401(k) Plans

19,320 topics in this forum

1. Safe Harbor Contributions to Non-Existent Plan

   By Guest PJW, December 27, 2001
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • December 27, 2001

2. Safe Harbor Contributions Used in ACP Test

   By ABeach, December 14, 2020
   • 4 replies
   • 1k views
   • 
   • MWeddell
   • December 14, 2020

3. Safe Harbor Contributions?

   By Jilliandiz, July 12, 2005
   • 3 replies
   • 1.3k views
   • 
   • Jilliandiz
   • July 13, 2005

4. safe harbor contributions/410(b) coverage testing

   By Guest M Lavelle, May 9, 2000
   • 0 replies
   • 2.3k views
   • 
   • Guest
   • May 9, 2000

5. Safe Harbor Conversion

   By Dougsbpc, March 1, 2004
   • 3 replies
   • 1.2k views
   • 
   • Guest
   • March 2, 2004

6. Safe Harbor Correction

   By pixmax, March 13, 2012
   • 2 replies
   • 948 views
   • 
   • Lou S.
   • March 13, 2012

7. Safe Harbor Correction

   By FT Retire, March 15, 2023
   • 8 replies
   • 1.1k views
   • 
   • bito'money
   • March 15, 2023

8. Safe Harbor Coverage/exclusion

   By Bruce1, December 13, 2024
   • 1 reply
   • 681 views
   • 
   • Bill Presson
   • December 13, 2024

9. safe harbor cross tested plan - do terminees get a non elective contribution

   By k man, February 24, 2004
   • 8 replies
   • 1.6k views
   • 
   • WDIK
   • February 24, 2004

10. Safe Harbor Cross-tested Plan

    By SDS, July 11, 2018
    • 3 replies
    • 622 views
    • 
    • Tom Poje
    • July 11, 2018

11. Safe Harbor Deadline?

    By Guest W. Blake, June 24, 2005
    • 1 reply
    • 3k views
    • 
    • WDIK
    • June 24, 2005

12. Safe harbor deadlines

    By Guest Ephesian431, October 6, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • October 6, 1999

13. safe harbor deemed not top-heavy

    By Guest ERIC STRAND, March 21, 2002
    • 1 reply
    • 2k views
    • 
    • Tom Poje
    • March 21, 2002

14. Safe Harbor Deferral Election change/notice

    By Guest Peggy806, November 8, 2010
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • November 9, 2010

15. Safe Harbor deposit due date?

    By doombuggy, June 22, 2012
    • 5 replies
    • 2.3k views
    • 
    • ETA Consulting LLC
    • June 25, 2012

16. Safe harbor design

    By Guest Christie Banks, August 30, 2001
    • 1 reply
    • 1.5k views
    • 
    • MWeddell
    • August 31, 2001

17. Safe Harbor Design

    By Archimage, January 8, 2003
    • 3 replies
    • 1.3k views
    • 
    • Tom Poje
    • January 8, 2003

18. Safe Harbor Design

    By mming, August 20, 2001
    • 8 replies
    • 2.5k views
    • 
    • Tom Poje
    • August 23, 2001

19. Safe Harbor Diminimus?

    By rjterpstra19, January 24, 2025
    • 5 replies
    • 1.2k views
    • 
    • Artie M
    • January 24, 2025

20. Safe Harbor Discontinuation

    By Guest korchnoy, February 26, 2008
    • 8 replies
    • 1.6k views
    • 
    • Guest
    • February 27, 2008

21. Safe Harbor Discontinued / Any Creative Solutions for HCE?

    By Susan S., January 16, 2014
    • 4 replies
    • 1.1k views
    • 
    • ESOP Guy
    • January 17, 2014

22. Safe Harbor Discretionay Match Top Heavy

    By sdix401k, November 13, 2006
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • November 13, 2006

23. Safe Harbor Document Drafting Question

    By Phlyers, April 12, 2017
    • 3 replies
    • 612 views
    • 
    • Kevin C
    • April 12, 2017

24. Safe Harbor education needed

    By Guest dbutton, April 19, 2004
    • 2 replies
    • 1k views
    • 
    • Archimage
    • April 19, 2004

25. safe harbor effect on participation

    By JanetM, November 5, 2002
    • 0 replies
    • 1.1k views
    • 
    • JanetM
    • November 5, 2002

26. Safe Harbor Effective Date/ Eligibility Issue

    By chris, January 16, 2004
    • 0 replies
    • 1k views
    • 
    • chris
    • January 16, 2004

27. Safe Harbor Eligibility

    By Guest dstran, March 13, 2006
    • 3 replies
    • 2.2k views
    • 
    • Tom Poje
    • March 15, 2006

28. SAFE HARBOR ELIGIBILITY

    By ANONY0611, March 24, 2023   

    • safe habor
    • safe-harbor
    • (and 2 more)

      Tagged with:

      • safe habor
      • safe-harbor
      • eligiblity
      • retroactive
    • 1 reply
    • 559 views
    • 
    • C. B. Zeller
    • March 24, 2023

29. Safe Harbor Eligibility

    By Chippy, August 9, 2019
    • 1 reply
    • 580 views
    • 
    • justanotheradmin
    • August 9, 2019

30. Safe Harbor eligibility; Does IRS Notice 98-52 still govern re: no all

    By Guest ANNEBV, January 20, 2003
    • 9 replies
    • 2.1k views
    • 
    • Archimage
    • January 31, 2003

31. Safe Harbor Elimination

    By Dougsbpc, December 3, 2017
    • 6 replies
    • 2k views
    • 
    • Kevin C
    • December 4, 2017

32. Safe harbor employer 3% match never applied by pension plan sponsor to three terminated employees.

    By carolb23, December 22, 2016   

    • Unpaid funds from safe harbor
    • 5 replies
    • 886 views
    • 
    • ESOP Guy
    • December 27, 2016

33. safe harbor employer contribution plan

    By Guest JBeck, December 9, 2004
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • December 9, 2004

34. Safe Harbor Enhanced Match

    By DP, June 6, 2001
    • 1 reply
    • 1.7k views
    • 
    • Tom Poje
    • June 7, 2001

35. Safe Harbor Enhanced Match w/an additional $25K profit sharing contribution

    By Guest TLCPension, October 8, 2003
    • 3 replies
    • 1.2k views
    • 
    • Tom Poje
    • October 9, 2003

36. Safe Harbor ER Contribution

    By justatester, November 10, 2011
    • 1 reply
    • 1.6k views
    • 
    • 401king
    • November 10, 2011

37. Safe Harbor Excess Match Amount

    By Guest HHR, June 4, 2002
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • June 4, 2002

38. safe harbor excluded groups

    By WCC, May 20, 2013   

    • first year not an HCE
    • 3 replies
    • 1.5k views
    • 
    • WCC
    • May 20, 2013

39. Safe Harbor for Controlled Group

    By Guest Suanne, November 19, 2004
    • 1 reply
    • 990 views
    • 
    • Blinky the 3-eyed Fish
    • November 19, 2004

40. Safe Harbor for HCE's

    By ombskid, June 27, 2007
    • 4 replies
    • 1.6k views
    • 
    • Kimberly S
    • July 2, 2007

41. Safe Harbor for Short Year Plans

    By Guest bobbysmith, September 22, 2000
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • September 22, 2000

42. safe harbor for those still employed on LDOY only

    By Tom, November 25, 2025
    • 8 replies
    • 492 views
    • 
    • Paul I
    • December 3, 2025

43. safe harbor formula

    By Guest Tom Freeman, June 1, 1999
    • 1 reply
    • 1.7k views
    • 
    • MWeddell
    • June 1, 1999

44. Safe harbor formula

    By QNPG, May 18, 2011
    • 2 replies
    • 1.2k views
    • 
    • QNPG
    • May 18, 2011

45. Safe Harbor Funding requirement for 2022

    By Tom, November 29, 2022
    • 2 replies
    • 451 views
    • 
    • Bill Presson
    • November 29, 2022

46. Safe Harbor Hardship and Compensation

    By Below Ground, May 12, 2010
    • 0 replies
    • 998 views
    • 
    • Below Ground
    • May 12, 2010

47. Safe Harbor Hardship Distribution - purchase of principal residence

    By Guest bogart126, August 19, 2002
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • August 20, 2002

48. Safe Harbor Hardship Distribution and 409A

    By Randy Watson, February 12, 2008
    • 9 replies
    • 5k views
    • 
    • XTitan
    • April 4, 2018

49. Safe harbor hardship withdrawal standard

    By Guest Bud, June 24, 2002
    • 1 reply
    • 2.8k views
    • 
    • MWeddell
    • July 2, 2002

50. safe harbor hardships from deferrals

    By k man, September 28, 2004
    • 4 replies
    • 1.8k views
    • 
    • R. Butler
    • September 28, 2004