Jump to content

401(k) Plans

19,362 topics in this forum

  1. Sole props deferral election after year end

    By Jakyasar,
    • 2 replies
    • 701 views

  2. Self-Certified Hardship withdrawal

    By alwaysaquestion,
    • 4 replies
    • 1k views

  3. ADP refund question

    By roy819,
    • 9 replies
    • 2.4k views

  4. super catch-up and plan contribution limit

    By Tom,
    • 1 reply
    • 764 views

  5. RMDs and Taxes

    By ratherbereading,
    • 1 reply
    • 589 views

  6. Overpayment recoupment after Notice 2024-77

    By FormsRstillmylife,
    • 1 reply
    • 821 views

  7. PEP - Auto Enrollment Requirement

    By 52626,
    • 1 reply
    • 564 views

  8. Catch-up 60-63 clarification

    By Tom,
    • 8 replies
    • 17.2k views

  9. Oppose 401A Payout

    By Ron J,
    • 6 replies
    • 689 views

  10. Elapsed Time - Eligibility - Rehire

    By Keith Lowery,
    • 5 replies
    • 1.2k views

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

    By Peter Gulia,
    • 10 replies
    • 911 views

  12. Mega Backdoor Roth Contribution Questions

    By metsfan026,
    • 2 replies
    • 1.4k views

  13. 401 K

    By lian bawi,
    • 1 reply
    • 421 views

  14. Subsequent Eligibility Computation Periods

    By ejohnke,
    • 7 replies
    • 1.3k views

  15. quick mini-survey on bundled provider

    By truphao,
    • 6 replies
    • 817 views

  16. Missed Deferral Opportunity - with a twist

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

  17. automatic enrollment - grace period first deferral

    By LMK TPA,
    • 2 replies
    • 1.5k views

  18. 401K Loan - How Is Prime Interest Rate Determined?

    By R. Scott,
    • 2 replies
    • 5.8k views

  19. Requirements for Long Term Part Time Employees

    By KevinMc,
    • 2 replies
    • 494 views

  20. Auto Enroll Requirement under SECURE 2.O

    By FishOn,
    • 1 reply
    • 626 views

  21. Safe Harbor and Profit Sharing - Testing

    By SMB_VT,
    • 5 replies
    • 2.3k views

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

    By BG5150,
    • 3 replies
    • 1.2k views

  23. Qualifying Student Loan Repayments

    By austin3515,
    • 1 reply
    • 465 views

  24. Deferral accrual - part of a pay period?

    By AlbanyConsultant,
    • 5 replies
    • 880 views

  25. Contributing to Solo 401k but has eligible EE

    By pj20,
    • 3 replies
    • 879 views

  26. SECURE 2.0 distributions - protected benefit?

    By MQS0413,
    • 6 replies
    • 1.9k views

  27. Change in Sponsor's Business Arrangement

    By J Simmons,
    • 1 reply
    • 490 views

  28. IRS COLA Announement is Missing Something Important

    By austin3515,
    • 12 replies
    • 1.1k views

  29. Contribution to Plan before Effective Date

    By John K,
    • 7 replies
    • 1.1k views

  30. 2025 super catchup

    By Tom,
    • 7 replies
    • 1.2k views

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

    By Jim Chad,
    • 3 replies
    • 845 views

  32. Eligibility for Hardship Distribution

    By metsfan026,
    • 5 replies
    • 1.3k views

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

    By gregburst,
    • 2 replies
    • 641 views

  34. 2025’s limits on early-out distributions

    By Peter Gulia,
    • 3 replies
    • 529 views

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

    By AlbanyConsultant,
    • 0 replies
    • 552 views

  36. 401k In Plan Roth Conversion Limitations

    By MGOAdmin,   
    • 3 replies
    • 1.6k views

  37. Discrim testing Term <500 hours

    By Tom,
    • 5 replies
    • 816 views

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

    By Belgarath,
    • 6 replies
    • 2.8k views

  39. ADP Test Incorrect/ HCE Refunded Too Much

    By tpacpa,
    • 5 replies
    • 5.4k views

  40. RMDs from Roth Accountss

    By austin3515,
    • 3 replies
    • 554 views

  41. Large plan delinquent deposit determination

    By TPApril,
    • 9 replies
    • 1.4k views

  42. Missed Auto-Enrollment Contributions

    By metsfan026,
    • 5 replies
    • 838 views

  43. Secure 2.0 Question

    By KevinMc,
    • 2 replies
    • 777 views

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

    By justanotheradmin,
    • 0 replies
    • 347 views

  45. Terminating from a PEP

    By Keith Lowery,
    • 13 replies
    • 3.1k views

  46. Solo 401(k)

    By Dobber,
    • 1 reply
    • 454 views

  47. Late Filing - IRS Letter

    By kimso,
    • 1 reply
    • 566 views
    • WCC
    • WCC

  48. Failure to Deposit Elective Deferrals - SCP or VCP

    By John K,
    • 1 reply
    • 520 views

  49. Definition of Compensation - excluding gift cards

    By Tom,
    • 2 replies
    • 706 views

  50. Mandatory Distributions

    By Tom,
    • 1 reply
    • 522 views
×
×
  • Create New...

Important Information

Terms of Use

  I accept