Jump to content

401(k) Plans

19,516 topics in this forum

  1. Automatic Enrollment Opt-Out

    By John K,
    • 1 reply
    • 1k views

  2. Participant Count

    By In House Counsel,
    • 2 replies
    • 895 views

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

    By Jakyasar,
    • 3 replies
    • 1.4k views

  4. Fixed Match limit

    By ejohnke,
    • 3 replies
    • 976 views

  5. New catch-up rules

    By Jakyasar,
    • 2 replies
    • 791 views

  6. 20% Mandatory Withholding

    By rblum50,
    • 3 replies
    • 1.4k views

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

    By Peter Gulia,
    • 0 replies
    • 622 views

  8. Pooled Employer Plan

    By TH 401k,
    • 4 replies
    • 1.3k views

  9. Distribution Approval and Security

    By Tom,
    • 5 replies
    • 2.6k views

  10. Sole props deferral election after year end

    By Jakyasar,
    • 2 replies
    • 1k views

  11. Self-Certified Hardship withdrawal

    By alwaysaquestion,
    • 4 replies
    • 1.5k views

  12. ADP refund question

    By roy819,
    • 9 replies
    • 3.8k views

  13. super catch-up and plan contribution limit

    By Tom,
    • 1 reply
    • 1.1k views

  14. RMDs and Taxes

    By ratherbereading,
    • 1 reply
    • 830 views

  15. Overpayment recoupment after Notice 2024-77

    By FormsRstillmylife,
    • 1 reply
    • 1.1k views

  16. PEP - Auto Enrollment Requirement

    By 52626,
    • 1 reply
    • 820 views

  17. Catch-up 60-63 clarification

    By Tom,
    • 8 replies
    • 24.2k views

  18. Oppose 401A Payout

    By Ron J,
    • 6 replies
    • 1.1k views

  19. Elapsed Time - Eligibility - Rehire

    By Keith Lowery,
    • 5 replies
    • 2.2k views

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

    By Peter Gulia,
    • 10 replies
    • 1.4k views

  21. Mega Backdoor Roth Contribution Questions

    By metsfan026,
    • 2 replies
    • 1.9k views

  22. 401 K

    By lian bawi,
    • 1 reply
    • 606 views

  23. Subsequent Eligibility Computation Periods

    By ejohnke,
    • 7 replies
    • 2.1k views

  24. quick mini-survey on bundled provider

    By truphao,
    • 6 replies
    • 1.4k views

  25. Missed Deferral Opportunity - with a twist

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

  26. automatic enrollment - grace period first deferral

    By LMK TPA,
    • 2 replies
    • 2.2k views

  27. 401K Loan - How Is Prime Interest Rate Determined?

    By R. Scott,
    • 2 replies
    • 9.7k views

  28. Requirements for Long Term Part Time Employees

    By KevinMc,
    • 2 replies
    • 801 views

  29. Auto Enroll Requirement under SECURE 2.O

    By FishOn,
    • 1 reply
    • 988 views

  30. Safe Harbor and Profit Sharing - Testing

    By SMB_VT,
    • 5 replies
    • 3.5k views

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

    By BG5150,
    • 3 replies
    • 1.6k views

  32. Qualifying Student Loan Repayments

    By austin3515,
    • 1 reply
    • 818 views

  33. Deferral accrual - part of a pay period?

    By AlbanyConsultant,
    • 5 replies
    • 1.3k views

  34. Contributing to Solo 401k but has eligible EE

    By pj20,
    • 3 replies
    • 1.4k views

  35. SECURE 2.0 distributions - protected benefit?

    By MQS0413,
    • 6 replies
    • 3.1k views

  36. Change in Sponsor's Business Arrangement

    By J Simmons,
    • 1 reply
    • 779 views

  37. IRS COLA Announement is Missing Something Important

    By austin3515,
    • 12 replies
    • 1.7k views

  38. Contribution to Plan before Effective Date

    By John K,
    • 7 replies
    • 1.8k views

  39. 2025 super catchup

    By Tom,
    • 7 replies
    • 1.7k views

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

    By Jim Chad,
    • 3 replies
    • 1.2k views

  41. Eligibility for Hardship Distribution

    By metsfan026,
    • 5 replies
    • 1.8k views

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

    By gregburst,
    • 2 replies
    • 949 views

  43. 2025’s limits on early-out distributions

    By Peter Gulia,
    • 3 replies
    • 920 views

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

    By AlbanyConsultant,
    • 0 replies
    • 767 views

  45. 401k In Plan Roth Conversion Limitations

    By MGOAdmin,   
    • 3 replies
    • 2.7k views

  46. Discrim testing Term <500 hours

    By Tom,
    • 5 replies
    • 1.3k views

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

    By Belgarath,
    • 6 replies
    • 3.7k views

  48. ADP Test Incorrect/ HCE Refunded Too Much

    By tpacpa,
    • 5 replies
    • 6.4k views

  49. RMDs from Roth Accountss

    By austin3515,
    • 3 replies
    • 863 views

  50. Large plan delinquent deposit determination

    By TPApril,
    • 9 replies
    • 2.1k views
×
×
  • Create New...