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401(k) Plans

19,487 topics in this forum

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

    By Renee H,
    • 4 replies
    • 1.6k views

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

    By RetirementGal86,
    • 2 replies
    • 1.4k views

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

    By campy,
    • 2 replies
    • 1.2k views

  4. Safe Harbor Coverage/exclusion

    By Bruce1,
    • 1 reply
    • 854 views

  5. Compliance Testing for a Co-Op

    By metsfan026,
    • 1 reply
    • 775 views

  6. First Year of Roth

    By Brenda Wren,
    • 2 replies
    • 1.9k views

  7. LTPT Exhaustion

    By thepensionmaven,
    • 4 replies
    • 1.2k views

  8. Testing Related Group Plans

    By 415 Limit,
    • 6 replies
    • 1.3k views

  9. 401(k) Corrective Distributions Calculation

    By Renafesq,
    • 2 replies
    • 821 views

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

    By Tom,
    • 4 replies
    • 2.1k views

  11. SPD Requirement

    By Bruce1,
    • 7 replies
    • 1.3k views

  12. Roth Contributions

    By thepensionmaven,
    • 3 replies
    • 1.3k views

  13. 401-k Plan Merger

    By KevinMc,
    • 2 replies
    • 805 views

  14. Delinquent Contributions caused by payroll company

    By TPApril,
    • 5 replies
    • 1.8k views

  15. Schedule MEP, and Working Owner

    By justanotheradmin,
    • 3 replies
    • 987 views

  16. Solo 401k RMD

    By rtheis,   
    • 9 replies
    • 1.7k views

  17. FT William Loan Procedures / QDRO Procedures

    By austin3515,
    • 6 replies
    • 970 views

  18. Automatic Enrollment Exemption for New Firms

    By Below Ground,
    • 5 replies
    • 1.7k views

  19. adjustable loan interest rate

    By jeff mandell,
    • 7 replies
    • 1.7k views

  20. add match with prior year testing - issues?

    By AlbanyConsultant,
    • 5 replies
    • 1.2k views

  21. Automatic Enrollment Opt-Out

    By John K,
    • 1 reply
    • 895 views

  22. Participant Count

    By In House Counsel,
    • 2 replies
    • 766 views

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

    By Jakyasar,
    • 3 replies
    • 1.2k views

  24. Fixed Match limit

    By ejohnke,
    • 3 replies
    • 835 views

  25. New catch-up rules

    By Jakyasar,
    • 2 replies
    • 673 views

  26. 20% Mandatory Withholding

    By rblum50,
    • 3 replies
    • 1.3k views

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

    By Peter Gulia,
    • 0 replies
    • 537 views

  28. Pooled Employer Plan

    By TH 401k,
    • 4 replies
    • 1.1k views

  29. Distribution Approval and Security

    By Tom,
    • 5 replies
    • 2.4k views

  30. Sole props deferral election after year end

    By Jakyasar,
    • 2 replies
    • 908 views

  31. Self-Certified Hardship withdrawal

    By alwaysaquestion,
    • 4 replies
    • 1.4k views

  32. ADP refund question

    By roy819,
    • 9 replies
    • 3.4k views

  33. super catch-up and plan contribution limit

    By Tom,
    • 1 reply
    • 949 views

  34. RMDs and Taxes

    By ratherbereading,
    • 1 reply
    • 732 views

  35. Overpayment recoupment after Notice 2024-77

    By FormsRstillmylife,
    • 1 reply
    • 987 views

  36. PEP - Auto Enrollment Requirement

    By 52626,
    • 1 reply
    • 699 views

  37. Catch-up 60-63 clarification

    By Tom,
    • 8 replies
    • 23.5k views

  38. Oppose 401A Payout

    By Ron J,
    • 6 replies
    • 921 views

  39. Elapsed Time - Eligibility - Rehire

    By Keith Lowery,
    • 5 replies
    • 1.8k views

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

    By Peter Gulia,
    • 10 replies
    • 1.2k views

  41. Mega Backdoor Roth Contribution Questions

    By metsfan026,
    • 2 replies
    • 1.8k views

  42. 401 K

    By lian bawi,
    • 1 reply
    • 501 views

  43. Subsequent Eligibility Computation Periods

    By ejohnke,
    • 7 replies
    • 1.7k views

  44. quick mini-survey on bundled provider

    By truphao,
    • 6 replies
    • 1.3k views

  45. Missed Deferral Opportunity - with a twist

    By 401kWhisperer,
    • 1 reply
    • 710 views
    • Bri
    • Bri

  46. automatic enrollment - grace period first deferral

    By LMK TPA,
    • 2 replies
    • 2k views

  47. 401K Loan - How Is Prime Interest Rate Determined?

    By R. Scott,
    • 2 replies
    • 9.3k views

  48. Requirements for Long Term Part Time Employees

    By KevinMc,
    • 2 replies
    • 667 views

  49. Auto Enroll Requirement under SECURE 2.O

    By FishOn,
    • 1 reply
    • 862 views

  50. Safe Harbor and Profit Sharing - Testing

    By SMB_VT,
    • 5 replies
    • 3.2k views
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