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401(k) Plans

19,526 topics in this forum

  1. SPD Requirement

    By Bruce1,
    • 7 replies
    • 1.6k views

  2. Roth Contributions

    By thepensionmaven,
    • 3 replies
    • 1.5k views

  3. 401-k Plan Merger

    By KevinMc,
    • 2 replies
    • 1.1k views

  4. Delinquent Contributions caused by payroll company

    By TPApril,
    • 5 replies
    • 2.1k views

  5. Schedule MEP, and Working Owner

    By justanotheradmin,
    • 3 replies
    • 1.2k views

  6. Solo 401k RMD

    By rtheis,   
    • 9 replies
    • 2.3k views

  7. FT William Loan Procedures / QDRO Procedures

    By austin3515,
    • 6 replies
    • 1.1k views

  8. Automatic Enrollment Exemption for New Firms

    By Below Ground,
    • 5 replies
    • 1.9k views

  9. adjustable loan interest rate

    By jeff mandell,
    • 7 replies
    • 2k views

  10. add match with prior year testing - issues?

    By AlbanyConsultant,
    • 5 replies
    • 1.5k views

  11. Automatic Enrollment Opt-Out

    By John K,
    • 1 reply
    • 1.1k views

  12. Participant Count

    By In House Counsel,
    • 2 replies
    • 953 views

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

    By Jakyasar,
    • 3 replies
    • 1.5k views

  14. Fixed Match limit

    By ejohnke,
    • 3 replies
    • 1.1k views

  15. New catch-up rules

    By Jakyasar,
    • 2 replies
    • 889 views

  16. 20% Mandatory Withholding

    By rblum50,
    • 3 replies
    • 1.5k views

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

    By Peter Gulia,
    • 0 replies
    • 663 views

  18. Pooled Employer Plan

    By TH 401k,
    • 4 replies
    • 1.4k views

  19. Distribution Approval and Security

    By Tom,
    • 5 replies
    • 2.7k views

  20. Sole props deferral election after year end

    By Jakyasar,
    • 2 replies
    • 1.2k views

  21. Self-Certified Hardship withdrawal

    By alwaysaquestion,
    • 4 replies
    • 1.7k views

  22. ADP refund question

    By roy819,
    • 9 replies
    • 4k views

  23. super catch-up and plan contribution limit

    By Tom,
    • 1 reply
    • 1.2k views

  24. RMDs and Taxes

    By ratherbereading,
    • 1 reply
    • 883 views

  25. Overpayment recoupment after Notice 2024-77

    By FormsRstillmylife,
    • 1 reply
    • 1.1k views

  26. PEP - Auto Enrollment Requirement

    By 52626,
    • 1 reply
    • 895 views

  27. Catch-up 60-63 clarification

    By Tom,
    • 8 replies
    • 24.6k views

  28. Oppose 401A Payout

    By Ron J,
    • 6 replies
    • 1.1k views

  29. Elapsed Time - Eligibility - Rehire

    By Keith Lowery,
    • 5 replies
    • 2.4k views

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

    By Peter Gulia,
    • 10 replies
    • 1.5k views

  31. Mega Backdoor Roth Contribution Questions

    By metsfan026,
    • 2 replies
    • 2.1k views

  32. 401 K

    By lian bawi,
    • 1 reply
    • 668 views

  33. Subsequent Eligibility Computation Periods

    By ejohnke,
    • 7 replies
    • 2.3k views

  34. quick mini-survey on bundled provider

    By truphao,
    • 6 replies
    • 1.5k views

  35. Missed Deferral Opportunity - with a twist

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

  36. automatic enrollment - grace period first deferral

    By LMK TPA,
    • 2 replies
    • 2.3k views

  37. 401K Loan - How Is Prime Interest Rate Determined?

    By R. Scott,
    • 2 replies
    • 9.9k views

  38. Requirements for Long Term Part Time Employees

    By KevinMc,
    • 2 replies
    • 859 views

  39. Auto Enroll Requirement under SECURE 2.O

    By FishOn,
    • 1 reply
    • 1.1k views

  40. Safe Harbor and Profit Sharing - Testing

    By SMB_VT,
    • 5 replies
    • 3.7k views

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

    By BG5150,
    • 3 replies
    • 1.7k views

  42. Qualifying Student Loan Repayments

    By austin3515,
    • 1 reply
    • 867 views

  43. Deferral accrual - part of a pay period?

    By AlbanyConsultant,
    • 5 replies
    • 1.4k views

  44. Contributing to Solo 401k but has eligible EE

    By pj20,
    • 3 replies
    • 1.5k views

  45. SECURE 2.0 distributions - protected benefit?

    By MQS0413,
    • 6 replies
    • 3.3k views

  46. Change in Sponsor's Business Arrangement

    By J Simmons,
    • 1 reply
    • 833 views

  47. IRS COLA Announement is Missing Something Important

    By austin3515,
    • 12 replies
    • 1.8k views

  48. Contribution to Plan before Effective Date

    By John K,
    • 7 replies
    • 2k views

  49. 2025 super catchup

    By Tom,
    • 7 replies
    • 1.7k views

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

    By Jim Chad,
    • 3 replies
    • 1.3k views
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