401(k) Plans

19,275 topics in this forum

1. Safe harbor

   By Guest jim williams, July 29, 2003
   • 4 replies
   • 1.4k views
   • 
   • Guest
   • July 30, 2003

2. Safe Harbor

   By J. Bringhurst, November 26, 2002
   • 1 reply
   • 1.3k views
   • 
   • QDROphile
   • November 27, 2002

3. Safe Harbor 401(k) with New Comparability feature

   By Guest EPS2, January 21, 2009
   • 2 replies
   • 1.9k views
   • 
   • Tom Poje
   • January 21, 2009

4. Safe Harbor - addition of match mid-year

   By Robin Wilson, October 27, 2021
   • 4 replies
   • 1.7k views
   • 
   • MWeddell
   • January 24, 2022

5. Safe Harbor - can we change mid-year to fund match faster?

   By masteff, June 3, 2015
   • 6 replies
   • 1.3k views
   • 
   • masteff
   • June 4, 2015

6. Safe Harbor - changed mind

   By Sully, December 15, 2010
   • 8 replies
   • 1.7k views
   • 
   • Sully
   • December 20, 2010

7. Safe Harbor - Controlled Group

   By 52626, September 6, 2023
   • 2 replies
   • 1.2k views
   • 
   • Paul I
   • September 6, 2023

8. Safe Harbor - Disqualifying Provision

   By Guest shaul, September 15, 2010
   • 1 reply
   • 1.2k views
   • 
   • Tom Poje
   • September 15, 2010

9. Safe Harbor - Eligible Employees

   By Guest tintree73, November 13, 2006
   • 3 replies
   • 2.3k views
   • 
   • Guest
   • November 14, 2006

10. Safe harbor - Employee Contributions

    By PMC, March 16, 2001
    • 6 replies
    • 2.3k views
    • 
    • Richard Anderson
    • April 3, 2001

11. Safe Harbor - Exclude HCE's EXCEPT Owners

    By austin3515, November 16, 2012
    • 5 replies
    • 2.5k views
    • 
    • BG5150
    • November 16, 2012

12. safe harbor - last day rule allowed?

    By Guest billy bong, September 21, 1999
    • 1 reply
    • 1.9k views
    • 
    • Ervin Barham
    • September 21, 1999

13. safe harbor - last day/1000 hour requirement

    By smm, December 25, 2001
    • 4 replies
    • 5.8k views
    • 
    • Richard Anderson
    • December 26, 2001

14. Safe Harbor - no changes allowed, almost

    By John Feldt ERPA CPC QPA, October 24, 2007
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • October 25, 2007

15. safe harbor - OOPS!

    By mphs77, October 16, 2008
    • 4 replies
    • 2k views
    • 
    • BG5150
    • October 20, 2008

16. Safe Harbor - Per Pay Per Document....But

    By Guest saotampa, June 16, 2008
    • 12 replies
    • 1.7k views
    • 
    • Guest
    • June 19, 2008

17. Safe Harbor - revised for previous year

    By Guest jimmybeau, December 22, 2008
    • 12 replies
    • 1.9k views
    • 
    • Kevin C
    • December 31, 2008

18. safe harbor - vesting on 5th and 6th%?

    By EGB, December 5, 2006
    • 10 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • December 8, 2006

19. Safe Harbor -Merger Mid Year

    By 52626, June 16, 2022
    • 1 reply
    • 600 views
    • 
    • MWeddell
    • July 8, 2022

20. Safe Harbor "Maybe"

    By Guest rslagle224, November 11, 2005
    • 2 replies
    • 1.8k views
    • 
    • Bird
    • November 11, 2005

21. Safe Harbor "maybe" - when plan language is currently silent

    By Belgarath, November 14, 2013
    • 4 replies
    • 1.2k views
    • 
    • Kevin C
    • November 14, 2013

22. Safe Harbor "Maybe" Notice

    By Alex Daisy, November 7, 2008
    • 12 replies
    • 10.5k views
    • 
    • Blinky the 3-eyed Fish
    • November 17, 2008

23. Safe harbor "maybe" plan - amendments

    By Belgarath, January 5, 2015
    • 7 replies
    • 2.7k views
    • 
    • Bird
    • January 6, 2015

24. Safe Harbor "maybe" plans

    By Belgarath, September 13, 2017
    • 5 replies
    • 1.4k views
    • 
    • Belgarath
    • September 14, 2017

25. Safe Harbor "Switcheroo"

    By lkpittman, October 25, 2001
    • 0 replies
    • 1.4k views
    • 
    • lkpittman
    • October 25, 2001

26. Safe Harbor "testing" for Early Entry participants?

    By Guest CMC9, March 13, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 13, 2002

27. Safe Harbor "True Up" for non-participants?

    By Guest Sleigher, May 19, 2010
    • 9 replies
    • 3.1k views
    • 
    • K2retire
    • May 22, 2010

28. Safe Harbor "Wait and See"

    By Guest DTromb, December 5, 2005
    • 4 replies
    • 2.4k views
    • 
    • Guest
    • December 6, 2005

29. Safe Harbor "Wait-and-See" Notice

    By Jilliandiz, August 1, 2007
    • 11 replies
    • 4k views
    • 
    • austin3515
    • October 27, 2007

30. Safe Harbor (Non-elective 3%) - HELP!

    By lkpittman, March 25, 2002
    • 10 replies
    • 2.6k views
    • 
    • lkpittman
    • March 27, 2002

31. Safe Harbor / 401k = Different Eligibility Allowed?

    By jmartin, July 15, 2013
    • 18 replies
    • 8.5k views
    • 
    • BG5150
    • July 17, 2013

32. Safe Harbor / Different Eligibility for 401k and PS

    By CLE401kGuy, January 25, 2012
    • 3 replies
    • 1.4k views
    • 
    • Bill Presson
    • January 25, 2012

33. Safe Harbor & Integration

    By Guest Lisa Karlin, March 10, 2004
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • March 10, 2004

34. Safe Harbor & Loans

    By CJS07, January 25, 2007
    • 1 reply
    • 1.2k views
    • 
    • Jim Chad
    • January 26, 2007

35. Safe Harbor & New Comparability P/S Plan

    By Guest Jim Jesikiewicz, November 28, 2001
    • 3 replies
    • 2k views
    • 
    • Tom Poje
    • November 29, 2001

36. Safe Harbor & Participation Comp

    By ERISAAPPLE, March 29, 2018
    • 4 replies
    • 1.1k views
    • 
    • ERISAAPPLE
    • April 4, 2018

37. Safe Harbor & Peo

    By Guest ANNEBV, March 19, 2003
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • March 19, 2003

38. Safe Harbor & Severance Pay

    By Guest CHRISTA, January 7, 2002
    • 1 reply
    • 2.2k views
    • 
    • Erik Read
    • January 8, 2002

39. Safe Harbor & Topheavy

    By wmyer, January 29, 2004
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • February 2, 2004

40. Safe harbor 3% and Comp while a participant

    By rfahey, February 23, 2007
    • 3 replies
    • 1.3k views
    • 
    • Belgarath
    • February 28, 2007

41. safe harbor 3% contribution

    By Guest DavidB, January 28, 2000
    • 1 reply
    • 1.3k views
    • 
    • Cathy from Chicago
    • February 3, 2000

42. Safe Harbor 3% Contribution Cannot be Made (Employer doesn't have the

    By Guest CRA, December 11, 2002
    • 2 replies
    • 1.5k views
    • 
    • Tom Poje
    • December 11, 2002

43. Safe Harbor 3% Contribution?

    By Jilliandiz, January 11, 2005
    • 3 replies
    • 1.6k views
    • 
    • austin3515
    • January 11, 2005

44. Safe harbor 3% cross tested plan

    By Pixie, February 23, 2017
    • 5 replies
    • 520 views
    • 
    • Pixie
    • February 23, 2017

45. Safe Harbor 3% flip to Safe Harbor Match 4%

    By pbarrett, February 19, 2004
    • 1 reply
    • 1k views
    • 
    • Archimage
    • February 19, 2004

46. Safe Harbor 3% for HCEs

    By Pammie57, December 4, 2023
    • 6 replies
    • 831 views
    • 
    • CuseFan
    • December 6, 2023

47. Safe Harbor 3% for partner

    By Pammie57, February 13, 2024
    • 5 replies
    • 1.1k views
    • 
    • Bri
    • February 14, 2024

48. Safe Harbor 3% funded each payroll

    By Rai401k, March 26, 2015
    • 8 replies
    • 2.8k views
    • 
    • Bird
    • April 15, 2015

49. Safe Harbor 3% Maybe

    By 52626, March 11, 2015
    • 1 reply
    • 955 views
    • 
    • Tom Poje
    • March 11, 2015

50. Safe Harbor 3% NE

    By Guest Powers, November 10, 2006
    • 2 replies
    • 1.5k views
    • 
    • Tom Poje
    • November 13, 2006