401(k) Plans

19,275 topics in this forum

1. after tax deposit deadline

   By cdavis25, October 14, 2019
   • 3 replies
   • 737 views
   • 
   • Larry Starr
   • October 22, 2019

2. After tax dollars in a 401k plan.

   By Guest Denise Murphy, September 2, 1999
   • 2 replies
   • 1.6k views
   • 
   • Guest
   • September 8, 1999

3. after tax employee contributions

   By k man, June 19, 2007
   • 2 replies
   • 1.1k views
   • 
   • Tom Poje
   • June 19, 2007

4. After Tax Rollover

   By Guest elang, February 15, 2011
   • 5 replies
   • 2k views
   • 
   • mbozek
   • February 16, 2011

5. After Tax Safe Harbor

   By pixmax, January 24, 2018
   • 3 replies
   • 3.2k views
   • 
   • Bri
   • January 25, 2018

6. After tax that should have been pre tax

   By Guest mkelly, May 14, 2002
   • 1 reply
   • 1.7k views
   • 
   • mbozek
   • May 15, 2002

7. After tax(not Roth) go against deferral limits?

   By Lori H, March 26, 2007
   • 6 replies
   • 1.7k views
   • 
   • Blinky the 3-eyed Fish
   • March 29, 2007

8. After-tax

   By cdavis25, December 3, 2019
   • 5 replies
   • 1.4k views
   • 
   • IHC
   • December 5, 2019

9. After-tax (Voluntary) contributions in a safe harbor match plan

   By cpc0506, May 13, 2022
   • 2 replies
   • 1.2k views
   • 
   • MWeddell
   • July 8, 2022

10. After-Tax amounts not credited

    By Kissland, May 3, 2021
    • 6 replies
    • 1.4k views
    • 
    • C. B. Zeller
    • May 14, 2021

11. After-Tax Basis not kept.

    By Guest John Sample, February 11, 2002
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • February 12, 2002

12. After-Tax Basis Recovery

    By Guest Frank Jackson, June 5, 2000
    • 1 reply
    • 1.8k views
    • 
    • MWeddell
    • June 8, 2000

13. After-tax contribution deadline

    By BTG, July 6, 2021
    • 5 replies
    • 1.7k views
    • 
    • Bill Presson
    • January 2

14. After-tax contribution limits?

    By Guest Kayla, December 30, 2004
    • 2 replies
    • 2.6k views
    • 
    • MWeddell
    • January 3, 2005

15. after-tax contributions

    By Santo Gold, September 15, 2006
    • 0 replies
    • 1.2k views
    • 
    • Santo Gold
    • September 15, 2006

16. After-tax contributions

    By austin3515, June 24, 2021
    • 0 replies
    • 464 views
    • 
    • austin3515
    • June 24, 2021

17. After-tax Contributions

    By Ahuntingus, August 6, 2021
    • 9 replies
    • 2k views
    • 
    • BG5150
    • September 17, 2021

18. After-tax Contributions

    By Nassau, September 14, 2010
    • 1 reply
    • 1.1k views
    • 
    • masteff
    • September 14, 2010

19. After-Tax Contributions

    By Guest SSSP, December 1, 2014
    • 12 replies
    • 2.6k views
    • 
    • John Feldt ERPA CPC QPA
    • December 11, 2014

20. After-tax contributions - how to contribute?

    By Guest paytaxesforusa, December 17, 2014
    • 14 replies
    • 4.9k views
    • 
    • Belgarath
    • April 28, 2015

21. After-Tax Contributions (Again!)

    By mjbais1489, May 8
    • 7 replies
    • 1.3k views
    • 
    • BenefitJack
    • May 13

22. After-tax Contributions / Reasonale Limits

    By austin3515, June 14, 2021
    • 6 replies
    • 947 views
    • 
    • BG5150
    • June 16, 2021

23. After-Tax Contributions in a 401(k)

    By Guest Denise S. Prince, April 9, 2002
    • 2 replies
    • 1.4k views
    • 
    • wmyer
    • April 9, 2002

24. After-tax Contributions/ Rollover

    By Guest Laura Millwood, November 30, 1998
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • November 30, 1998

25. After-Tax Contributions/Mega Roth Conversion considerations

    By Zach Del, May 17, 2023
    • 4 replies
    • 1.8k views
    • 
    • Zach Del
    • May 18, 2023

26. After-Tax Direct Rollovers

    By DTH, September 2, 2005
    • 0 replies
    • 1.2k views
    • 
    • DTH
    • September 2, 2005

27. after-tax ee contributions

    By alexa, June 24, 2002
    • 1 reply
    • 2.3k views
    • 
    • JanetM
    • June 25, 2002

28. after-tax employee contributions

    By alexa, April 28, 2002
    • 3 replies
    • 2k views
    • 
    • Mike Preston
    • April 29, 2002

29. after-tax employee contributions

    By Santo Gold, April 11, 2019
    • 7 replies
    • 1.8k views
    • 
    • stxman
    • April 23, 2019

30. After-Tax in-plan rollover to Roth

    By FormsRstillmylife, January 18, 2024
    • 3 replies
    • 936 views
    • 
    • FormsRstillmylife
    • January 23, 2024

31. After-tax matched contributions

    By Nassau, June 7, 2007
    • 2 replies
    • 1.8k views
    • 
    • Kimberly S
    • June 7, 2007

32. After-tax rollovers and subsequent distribution

    By PMC, November 2, 2001
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • November 2, 2001

33. After-Tax Roth Conversion

    By Dougsbpc, January 28, 2015
    • 0 replies
    • 1.1k views
    • 
    • Dougsbpc
    • January 28, 2015

34. Aftertax - Loans

    By Guest Michelle, January 13, 1999
    • 2 replies
    • 1.6k views
    • 
    • MWeddell
    • January 13, 1999

35. Age 18 Vesting Exception

    By Vlad401k, September 9, 2015
    • 3 replies
    • 1.7k views
    • 
    • BG5150
    • September 9, 2015

36. Age 50 Catch Up-proposed regulations

    By Michael Devault, October 23, 2001
    • 1 reply
    • 1.8k views
    • 
    • R. Butler
    • October 23, 2001

37. Age 50 Catch-Up Questions after proposed regulations?

    By John A, November 5, 2001
    • 3 replies
    • 1.8k views
    • 
    • John A
    • November 7, 2001

38. Age 50 Matching Contributions

    By Guest koolkid, March 14, 2002
    • 2 replies
    • 1.5k views
    • 
    • John A
    • July 18, 2002

39. Age 50-plus catch-up contribution question

    By Guest Kola, November 6, 2003
    • 4 replies
    • 2.5k views
    • 
    • Mike Preston
    • November 9, 2003

40. Age 55 exception - Termination Date or Distribution Date?

    By Guest Michael Anderson, April 22, 2005
    • 9 replies
    • 5.6k views
    • 
    • mbozek
    • April 25, 2005

41. Age 62 / Hardship Distribution / Safe Harbor Money

    By austin3515, May 14, 2013
    • 4 replies
    • 1.1k views
    • 
    • BG5150
    • May 14, 2013

42. age 70 1/2 & older 401(k) participation

    By Alan Simpson, June 7, 1999
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • June 7, 1999

43. Age 70 1/2 in 2004

    By Guest Commuter Rex, July 11, 2003
    • 3 replies
    • 1.1k views
    • 
    • WDIK
    • July 11, 2003

44. Age Based Match Formulas

    By justatester, October 23, 2023
    • 4 replies
    • 722 views
    • 
    • Bri
    • October 23, 2023

45. Age Based Tiered Match

    By Guest IRISH79, June 18, 2007
    • 3 replies
    • 1.6k views
    • 
    • AndyH
    • June 18, 2007

46. Age limit to after-tax 401(k) w/conversions to Roth?

    By matthny, May 13, 2019
    • 3 replies
    • 497 views
    • 
    • matthny
    • May 15, 2019

47. Age Requirement

    By Jilliandiz, March 2, 2004
    • 1 reply
    • 985 views
    • 
    • david rigby
    • March 2, 2004

48. Age waiver in a new document

    By cpc0506, September 16, 2014
    • 1 reply
    • 822 views
    • 
    • John Feldt ERPA CPC QPA
    • September 16, 2014

49. Age Weighted Allocation / 3% Safe Hrbr Nonelective

    By austin3515, June 12, 2015
    • 5 replies
    • 1.5k views
    • 
    • austin3515
    • June 15, 2015

50. Age weighted and 401(a)(4) non discrimination Testing

    By TH 401k, August 20
    • 3 replies
    • 427 views
    • 
    • Bri
    • August 21