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401(k) Plans

19,275 topics in this forum

  1. First year of the plan with HCEs limited due to lack of SH

    By Jakyasar,
    • 4 replies
    • 468 views

  2. Vesting at Normal Retirement Age

    By EBECatty,
    • 16 replies
    • 3.2k views

  3. Auto enrollment requirements for controlled group

    By B21,
    • 0 replies
    • 390 views
    • B21
    • B21

  4. Legally domestic partners - filing 5500 EZ?

    By Brenda Wren,
    • 5 replies
    • 976 views

  5. Excluded Clases and CalSavers Retirement Savings Trust Act

    By Fibonacci,
    • 1 reply
    • 442 views

  6. QACA auto-enrollment question

    By Bruce1,
    • 0 replies
    • 424 views

  7. Pledging company assets as collateral

    By InquisitivePerson,
    • 3 replies
    • 1k views

  8. Safe Harbor Coverage/exclusion

    By Bruce1,
    • 1 reply
    • 661 views

  9. Controlled Group, Affiliated Service Group or Multi-Employer Plan

    By Renee H,
    • 4 replies
    • 885 views

  10. Multiple Vesting Schedules in a 401(k) Plan

    By RetirementGal86,
    • 2 replies
    • 884 views

  11. In-house payroll system programmed to allow catchup capped at $7500

    By campy,
    • 2 replies
    • 697 views

  12. Compliance Testing for a Co-Op

    By metsfan026,
    • 1 reply
    • 542 views

  13. First Year of Roth

    By Brenda Wren,
    • 2 replies
    • 1k views

  14. 401(k) Corrective Distributions Calculation

    By Renafesq,
    • 2 replies
    • 571 views

  15. Roth Contributions

    By thepensionmaven,
    • 3 replies
    • 984 views

  16. LTPT Exhaustion

    By thepensionmaven,
    • 4 replies
    • 960 views

  17. Form 5330

    By 52626,
    • 5 replies
    • 762 views

  18. SPD Requirement

    By Bruce1,
    • 7 replies
    • 863 views

  19. 401-k Plan Merger

    By KevinMc,
    • 2 replies
    • 580 views

  20. Delinquent Contributions caused by payroll company

    By TPApril,
    • 5 replies
    • 1.2k views

  21. FT William Loan Procedures / QDRO Procedures

    By austin3515,
    • 6 replies
    • 575 views

  22. Solo 401k RMD

    By rtheis,   
    • 9 replies
    • 1k views

  23. Testing Related Group Plans

    By 415 Limit,
    • 6 replies
    • 811 views

  24. Automatic Enrollment Opt-Out

    By John K,
    • 1 reply
    • 604 views

  25. Voluntary employee contributions (after-tax), associated match and distribution timing

    By WCC,
    • 2 replies
    • 1k views

  26. add match with prior year testing - issues?

    By AlbanyConsultant,
    • 5 replies
    • 807 views

  27. Participant Count

    By In House Counsel,
    • 2 replies
    • 503 views

  28. Schedule MEP, and Working Owner

    By justanotheradmin,
    • 3 replies
    • 645 views

  29. Fixed Match limit

    By ejohnke,
    • 3 replies
    • 551 views

  30. New catch-up rules

    By Jakyasar,
    • 2 replies
    • 465 views

  31. 20% Mandatory Withholding

    By rblum50,
    • 3 replies
    • 788 views

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

    By Peter Gulia,
    • 0 replies
    • 341 views

  33. Pooled Employer Plan

    By TH 401k,
    • 4 replies
    • 682 views

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

    By Jakyasar,
    • 3 replies
    • 922 views

  35. Sole props deferral election after year end

    By Jakyasar,
    • 2 replies
    • 628 views

  36. Distribution Approval and Security

    By Tom,
    • 5 replies
    • 1.4k views

  37. ADP refund question

    By roy819,
    • 9 replies
    • 2k views

  38. Self-Certified Hardship withdrawal

    By alwaysaquestion,
    • 4 replies
    • 942 views

  39. super catch-up and plan contribution limit

    By Tom,
    • 1 reply
    • 704 views

  40. Automatic Enrollment Exemption for New Firms

    By Below Ground,
    • 5 replies
    • 996 views

  41. RMDs and Taxes

    By ratherbereading,
    • 1 reply
    • 546 views

  42. Overpayment recoupment after Notice 2024-77

    By FormsRstillmylife,
    • 1 reply
    • 767 views

  43. Catch-up 60-63 clarification

    By Tom,
    • 8 replies
    • 12.3k views

  44. Oppose 401A Payout

    By Ron J,
    • 6 replies
    • 636 views

  45. Elapsed Time - Eligibility - Rehire

    By Keith Lowery,
    • 5 replies
    • 1k views

  46. Mega Backdoor Roth Contribution Questions

    By metsfan026,
    • 2 replies
    • 1.1k views

  47. adjustable loan interest rate

    By jeff mandell,
    • 7 replies
    • 1.1k views

  48. 401 K

    By lian bawi,
    • 1 reply
    • 406 views

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

    By Peter Gulia,
    • 10 replies
    • 841 views

  50. automatic enrollment - grace period first deferral

    By LMK TPA,
    • 2 replies
    • 1.2k views
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