Retirement Plans in General

5,772 topics in this forum

1. Top Heavy Minimums

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

2. Top Heavy Minimums and Excluded Classes of Employees

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

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

   By Guest Effie Clark, April 25, 2002
   • 2 replies
   • 1.9k views
   • 
   • Guest
   • April 26, 2002

4. Top Heavy Nightmare

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

5. top heavy or not top heavy?

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

6. Top Heavy Permissive Aggregation

   By Guest lforesz, April 9, 2003
   • 20 replies
   • 3.9k views
   • 
   • AndyH
   • April 17, 2003

7. Top Heavy Plan

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

8. Top Heavy Plan

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

9. top heavy plan

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

10. Top Heavy Plan - Former Key - attribution

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

11. Top Heavy Plan & Eligible Compensation

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

12. Top Heavy Plan Aggregation

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

13. Top Heavy Plans

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

14. 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

15. top heavy question

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

16. Top Heavy Question

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

17. Top Heavy Ratio and rounding

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

18. Top Heavy rules and EGTRA

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

19. top heavy status successor plan

    By R. Butler, March 7, 2006
    • 3 replies
    • 2.4k views
    • 
    • R. Butler
    • March 7, 2006

20. Top Heavy Testing

    By Guest coryjat, February 4, 2007
    • 3 replies
    • 2k views
    • 
    • J Simmons
    • February 10, 2007

21. top heavy testing

    By Guest lskin, August 7, 2006
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • August 7, 2006

22. Top Heavy Testing - Inservice distributions

    By Guest Randy713, December 23, 2004
    • 4 replies
    • 3.4k views
    • 
    • Belgarath
    • December 27, 2004

23. Top Heavy Testing 12/31/01 Determination Date

    By Guest dll, January 21, 2002
    • 6 replies
    • 2.1k views
    • 
    • david rigby
    • May 23, 2002

24. Top Heavy testing w/rollovers

    By Belgarath, August 29, 2003
    • 7 replies
    • 3k views
    • 
    • Belgarath
    • September 3, 2003

25. Top Heavy Testing-Controlled Group

    By Guest BAR, May 21, 2001
    • 6 replies
    • 4.4k views
    • 
    • Guest
    • May 22, 2001

26. Top Heavy to participants excluded from PS ?

    By Cynchbeast, February 4, 2016
    • 3 replies
    • 792 views
    • 
    • BG5150
    • February 4, 2016

27. Top Heavy Vesting

    By mming, October 16, 2012
    • 0 replies
    • 854 views
    • 
    • mming
    • October 16, 2012

28. Top Heavy Vesting

    By nancy, September 7, 2004
    • 18 replies
    • 4.3k views
    • 
    • AndyH
    • September 10, 2004

29. Top heavy vesting

    By pbarrett, April 16, 2003
    • 0 replies
    • 1.2k views
    • 
    • pbarrett
    • April 16, 2003

30. Top heavy vs gateway in a combo plan

    By Jakyasar, May 24, 2022
    • 6 replies
    • 1.3k views
    • 
    • Jakyasar
    • May 24, 2022

31. Top heavy, sole prop and SSI

    By Guest Bob Monte, September 7, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • September 7, 2001

32. Top Paid 25 HCE by marriage?

    By JButtrick, July 15, 2016
    • 0 replies
    • 724 views
    • 
    • JButtrick
    • July 15, 2016

33. Top Paid Group Election

    By dmb, December 7, 2010
    • 2 replies
    • 2.9k views
    • 
    • DMcGovern
    • December 8, 2010

34. Top Paid Group Election

    By dmb, February 25, 2003
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • February 25, 2003

35. Top-Heavy

    By Guest ChopperPilot, April 9, 2003
    • 3 replies
    • 1k views
    • 
    • Mike Preston
    • April 9, 2003

36. Top-Heavy contribution due date when plan year and tax year are differ

    By John A, October 30, 2001
    • 1 reply
    • 2k views
    • 
    • Guest
    • October 30, 2001

37. Top-Heavy Determination for Non-Pension Plans -- 1st and 2nd Plan Year

    By Guest Jan C, February 15, 1999
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • February 18, 1999

38. Top-Heavy Minimums, how does that affect allocations calculations?

    By Guest Enda80, July 5, 2008
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • July 6, 2008

39. Top-heavy question originally posted by EScott 1/24/99 - one plan in '

    By Dave Baker, February 9, 1999
    • 3 replies
    • 1.9k views
    • 
    • Kathy
    • June 15, 1999

40. Top-Heavy related questions; how does that impact coverage testing? I know that the people who do not work enough hours who would normally not get an

    By Guest Enda80, June 17, 2008
    • 1 reply
    • 878 views
    • 
    • Tom Poje
    • June 18, 2008

41. Top-heavy test - officer - determining number of employees in a year

    By John A, January 24, 2002
    • 7 replies
    • 2.4k views
    • 
    • John A
    • January 28, 2002

42. top-heavy vesting schedule

    By JustnERPA, December 18, 2018
    • 8 replies
    • 2.9k views
    • 
    • BG5150
    • December 19, 2018

43. Top-Heavy, Loan form unrelated rollover source

    By R. Butler, June 30, 2014
    • 1 reply
    • 765 views
    • 
    • Lou S.
    • June 30, 2014

44. top-paid group election among related employers

    By Bri, January 5, 2023
    • 2 replies
    • 1.1k views
    • 
    • Belgarath
    • January 9, 2023

45. Top-paid group election question; it does not overrule the ownership or more than 5% of a company, correct?

    By Guest Enda80, March 23, 2008
    • 1 reply
    • 1.4k views
    • 
    • Mike Preston
    • March 23, 2008

46. TOPHEAVY INTEGRATED PLAN

    By Guest dlm, January 3, 2007
    • 1 reply
    • 1.4k views
    • 
    • Mike Preston
    • January 3, 2007

47. TPA Adding Plan Sponsor to E&O Policy as Add'l Insured

    By IhrtERISA, January 21, 2019
    • 2 replies
    • 694 views
    • 
    • hr for me
    • January 21, 2019

48. TPA and financial fees paid to the TPA

    By Guest R. Daestrom, September 14, 2005
    • 5 replies
    • 2.1k views
    • 
    • E as in ERISA
    • September 19, 2005

49. TPA Consultant from Home

    By Guest JackiB, December 27, 2002
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • December 27, 2002

50. TPA ethical question

    By Santo Gold, July 21, 2005
    • 5 replies
    • 1.8k views
    • 
    • JanetM
    • July 21, 2005