401(k) Plans

19,275 topics in this forum

1. Safe Harbor 401(k) and Top Heavy Rules

   By Guest SCUDDESLER, January 21, 2003
   • 2 replies
   • 1.9k views
   • 
   • kocak
   • January 22, 2003

2. Safe Harbor 401(k) and Top-Heavy

   By No Name, April 15, 2005
   • 1 reply
   • 1.1k views
   • 
   • austin3515
   • April 16, 2005

3. Safe Harbor 401(k) Can ER max salary deferral even though other EE's d

   By Guest Don J. Smith, July 18, 2000
   • 3 replies
   • 2k views
   • 
   • actuarysmith
   • July 19, 2000

4. Safe Harbor 401(k) Definition of Compensation

   By cathgrace, October 19, 2020   

   • safe harbor 401k
   • compensation definition
   • 5 replies
   • 1.3k views
   • 
   • cathgrace
   • October 20, 2020

5. Safe Harbor 401(k) Discretionary Contributions/Profit Sharing

   By mitchelt, May 22, 2015
   • 4 replies
   • 1.7k views
   • 
   • mitchelt
   • May 23, 2015

6. Safe Harbor 401(k) Doc issue

   By goldtpa, August 10, 2006
   • 8 replies
   • 2.5k views
   • 
   • Tom Poje
   • August 15, 2006

7. Safe Harbor 401(k) established, but employees not allowed to elect to

   By Guest Carolyn Barnard, November 12, 2002
   • 11 replies
   • 2.1k views
   • 
   • Guest
   • November 13, 2002

8. Safe Harbor 401(k) for Calendar Year 1999

   By Guest J Samuelson, February 20, 1999
   • 1 reply
   • 1.6k views
   • 
   • Guest
   • February 21, 1999

9. Safe Harbor 401(k) for Sole Proprietor

   By MarZDoates, January 31, 2003
   • 5 replies
   • 2.7k views
   • 
   • Mike Preston
   • January 31, 2003

10. Safe harbor 401(k) issue

    By chris, January 16, 2004
    • 2 replies
    • 1.1k views
    • 
    • chris
    • January 16, 2004

11. Safe Harbor 401(k) Match Discretionary?

    By Jilliandiz, September 9, 2004
    • 4 replies
    • 1.2k views
    • 
    • rcline46
    • September 9, 2004

12. Safe Harbor 401(k) Match top heavy plan - PS only to non-key/non-HCE

    By Tom, February 4
    • 1 reply
    • 516 views
    • 
    • RatherBeGolfing
    • February 4

13. Safe Harbor 401(k) Matching Contributions

    By Guest ATTY, April 21, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • April 21, 2000

14. Safe harbor 401(k) nonelective contribution

    By Guest le190, March 12, 1999
    • 2 replies
    • 2k views
    • 
    • Guest
    • March 15, 1999

15. Safe Harbor 401(k) Plan

    By Guest Joe Vasko, January 5, 2002
    • 1 reply
    • 1.7k views
    • 
    • Tom Poje
    • January 7, 2002

16. safe harbor 401(k) plan

    By Guest Mike Schwing, November 4, 2002
    • 1 reply
    • 1.9k views
    • 
    • MWeddell
    • November 5, 2002

17. Safe Harbor 401(k) Plan

    By ErisaGeek, July 24, 2003
    • 1 reply
    • 1.3k views
    • 
    • four01kman
    • July 24, 2003

18. Safe Harbor 401(k) Plan

    By John Feldt ERPA CPC QPA, May 31, 2007
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • August 17, 2007

19. Safe Harbor 401(k) Plan - Employer Wants to Suspend Match for One Subsidiary or Division

    By rocknrolls2, December 5, 2016   

    • Does Employer Lose Safe Harbo
    • 5 replies
    • 1.3k views
    • 
    • rocknrolls2
    • December 16, 2016

20. Safe Harbor 401(k) Plan & Top Heavy

    By Below Ground, April 17, 2008
    • 3 replies
    • 1.9k views
    • 
    • Below Ground
    • April 18, 2008

21. Safe Harbor 401(k) Plan Change

    By hsctpa, January 7, 2020
    • 5 replies
    • 1.4k views
    • 
    • hsctpa
    • January 8, 2020

22. Safe Harbor 401(k) Plan Changes its Plan Year

    By John A, March 15, 2002
    • 0 replies
    • 1.5k views
    • 
    • John A
    • March 15, 2002

23. Safe Harbor 401(k) plan deduction

    By John Feldt ERPA CPC QPA, January 13, 2010
    • 11 replies
    • 2.5k views
    • 
    • Kevin C
    • January 18, 2010

24. Safe harbor 401(k) plan for only part of a controlled group?

    By John A, April 2, 2001
    • 0 replies
    • 1.6k views
    • 
    • John A
    • April 2, 2001

25. Safe Harbor 401(k) Plan October 1st deadline

    By Ananda, December 1, 2021
    • 6 replies
    • 1k views
    • 
    • Kevin C
    • December 9, 2021

26. Safe Harbor 401(k) Plan Vesting Question

    By Guest blackdo2, November 30, 2004
    • 3 replies
    • 1.4k views
    • 
    • JanetM
    • November 30, 2004

27. Safe Harbor 401(K) Plan with Automatic Enrollment

    By RayRay, February 1, 2022
    • 5 replies
    • 1.3k views
    • 
    • Bill Presson
    • February 2, 2022

28. Safe Harbor 401(k) Plan/Failed 414s compensation test

    By rew, March 11, 2019
    • 12 replies
    • 7k views
    • 
    • Belgarath
    • May 1, 2019

29. Safe Harbor 401(k) Plans

    By J. Bringhurst, July 25, 2003
    • 2 replies
    • 1.7k views
    • 
    • Tom Poje
    • August 13, 2003

30. Safe Harbor 401(k) Plans - Plan Document Requirements

    By Guest Giovanni, July 29, 2004
    • 5 replies
    • 2.2k views
    • 
    • Tom Poje
    • July 30, 2004

31. Safe Harbor 401(k) Plans - usual to provide contributions to HCEs as w

    By John A, January 10, 2002
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • January 22, 2002

32. Safe harbor 401(k) plans mid-year amendments

    By Belgarath, September 24, 2012
    • 2 replies
    • 1.7k views
    • 
    • Belgarath
    • September 24, 2012

33. Safe harbor 401(k) plus cross-tested PS plan

    By Guest Dave Peckham, July 29, 2004
    • 14 replies
    • 2.7k views
    • 
    • Blinky the 3-eyed Fish
    • August 4, 2004

34. Safe Harbor 401(k) Question

    By Archimage, June 21, 2004
    • 2 replies
    • 1.3k views
    • 
    • Alf
    • June 22, 2004

35. Safe Harbor 401(k) Question

    By Guest tgraham, December 27, 2006
    • 3 replies
    • 1.5k views
    • 
    • Leopurrd
    • December 27, 2006

36. Safe harbor 401(k) sponsor acquires a SIMPLE IRA sponsor

    By Tom, September 18, 2024
    • 1 reply
    • 339 views
    • 
    • Lou S.
    • September 18, 2024

37. Safe Harbor 401(k) termination

    By R. Butler, March 16, 2018
    • 1 reply
    • 1.1k views
    • 
    • Below Ground
    • March 16, 2018

38. Safe Harbor 401(k) termination - how far in advance?

    By Sully, June 25, 2011
    • 5 replies
    • 4.3k views
    • 
    • Kevin C
    • June 27, 2011

39. safe harbor 401(k) to traditional 401, but wants to use safe harbor match formula

    By Lori H, May 20, 2004
    • 2 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • May 21, 2004

40. Safe Harbor 401(k) Top Heavy Question

    By MarZDoates, February 24, 2006
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • February 24, 2006

41. Safe Harbor 401(k) top-heavy if profit sharing contributions also made?

    By Guest Hilarion, December 9, 2003
    • 15 replies
    • 12.4k views
    • 
    • Reluctant Actuary
    • March 8, 2017

42. Safe Harbor 401(k) with 3% Non-elective (not a Maybe)

    By msmith, January 7, 2009
    • 10 replies
    • 2.2k views
    • 
    • rcline46
    • January 8, 2009

43. safe harbor 401(k) with 3% nonelective

    By thepensionmaven, February 28, 2001
    • 1 reply
    • 1.5k views
    • 
    • rcline46
    • February 28, 2001

44. Safe Harbor 401(k) with different eligibility rules

    By Guest Grumpy456, October 22, 2014
    • 3 replies
    • 1.7k views
    • 
    • Tom Poje
    • October 22, 2014

45. Safe Harbor 401(k) with immediate entry for deferrals and a 1 year wait for 3% Safe Harbor

    By HarleyBabe, October 5, 2016
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • October 5, 2016

46. Safe Harbor 401(k) with new controlled entity

    By cathyw, February 27, 2020
    • 2 replies
    • 489 views
    • 
    • cathyw
    • February 28, 2020

47. Safe Harbor 401(k) with Profit Sharing

    By Guest fishered, September 27, 2001
    • 1 reply
    • 1.5k views
    • 
    • actuarysmith
    • September 27, 2001

48. Safe Harbor 401(k) with Union Employees

    By Blinky the 3-eyed Fish, February 12, 2004
    • 6 replies
    • 5.7k views
    • 
    • wsp
    • February 17, 2004

49. Safe Harbor 401(k), Top Heavy and uses permitted disparity formula

    By katieinny, April 13, 2009
    • 10 replies
    • 6.2k views
    • 
    • katieinny
    • April 16, 2009

50. Safe Harbor 401(k), with Sole Prop and short initial plan year.

    By Belgarath, April 15, 2004
    • 4 replies
    • 1.4k views
    • 
    • jquazza
    • April 16, 2004