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401(k) Plans

19,423 topics in this forum

  1. FT William Loan Procedures / QDRO Procedures

    By austin3515,
    • 6 replies
    • 783 views

  2. Automatic Enrollment Exemption for New Firms

    By Below Ground,
    • 5 replies
    • 1.4k views

  3. adjustable loan interest rate

    By jeff mandell,
    • 7 replies
    • 1.4k views

  4. add match with prior year testing - issues?

    By AlbanyConsultant,
    • 5 replies
    • 1k views

  5. Automatic Enrollment Opt-Out

    By John K,
    • 1 reply
    • 760 views

  6. Participant Count

    By In House Counsel,
    • 2 replies
    • 630 views

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

    By Jakyasar,
    • 3 replies
    • 1.1k views

  8. Fixed Match limit

    By ejohnke,
    • 3 replies
    • 687 views

  9. New catch-up rules

    By Jakyasar,
    • 2 replies
    • 563 views

  10. 20% Mandatory Withholding

    By rblum50,
    • 3 replies
    • 1.1k views

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

    By Peter Gulia,
    • 0 replies
    • 450 views

  12. Pooled Employer Plan

    By TH 401k,
    • 4 replies
    • 886 views

  13. Distribution Approval and Security

    By Tom,
    • 5 replies
    • 2k views

  14. Sole props deferral election after year end

    By Jakyasar,
    • 2 replies
    • 796 views

  15. Self-Certified Hardship withdrawal

    By alwaysaquestion,
    • 4 replies
    • 1.2k views

  16. ADP refund question

    By roy819,
    • 9 replies
    • 3k views

  17. super catch-up and plan contribution limit

    By Tom,
    • 1 reply
    • 842 views

  18. RMDs and Taxes

    By ratherbereading,
    • 1 reply
    • 641 views

  19. Overpayment recoupment after Notice 2024-77

    By FormsRstillmylife,
    • 1 reply
    • 886 views

  20. PEP - Auto Enrollment Requirement

    By 52626,
    • 1 reply
    • 611 views

  21. Catch-up 60-63 clarification

    By Tom,
    • 8 replies
    • 20k views

  22. Oppose 401A Payout

    By Ron J,
    • 6 replies
    • 772 views

  23. Elapsed Time - Eligibility - Rehire

    By Keith Lowery,
    • 5 replies
    • 1.5k views

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

    By Peter Gulia,
    • 10 replies
    • 1k views

  25. Mega Backdoor Roth Contribution Questions

    By metsfan026,
    • 2 replies
    • 1.6k views

  26. 401 K

    By lian bawi,
    • 1 reply
    • 449 views

  27. Subsequent Eligibility Computation Periods

    By ejohnke,
    • 7 replies
    • 1.5k views

  28. quick mini-survey on bundled provider

    By truphao,
    • 6 replies
    • 1.1k views

  29. Missed Deferral Opportunity - with a twist

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

  30. automatic enrollment - grace period first deferral

    By LMK TPA,
    • 2 replies
    • 1.8k views

  31. 401K Loan - How Is Prime Interest Rate Determined?

    By R. Scott,
    • 2 replies
    • 7.3k views

  32. Requirements for Long Term Part Time Employees

    By KevinMc,
    • 2 replies
    • 553 views

  33. Auto Enroll Requirement under SECURE 2.O

    By FishOn,
    • 1 reply
    • 715 views

  34. Safe Harbor and Profit Sharing - Testing

    By SMB_VT,
    • 5 replies
    • 2.7k views

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

    By BG5150,
    • 3 replies
    • 1.4k views

  36. Qualifying Student Loan Repayments

    By austin3515,
    • 1 reply
    • 589 views

  37. Deferral accrual - part of a pay period?

    By AlbanyConsultant,
    • 5 replies
    • 967 views

  38. Contributing to Solo 401k but has eligible EE

    By pj20,
    • 3 replies
    • 1k views

  39. SECURE 2.0 distributions - protected benefit?

    By MQS0413,
    • 6 replies
    • 2.3k views

  40. Change in Sponsor's Business Arrangement

    By J Simmons,
    • 1 reply
    • 554 views

  41. IRS COLA Announement is Missing Something Important

    By austin3515,
    • 12 replies
    • 1.2k views

  42. Contribution to Plan before Effective Date

    By John K,
    • 7 replies
    • 1.3k views

  43. 2025 super catchup

    By Tom,
    • 7 replies
    • 1.3k views

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

    By Jim Chad,
    • 3 replies
    • 904 views

  45. Eligibility for Hardship Distribution

    By metsfan026,
    • 5 replies
    • 1.4k views

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

    By gregburst,
    • 2 replies
    • 726 views

  47. 2025’s limits on early-out distributions

    By Peter Gulia,
    • 3 replies
    • 656 views

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

    By AlbanyConsultant,
    • 0 replies
    • 611 views

  49. 401k In Plan Roth Conversion Limitations

    By MGOAdmin,   
    • 3 replies
    • 2k views

  50. Discrim testing Term <500 hours

    By Tom,
    • 5 replies
    • 951 views
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