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401(k) Plans

19,319 topics in this forum

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

    By Belgarath,
    • 6 replies
    • 2.6k views

  2. SECURE 2.0 317: Retroactive 1st year deferral for Sole Prop

    By joef,
    • 11 replies
    • 4.7k views

  3. SECURE 2.0 60-63 CAtch-ups - Optional or Mandatory?

    By austin3515,
    • 13 replies
    • 5.6k views

  4. SECURE 2.0 Act Section 603 Mandatory Roth Catch Up - ADP Testing

    By FishOn,
    • 2 replies
    • 1.3k views

  5. SECURE 2.0 amendment

    By Tom,
    • 3 replies
    • 1.3k views

  6. Secure 2.0 and ACA Question

    By Gadgetfreak,
    • 4 replies
    • 811 views

  7. SECURE 2.0 auto enrollment EACA requirement starting 2025

    By Belgarath,
    • 4 replies
    • 992 views

  8. SECURE 2.0 COLA Adjustments

    By austin3515,
    • 2 replies
    • 996 views

  9. SECURE 2.0 Deduction for Roth employer contributions

    By Ian,
    • 12 replies
    • 1.9k views

  10. SECURE 2.0 distributions - protected benefit?

    By MQS0413,
    • 6 replies
    • 1.7k views

  11. SECURE 2.0 Employer contribution credit

    By justanotheradmin,
    • 2 replies
    • 562 views

  12. SECURE 2.0 Employer Contribution Credit

    By justanotheradmin,
    • 0 replies
    • 387 views

  13. SECURE 2.0 New Distributable Events

    By Ian,
    • 9 replies
    • 1.8k views

  14. Secure 2.0 new plan start-up credit

    By Tom,
    • 0 replies
    • 312 views
    • Tom
    • Tom

  15. Secure 2.0 Question

    By KevinMc,
    • 2 replies
    • 715 views

  16. SECURE 2.0 RMD - why age 73?

    By WCC,
    • 3 replies
    • 974 views

  17. SECURE 2.0 Roth Catch-up - Automatic Spillover

    By Gruegen,
    • 6 replies
    • 1.5k views

  18. SECURE 2.0 Roth catch-ups

    By Itsamario,
    • 0 replies
    • 33 views

  19. SECURE 2.0 Roth treatment of catch-up contributions

    By youngbenefitslawyer,
    • 3 replies
    • 897 views

  20. Secure 2.0 Section 603 - striking subparagraph (c)

    By WCC,
    • 3 replies
    • 606 views

  21. Secure 2.0 tax credits for safe harbor 401(K)

    By Newyorksba,
    • 1 reply
    • 671 views

  22. Secure 2.0-Roth catchup

    By justatester,
    • 1 reply
    • 514 views

  23. SECURE 2.0, Sec. 604 Employer contributions as Roth

    By justanotheradmin,
    • 12 replies
    • 1.6k views

  24. SECURE 2.0: 401k plans that don't have Roth in them

    By AlbanyConsultant,
    • 2 replies
    • 610 views

  25. SECURE 2.0: Automatic Enrollment Exception and Employee Count

    By L. S.,
    • 1 reply
    • 616 views

  26. SECURE 2.0: Classifying catch-ups as roth for ADP testing in 2024

    By drakecohen,
    • 15 replies
    • 2.4k views

  27. Secure 2.0/Cares/CAA addendum

    By Pixie,
    • 2 replies
    • 548 views

  28. SECURE ACT - LTPT Employees

    By 52626,
    • 25 replies
    • 4k views

  29. SECURE Act - Part-time employees and vesting

    By Lisa2005,
    • 16 replies
    • 1.5k views

  30. Secure Act - removal of ER s/h notice rqurmnt

    By TPApril,
    • 1 reply
    • 862 views

  31. Secure Act - RMD Changes - Amendment Needed?

    By Stash026,
    • 10 replies
    • 2k views

  32. Secure Act - starting new 3% SH nonelective plan 3 month rule

    By Will.I.Am,
    • 2 replies
    • 1k views

  33. Secure Act 2.0 LTPT in a nutshell

    By Basically,
    • 33 replies
    • 6.2k views

  34. Secure Act 2.0 Question

    By Dougsbpc,
    • 1 reply
    • 630 views

  35. SECURE ACT 2.0 Roth Catch Up - 2-year transition period

    By legort69,
    • 11 replies
    • 1.2k views

  36. Secure Act adding SH NEC

    By justatester,
    • 3 replies
    • 817 views

  37. SECURE Act Amendments for 401(k)

    By kgr12,
    • 2 replies
    • 368 views

  38. SECURE Act and Long Term Part-Time Employees

    By ErnieG,
    • 4 replies
    • 901 views

  39. SECURE Act annuity portability

    By Ian,
    • 1 reply
    • 665 views

  40. SECURE Act Er Contribution Tax Credits

    By austin3515,
    • 16 replies
    • 1.3k views

  41. SECURE ACT no safe harbor notices after 12/31/2019

    By thepensionmaven,
    • 3 replies
    • 708 views

  42. SECURE ACT Non-elective contribution notice

    By imchipbrown,
    • 4 replies
    • 1.4k views

  43. SECURE ACT Safe Harbor Notice

    By Pensions2020,   
    • 2 replies
    • 740 views

  44. Secure Act SH Nonelective - SECURE Act

    By austin3515,
    • 7 replies
    • 860 views

  45. SECURE Act, RMDs to designed beneficary, and annuity under DC Plan

    By DKE,
    • 0 replies
    • 480 views

  46. SECURE Birth or Adoption Distribution

    By Gruegen,
    • 4 replies
    • 1.4k views
    • BTG
    • BTG

  47. Secure File Transfer

    By 12AX7,
    • 5 replies
    • 1.4k views

  48. Secure File Transfer

    By austin3515,
    • 10 replies
    • 1.6k views

  49. SECURE Retro SE 401k for 2020

    By Flyboyjohn,
    • 5 replies
    • 1.5k views

  50. SECURE2.0 TH change - optional?

    By AlbanyConsultant,
    • 2 replies
    • 701 views
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