401(k) Plans

19,320 topics in this forum

1. Roth Catch Up 1.1.2026

   By 52626, June 12, 2025
   • 2 replies
   • 981 views
   • 
   • Bruce1
   • June 16, 2025

2. Roth Catch Up final regs

   By Paul I, September 15, 2025
   • 15 replies
   • 4.4k views
   • 
   • LMK TPA
   • September 19, 2025

3. Roth Catch up required or not

   By DDB BN, December 4, 2025
   • 6 replies
   • 690 views
   • 
   • DDB BN
   • December 7, 2025

4. Roth Catch Up, Spillover/Linked NQDCs and deemed Roth elections

   By Paul I, October 22, 2025
   • 0 replies
   • 337 views
   • 
   • Paul I
   • October 22, 2025

5. Roth Catch Ups - Secure 2.0 - Survey

   By Pension Nerd, April 11, 2023
   • 15 replies
   • 1.3k views
   • 
   • Peter Gulia
   • August 8, 2023

6. Roth Catch-Up Contribution

   By khn, July 19, 2023
   • 9 replies
   • 1.5k views
   • 
   • bito'money
   • July 21, 2023

7. Roth Catchups for HPIs and In Plan Roth Rollovers

   By Pam Shoup, June 9, 2025
   • 1 reply
   • 729 views
   • 
   • RatherBeGolfing
   • June 10, 2025

8. Roth Contribution/402(g) limit

   By britoski, August 4, 2011
   • 1 reply
   • 1.7k views
   • 
   • Tom Poje
   • August 5, 2011

9. Roth Contributions

   By thepensionmaven, December 9, 2024
   • 3 replies
   • 1k views
   • 
   • Artie M
   • December 10, 2024

10. Roth Contributions

    By Dougsbpc, December 3, 2009
    • 1 reply
    • 1k views
    • 
    • WDIK
    • December 3, 2009

11. Roth Contributions

    By Nassau, May 31, 2011
    • 2 replies
    • 1.2k views
    • 
    • masteff
    • June 1, 2011

12. Roth Contributions

    By Guest IRISH79, May 1, 2007
    • 2 replies
    • 1.1k views
    • 
    • Steelerfan
    • May 2, 2007

13. Roth Contributions and Failed ADP test

    By blue, February 12, 2008
    • 2 replies
    • 1.9k views
    • 
    • austin3515
    • February 12, 2008

14. Roth contributions made to plan from employee bank account

    By Pixie, August 14, 2023
    • 5 replies
    • 1.5k views
    • 
    • SwimmingInBowelsOfERISA
    • August 14, 2023

15. Roth contributions without amendment

    By kevind2010, March 11, 2011
    • 0 replies
    • 842 views
    • 
    • kevind2010
    • March 11, 2011

16. Roth Conversion for ADP Catch-up Reclass

    By MGOAdmin, September 8, 2025
    • 4 replies
    • 2.1k views
    • 
    • FishOn
    • September 9, 2025

17. Roth Conversion Timing

    By Dougsbpc, March 22, 2016
    • 1 reply
    • 748 views
    • 
    • Belgarath
    • March 22, 2016

18. Roth conversions

    By austin3515, March 13, 2025
    • 1 reply
    • 536 views
    • 
    • Paul I
    • March 13, 2025

19. Roth Conversions

    By 12AX7, December 2, 2010
    • 2 replies
    • 981 views
    • 
    • 12AX7
    • December 2, 2010

20. Roth conversions within 401(k)

    By Guest KRS401k, September 15, 2010
    • 28 replies
    • 5.1k views
    • 
    • masteff
    • October 26, 2010

21. Roth Corrective Distribution & Form 1099-R

    By Gruegen, January 17, 2007
    • 3 replies
    • 3.1k views
    • 
    • WDIK
    • January 18, 2007

22. Roth Deducted from Gross or Net Pretax

    By legort69, August 26, 2020
    • 2 replies
    • 580 views
    • 
    • RatherBeGolfing
    • August 26, 2020

23. Roth deductions

    By 52626, May 13, 2016
    • 3 replies
    • 1.4k views
    • 
    • hr for me
    • May 13, 2016

24. Roth deferral

    By Belgarath, April 14, 2011
    • 3 replies
    • 1.2k views
    • 
    • Belgarath
    • April 14, 2011

25. Roth Deferral

    By KevinMc, January 24, 2014
    • 1 reply
    • 871 views
    • 
    • rcline46
    • January 24, 2014

26. Roth deferral percentages

    By Guest durktracy, October 1, 2009
    • 3 replies
    • 1.7k views
    • 
    • jkdoll2
    • October 2, 2009

27. ROTH Deferral... Too Late?

    By Basically, March 1, 2024
    • 11 replies
    • 1.1k views
    • 
    • Basically
    • April 16, 2024

28. Roth deferrals

    By doombuggy, December 31, 2009
    • 5 replies
    • 1.6k views
    • 
    • K2retire
    • January 9, 2010

29. Roth Deferrals - Non-qualified Distribution Earning below $200

    By AdKu, October 24, 2017
    • 5 replies
    • 883 views
    • 
    • AdKu
    • October 26, 2017

30. Roth Deferrals and 402(g) Violation

    By buckaroo, April 27, 2010
    • 16 replies
    • 7k views
    • 
    • austin3515
    • May 4, 2010

31. Roth deferrals deducted by CPA on Sole Prop tax return

    By Tom, January 16, 2025
    • 0 replies
    • 671 views
    • 
    • Tom
    • January 16, 2025

32. Roth deferrals incorrectly put in pre-tax source

    By Dan, August 19, 2013
    • 2 replies
    • 1.2k views
    • 
    • masteff
    • August 19, 2013

33. Roth Distribution

    By Guest jetfaninmn, April 3, 2007
    • 1 reply
    • 1k views
    • 
    • Jim Chad
    • April 4, 2007

34. Roth Distributions

    By Nassau, October 7, 2010
    • 1 reply
    • 1.1k views
    • 
    • pmacduff
    • October 7, 2010

35. Roth election for Employer Contributions

    By Tom, April 22, 2025
    • 3 replies
    • 1k views
    • 
    • Tom
    • April 24, 2025

36. Roth excess deferrals

    By Luke Bailey, June 9, 2018   

    • 402a
    • 402(g)
    • (and 2 more)

      Tagged with:

      • 402a
      • 402(g)
      • excess deferrals
      • roth
    • 5 replies
    • 2.5k views
    • 
    • Luke Bailey
    • June 11, 2018

37. Roth for citizens living abroad

    By Guest BED, January 15, 2007
    • 5 replies
    • 1.7k views
    • 
    • JanetM
    • January 16, 2007

38. Roth in plan conversion

    By Santo Gold, April 4, 2013
    • 1 reply
    • 1.1k views
    • 
    • K2retire
    • April 4, 2013

39. Roth In Plan Conversions - Reportable on Form 945?

    By Guest Amborg2, December 20, 2010
    • 5 replies
    • 1.4k views
    • 
    • Beemer
    • January 21, 2011

40. Roth in Plan Doc but never wanted to offer it

    By PainPA, August 22, 2019
    • 3 replies
    • 975 views
    • 
    • PainPA
    • August 27, 2019

41. Roth In-Plan Conversion

    By Nassau, September 12, 2011
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • September 12, 2011

42. Roth In-Plan Conversion

    By Guest emcelroy, October 19, 2010
    • 1 reply
    • 848 views
    • 
    • Guest
    • October 19, 2010

43. ROTH in-plan rollover

    By Scuba 401, November 13, 2015
    • 1 reply
    • 710 views
    • 
    • Belgarath
    • November 13, 2015

44. Roth IRA and QP in same year

    By K-t-F, November 17, 2006
    • 0 replies
    • 1.1k views
    • 
    • K-t-F
    • November 17, 2006

45. Roth IRA Rollover

    By CBenefits, April 5, 2019
    • 3 replies
    • 733 views
    • 
    • Luke Bailey
    • April 5, 2019

46. Roth IRA Rollover

    By Nassau, August 19, 2010
    • 1 reply
    • 840 views
    • 
    • 401king
    • August 19, 2010

47. Roth IRA Rollover back into 401(k)

    By mlp0816, May 12, 2016   

    • Roth
    • 8 replies
    • 1.4k views
    • 
    • mlp0816
    • May 12, 2016

48. ROTH IRA ROLLOVERS

    By Gary, May 14, 2010
    • 2 replies
    • 1k views
    • 
    • Gary
    • May 17, 2010

49. Roth IRA rollovers into new Roth 401(k) in 2006

    By Guest oxdougw, July 15, 2005
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • July 15, 2005

50. Roth IRA Rules

    By Guest scarletrose, October 11, 2006
    • 1 reply
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • October 11, 2006