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401(k) Plans

19,400 topics in this forum

  1. Stop Safe Harbor on 1/1 - notice requirement

    By TinaW,
    • 6 replies
    • 2.2k views

  2. After-tax contribution deadline

    By BTG,
    • 5 replies
    • 2.4k views

  3. Legally domestic partners - filing 5500 EZ?

    By Brenda Wren,
    • 5 replies
    • 1.3k views

  4. Mandatory Auto Enrollment 1/1/2025 and beyond

    By austin3515,
    • 3 replies
    • 1.7k views

  5. Fiscal year plan (1/31/24) overcontributes before end of plan year.

    By Fibonacci,
    • 0 replies
    • 395 views

  6. First year of the plan with HCEs limited due to lack of SH

    By Jakyasar,
    • 4 replies
    • 596 views

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

    By WCC,
    • 2 replies
    • 1.3k views

  8. Auto enrollment requirements for controlled group

    By B21,
    • 0 replies
    • 461 views
    • B21
    • B21

  9. Excluded Clases and CalSavers Retirement Savings Trust Act

    By Fibonacci,
    • 1 reply
    • 624 views

  10. Pledging company assets as collateral

    By InquisitivePerson,
    • 3 replies
    • 1.6k views

  11. QACA auto-enrollment question

    By Bruce1,
    • 0 replies
    • 489 views

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

    By Renee H,
    • 4 replies
    • 1.2k views

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

    By RetirementGal86,
    • 2 replies
    • 1.1k views

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

    By campy,
    • 2 replies
    • 998 views

  15. Safe Harbor Coverage/exclusion

    By Bruce1,
    • 1 reply
    • 722 views

  16. Compliance Testing for a Co-Op

    By metsfan026,
    • 1 reply
    • 650 views

  17. First Year of Roth

    By Brenda Wren,
    • 2 replies
    • 1.4k views

  18. LTPT Exhaustion

    By thepensionmaven,
    • 4 replies
    • 1.1k views

  19. Testing Related Group Plans

    By 415 Limit,
    • 6 replies
    • 951 views

  20. 401(k) Corrective Distributions Calculation

    By Renafesq,
    • 2 replies
    • 657 views

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

    By Tom,
    • 4 replies
    • 1.8k views

  22. SPD Requirement

    By Bruce1,
    • 7 replies
    • 998 views

  23. Roth Contributions

    By thepensionmaven,
    • 3 replies
    • 1.1k views

  24. 401-k Plan Merger

    By KevinMc,
    • 2 replies
    • 665 views

  25. Delinquent Contributions caused by payroll company

    By TPApril,
    • 5 replies
    • 1.5k views

  26. Schedule MEP, and Working Owner

    By justanotheradmin,
    • 3 replies
    • 795 views

  27. Solo 401k RMD

    By rtheis,   
    • 9 replies
    • 1.3k views

  28. FT William Loan Procedures / QDRO Procedures

    By austin3515,
    • 6 replies
    • 729 views

  29. Automatic Enrollment Exemption for New Firms

    By Below Ground,
    • 5 replies
    • 1.3k views

  30. adjustable loan interest rate

    By jeff mandell,
    • 7 replies
    • 1.3k views

  31. add match with prior year testing - issues?

    By AlbanyConsultant,
    • 5 replies
    • 963 views

  32. Automatic Enrollment Opt-Out

    By John K,
    • 1 reply
    • 722 views

  33. Participant Count

    By In House Counsel,
    • 2 replies
    • 597 views

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

    By Jakyasar,
    • 3 replies
    • 1.1k views

  35. Fixed Match limit

    By ejohnke,
    • 3 replies
    • 634 views

  36. New catch-up rules

    By Jakyasar,
    • 2 replies
    • 534 views

  37. 20% Mandatory Withholding

    By rblum50,
    • 3 replies
    • 1.1k views

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

    By Peter Gulia,
    • 0 replies
    • 429 views

  39. Pooled Employer Plan

    By TH 401k,
    • 4 replies
    • 835 views

  40. Distribution Approval and Security

    By Tom,
    • 5 replies
    • 1.9k views

  41. Sole props deferral election after year end

    By Jakyasar,
    • 2 replies
    • 760 views

  42. Self-Certified Hardship withdrawal

    By alwaysaquestion,
    • 4 replies
    • 1.1k views

  43. ADP refund question

    By roy819,
    • 9 replies
    • 2.8k views

  44. super catch-up and plan contribution limit

    By Tom,
    • 1 reply
    • 809 views

  45. RMDs and Taxes

    By ratherbereading,
    • 1 reply
    • 622 views

  46. Overpayment recoupment after Notice 2024-77

    By FormsRstillmylife,
    • 1 reply
    • 867 views

  47. PEP - Auto Enrollment Requirement

    By 52626,
    • 1 reply
    • 589 views

  48. Catch-up 60-63 clarification

    By Tom,
    • 8 replies
    • 18.6k views

  49. Oppose 401A Payout

    By Ron J,
    • 6 replies
    • 728 views

  50. Elapsed Time - Eligibility - Rehire

    By Keith Lowery,
    • 5 replies
    • 1.4k views
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