Retirement Plans in General

5,753 topics in this forum

1. Top Heavy and Changes in Controlled Group

   By PensionPro, March 13, 2017
   • 3 replies
   • 1.1k views
   • 
   • ETA Consulting LLC
   • March 16, 2017

2. Top Heavy and Key employees

   By Lori H, March 11, 2015
   • 2 replies
   • 1k views
   • 
   • Lori H
   • March 11, 2015

3. top heavy and SEP, 401k

   By Belgarath, April 4, 2016
   • 1 reply
   • 535 views
   • 
   • Lou S.
   • April 4, 2016

4. Top heavy balance question, what do you include?

   By Guest Enda80, March 22, 2008
   • 12 replies
   • 3.9k views
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   • Mike Preston
   • March 27, 2008

5. top heavy calculation

   By eilano, October 19, 1999
   • 1 reply
   • 2.6k views
   • 
   • John A
   • October 20, 1999

6. Top Heavy Calculation with relationship to QDRO

   By stephen, August 16, 2001
   • 1 reply
   • 1.5k views
   • 
   • david rigby
   • August 16, 2001

7. Top Heavy Contrib Subject to Coverage?

   By BG5150, October 26, 2020
   • 6 replies
   • 813 views
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   • Lou S.
   • October 28, 2020

8. Top heavy contribution

   By Belgarath, October 14, 2010
   • 6 replies
   • 1.8k views
   • 
   • Tom Poje
   • October 15, 2010

9. Top heavy contribution needed?

   By Bird, June 1, 2016
   • 5 replies
   • 912 views
   • 
   • Bird
   • June 20, 2016

10. Top Heavy Contribution to Frozen DC Plan

    By chris, April 24, 2003
    • 2 replies
    • 1.9k views
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    • Mike Preston
    • April 29, 2003

11. Top Heavy DB plans

    By Guest GaryGaryGary, August 25, 2011
    • 1 reply
    • 846 views
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    • Lou S.
    • August 25, 2011

12. top heavy db-dc combo

    By Tom Poje, June 2, 2010
    • 1 reply
    • 999 views
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    • Mike Preston
    • June 3, 2010

13. Top Heavy DC & DB Plans for Mid-Size Physicians Group

    By Guest Jaym32, July 30, 2009
    • 6 replies
    • 1.3k views
    • 
    • Guest
    • July 31, 2009

14. Top Heavy Defined Contribution PLan

    By Gary, March 5, 2008
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • March 11, 2008

15. Top Heavy determination

    By Guest LoloV, June 4, 2003
    • 3 replies
    • 1.2k views
    • 
    • Mike Preston
    • June 10, 2003

16. Top Heavy Determination

    By Basically, February 1, 2022
    • 6 replies
    • 973 views
    • 
    • Basically
    • February 1, 2022

17. Top Heavy Determination and Forfeiture Account

    By Gilmore, September 6, 2018
    • 3 replies
    • 1k views
    • 
    • Gilmore
    • September 12, 2018

18. Top heavy determination for short plan year

    By Guest mo, March 29, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 29, 2000

19. Top heavy determination in a MEP - don't run away!

    By AlbanyConsultant, November 8, 2013
    • 0 replies
    • 1k views
    • 
    • AlbanyConsultant
    • November 8, 2013

20. Top Heavy Dumb

    By thepensionmaven, June 26, 2019
    • 3 replies
    • 747 views
    • 
    • CuseFan
    • June 27, 2019

21. Top Heavy Failing

    By Basically, August 11, 2022
    • 7 replies
    • 879 views
    • 
    • Basically
    • August 15, 2022

22. Top Heavy in Multiple Employer Plans

    By rcline46, January 9, 2013
    • 1 reply
    • 2k views
    • 
    • pmacduff
    • January 9, 2013

23. Top heavy issue in Multiple Employer Plan

    By Guest esi-jht, April 3, 2006
    • 0 replies
    • 1k views
    • 
    • Guest
    • April 3, 2006

24. Top Heavy Minimum

    By Archimage, November 25, 2015
    • 2 replies
    • 694 views
    • 
    • Archimage
    • November 25, 2015

25. top heavy minimum

    By Guest rhp, July 29, 2002
    • 3 replies
    • 1.3k views
    • 
    • actuarysmith
    • July 30, 2002

26. top heavy minimum

    By Chippy, April 26, 2013
    • 8 replies
    • 2.3k views
    • 
    • Belgarath
    • April 30, 2013

27. Top Heavy Minimum - all employees are officers

    By WhoLetTheDogsOut, January 13, 2016
    • 1 reply
    • 728 views
    • 
    • Lou S.
    • January 13, 2016

28. Top Heavy Minimum Allocations in 2 Plans

    By mming, October 2, 2001
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • October 2, 2001

29. Top Heavy Minimum and Gateway

    By Dougsbpc, July 24, 2016
    • 4 replies
    • 1.3k views
    • 
    • Tom Poje
    • July 25, 2016

30. Top Heavy minimum contribution in a DC plan

    By dmb, June 6, 2000
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • June 6, 2000

31. Top Heavy Minimum or Not?

    By Dougsbpc, June 19, 2007
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • June 19, 2007

32. Top heavy minimum with frozen DB + 401(k)

    By Guest Judy S, May 30, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • May 30, 2003

33. Top Heavy Minimums

    By perkinsran, July 27, 2006
    • 1 reply
    • 1.4k views
    • 
    • Sully
    • July 27, 2006

34. Top Heavy Minimums and Excluded Classes of Employees

    By mwyatt, April 21, 1999
    • 3 replies
    • 2.9k views
    • 
    • mwyatt
    • December 20, 2001

35. Top Heavy Minimums to Non-Key HCEs who have waived participation

    By Guest Effie Clark, April 25, 2002
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • April 26, 2002

36. Top Heavy Nightmare

    By rcline46, October 28, 2009
    • 0 replies
    • 887 views
    • 
    • rcline46
    • October 28, 2009

37. top heavy or not top heavy?

    By Santo Gold, January 24, 2005
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • January 25, 2005

38. Top Heavy Permissive Aggregation

    By Guest lforesz, April 9, 2003
    • 20 replies
    • 3.8k views
    • 
    • AndyH
    • April 17, 2003

39. Top Heavy Plan

    By Guest BAR, October 8, 2001
    • 2 replies
    • 1.4k views
    • 
    • rcline46
    • October 8, 2001

40. Top Heavy Plan

    By Guest SPOT, November 21, 2001
    • 1 reply
    • 1.4k views
    • 
    • jaemmons
    • November 21, 2001

41. top heavy plan

    By eilano, June 29, 2006
    • 1 reply
    • 1.3k views
    • 
    • Nate X
    • June 29, 2006

42. Top Heavy Plan - Former Key - attribution

    By Guest Holly Foster, January 10, 2011
    • 1 reply
    • 3.9k views
    • 
    • Lou S.
    • January 10, 2011

43. Top Heavy Plan & Eligible Compensation

    By Guest LWilson, August 27, 2002
    • 14 replies
    • 2.3k views
    • 
    • Mike Preston
    • August 28, 2002

44. Top Heavy Plan Aggregation

    By MarZDoates, June 14, 2002
    • 1 reply
    • 1.2k views
    • 
    • Richard Anderson
    • June 14, 2002

45. Top Heavy Plans

    By Guest DIGMYDOG, June 4, 2003
    • 11 replies
    • 3k views
    • 
    • QDROphile
    • June 8, 2003

46. Top Heavy Profit Sharing Plan - Must there be an ER contribution?

    By Guest ChopperPilot, February 2, 2005
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • February 2, 2005

47. top heavy question

    By Guest stanlipton, April 8, 2013
    • 6 replies
    • 1.5k views
    • 
    • BG5150
    • April 9, 2013

48. Top Heavy Question

    By BG5150, January 28, 2021
    • 1 reply
    • 511 views
    • 
    • Lou S.
    • January 28, 2021

49. Top Heavy Ratio and rounding

    By buckaroo, November 27, 2007
    • 10 replies
    • 2.7k views
    • 
    • Mike Preston
    • December 1, 2007

50. Top Heavy rules and EGTRA

    By stephen, June 19, 2001
    • 2 replies
    • 1.5k views
    • 
    • stephen
    • June 20, 2001