views

  47. Change in Sponsor's Business Arrangement

    By J Simmons,
    • 1 reply
    • 499 views

  48. IRS COLA Announement is Missing Something Important

    By austin3515,
    • 12 replies
    • 1.1k views

  49. Contribution to Plan before Effective Date

    By John K,
    • 7 replies
    • 1.1k views

  50. 2025 super catchup

    By Tom,
    • 7 replies
    • 1.2k views
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