Jump to content

401(k) Plans

19,467 topics in this forum

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

    By Jakyasar,
    • 3 replies
    • 1.2k views

  2. Fixed Match limit

    By ejohnke,
    • 3 replies
    • 776 views

  3. New catch-up rules

    By Jakyasar,
    • 2 replies
    • 637 views

  4. 20% Mandatory Withholding

    By rblum50,
    • 3 replies
    • 1.2k views

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

    By Peter Gulia,
    • 0 replies
    • 495 views

  6. Pooled Employer Plan

    By TH 401k,
    • 4 replies
    • 1k views

  7. Distribution Approval and Security

    By Tom,
    • 5 replies
    • 2.3k views

  8. Sole props deferral election after year end

    By Jakyasar,
    • 2 replies
    • 870 views

  9. Self-Certified Hardship withdrawal

    By alwaysaquestion,
    • 4 replies
    • 1.3k views

  10. ADP refund question

    By roy819,
    • 9 replies
    • 3.3k views

  11. super catch-up and plan contribution limit

    By Tom,
    • 1 reply
    • 909 views

  12. RMDs and Taxes

    By ratherbereading,
    • 1 reply
    • 690 views

  13. Overpayment recoupment after Notice 2024-77

    By FormsRstillmylife,
    • 1 reply
    • 936 views

  14. PEP - Auto Enrollment Requirement

    By 52626,
    • 1 reply
    • 665 views

  15. Catch-up 60-63 clarification

    By Tom,
    • 8 replies
    • 22.9k views

  16. Oppose 401A Payout

    By Ron J,
    • 6 replies
    • 851 views

  17. Elapsed Time - Eligibility - Rehire

    By Keith Lowery,
    • 5 replies
    • 1.6k views

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

    By Peter Gulia,
    • 10 replies
    • 1.1k views

  19. Mega Backdoor Roth Contribution Questions

    By metsfan026,
    • 2 replies
    • 1.7k views

  20. 401 K

    By lian bawi,
    • 1 reply
    • 479 views

  21. Subsequent Eligibility Computation Periods

    By ejohnke,
    • 7 replies
    • 1.6k views

  22. quick mini-survey on bundled provider

    By truphao,
    • 6 replies
    • 1.2k views

  23. Missed Deferral Opportunity - with a twist

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

  24. automatic enrollment - grace period first deferral

    By LMK TPA,
    • 2 replies
    • 1.9k views

  25. 401K Loan - How Is Prime Interest Rate Determined?

    By R. Scott,
    • 2 replies
    • 8.8k views

  26. Requirements for Long Term Part Time Employees

    By KevinMc,
    • 2 replies
    • 615 views

  27. Auto Enroll Requirement under SECURE 2.O

    By FishOn,
    • 1 reply
    • 777 views

  28. Safe Harbor and Profit Sharing - Testing

    By SMB_VT,
    • 5 replies
    • 3k views

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

    By BG5150,
    • 3 replies
    • 1.5k views

  30. Qualifying Student Loan Repayments

    By austin3515,
    • 1 reply
    • 663 views

  31. Deferral accrual - part of a pay period?

    By AlbanyConsultant,
    • 5 replies
    • 1k views

  32. Contributing to Solo 401k but has eligible EE

    By pj20,
    • 3 replies
    • 1.1k views

  33. SECURE 2.0 distributions - protected benefit?

    By MQS0413,
    • 6 replies
    • 2.6k views

  34. Change in Sponsor's Business Arrangement

    By J Simmons,
    • 1 reply
    • 601 views

  35. IRS COLA Announement is Missing Something Important

    By austin3515,
    • 12 replies
    • 1.4k views

  36. Contribution to Plan before Effective Date

    By John K,
    • 7 replies
    • 1.4k views

  37. 2025 super catchup

    By Tom,
    • 7 replies
    • 1.4k views

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

    By Jim Chad,
    • 3 replies
    • 963 views

  39. Eligibility for Hardship Distribution

    By metsfan026,
    • 5 replies
    • 1.5k views

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

    By gregburst,
    • 2 replies
    • 776 views

  41. 2025’s limits on early-out distributions

    By Peter Gulia,
    • 3 replies
    • 722 views

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

    By AlbanyConsultant,
    • 0 replies
    • 656 views

  43. 401k In Plan Roth Conversion Limitations

    By MGOAdmin,   
    • 3 replies
    • 2.2k views

  44. Discrim testing Term <500 hours

    By Tom,
    • 5 replies
    • 1k views

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

    By Belgarath,
    • 6 replies
    • 3.4k views

  46. ADP Test Incorrect/ HCE Refunded Too Much

    By tpacpa,
    • 5 replies
    • 6.1k views

  47. RMDs from Roth Accountss

    By austin3515,
    • 3 replies
    • 686 views

  48. Large plan delinquent deposit determination

    By TPApril,
    • 9 replies
    • 1.7k views

  49. Missed Auto-Enrollment Contributions

    By metsfan026,
    • 5 replies
    • 1k views

  50. Secure 2.0 Question

    By KevinMc,
    • 2 replies
    • 970 views
×
×
  • Create New...