Does Baker Tilly’s 401(k) plan have an option for after-tax contributions with an automatic conversion to Roth feature?

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Posting as :
works at
You are currently posting as works at

I assume you will find out soon

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You’d think so, right?

https://joinfishbowl.com/post_v6kk4pxgw3

I feel like EY is very interested in this merger. Maybe they will learn something.

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Not really. Just the fact that 90% of the posts in this bowl lately have been MA and BT asking each other questions.

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Yes however the firm contributions are pre-tax only.

Our 401(k) plan allows for after-tax contributions on top of the 23,500 limit. Not all plans have this feature though.

This Fidelity article explains after-tax contributions fairly clearly. https://www.fidelity.com/viewpoints/retirement/401k-contributions

Does anyone know the match?

BT does 5% safe harbor and vested immediately.

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I think BT match is better than ours will our benefits change June 3 or Jan 1? Cohort official answer was “we don’t know yet”

I think June 3 based on the FAQ.

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