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401(k) Plans

19,499 topics in this forum

  1. RMD from 401(k) for Beneficiaries

    By Tom,
    • 4 replies
    • 2.5k views

  2. $150,000 penalty

    By Orlando advisor,
    • 6 replies
    • 1.8k views

  3. Selling a small one-person TPA firm

    Topic was moved to forum Operating a TPA or Consulting Firm

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

    By TinaW,
    • 6 replies
    • 3.2k views

  5. After-tax contribution deadline

    By BTG,
    • 5 replies
    • 2.9k views

  6. Legally domestic partners - filing 5500 EZ?

    By Brenda Wren,
    • 5 replies
    • 1.7k views

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

    By austin3515,
    • 3 replies
    • 2.2k views

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

    By Fibonacci,
    • 0 replies
    • 506 views

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

    By Jakyasar,
    • 4 replies
    • 777 views

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

    By WCC,
    • 2 replies
    • 1.6k views

  11. Auto enrollment requirements for controlled group

    By B21,
    • 0 replies
    • 614 views
    • B21
    • B21

  12. Pledging company assets as collateral

    By InquisitivePerson,
    • 3 replies
    • 2.4k views

  13. QACA auto-enrollment question

    By Bruce1,
    • 0 replies
    • 645 views

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

    By Renee H,
    • 4 replies
    • 1.6k views

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

    By RetirementGal86,
    • 2 replies
    • 1.4k views

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

    By campy,
    • 2 replies
    • 1.3k views

  17. Safe Harbor Coverage/exclusion

    By Bruce1,
    • 1 reply
    • 907 views

  18. Compliance Testing for a Co-Op

    By metsfan026,
    • 1 reply
    • 803 views

  19. First Year of Roth

    By Brenda Wren,
    • 2 replies
    • 2k views

  20. LTPT Exhaustion

    By thepensionmaven,
    • 4 replies
    • 1.3k views

  21. Testing Related Group Plans

    By 415 Limit,
    • 6 replies
    • 1.4k views

  22. 401(k) Corrective Distributions Calculation

    By Renafesq,
    • 2 replies
    • 905 views

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

    By Tom,
    • 4 replies
    • 2.2k views

  24. SPD Requirement

    By Bruce1,
    • 7 replies
    • 1.3k views

  25. Roth Contributions

    By thepensionmaven,
    • 3 replies
    • 1.3k views

  26. 401-k Plan Merger

    By KevinMc,
    • 2 replies
    • 873 views

  27. Delinquent Contributions caused by payroll company

    By TPApril,
    • 5 replies
    • 1.9k views

  28. Schedule MEP, and Working Owner

    By justanotheradmin,
    • 3 replies
    • 1k views

  29. Solo 401k RMD

    By rtheis,   
    • 9 replies
    • 1.9k views

  30. FT William Loan Procedures / QDRO Procedures

    By austin3515,
    • 6 replies
    • 1k views

  31. Automatic Enrollment Exemption for New Firms

    By Below Ground,
    • 5 replies
    • 1.8k views

  32. adjustable loan interest rate

    By jeff mandell,
    • 7 replies
    • 1.8k views

  33. add match with prior year testing - issues?

    By AlbanyConsultant,
    • 5 replies
    • 1.3k views

  34. Automatic Enrollment Opt-Out

    By John K,
    • 1 reply
    • 963 views

  35. Participant Count

    By In House Counsel,
    • 2 replies
    • 838 views

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

    By Jakyasar,
    • 3 replies
    • 1.3k views

  37. Fixed Match limit

    By ejohnke,
    • 3 replies
    • 891 views

  38. New catch-up rules

    By Jakyasar,
    • 2 replies
    • 719 views

  39. 20% Mandatory Withholding

    By rblum50,
    • 3 replies
    • 1.4k views

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

    By Peter Gulia,
    • 0 replies
    • 587 views

  41. Pooled Employer Plan

    By TH 401k,
    • 4 replies
    • 1.2k views

  42. Distribution Approval and Security

    By Tom,
    • 5 replies
    • 2.5k views

  43. Sole props deferral election after year end

    By Jakyasar,
    • 2 replies
    • 964 views

  44. Self-Certified Hardship withdrawal

    By alwaysaquestion,
    • 4 replies
    • 1.5k views

  45. ADP refund question

    By roy819,
    • 9 replies
    • 3.6k views

  46. super catch-up and plan contribution limit

    By Tom,
    • 1 reply
    • 1k views

  47. RMDs and Taxes

    By ratherbereading,
    • 1 reply
    • 797 views

  48. Overpayment recoupment after Notice 2024-77

    By FormsRstillmylife,
    • 1 reply
    • 1k views

  49. PEP - Auto Enrollment Requirement

    By 52626,
    • 1 reply
    • 752 views

  50. Catch-up 60-63 clarification

    By Tom,
    • 8 replies
    • 23.9k views
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