401(k) Plans

19,275 topics in this forum

1. Safe Harbor Match (Per Pay Period) in Partnership

   By Guest Holly Foster, April 12, 2012
   • 2 replies
   • 4.5k views
   • 
   • jpod
   • April 13, 2012

2. Safe Harbor Match / Exclusion of Bonus

   By austin3515, November 24, 2015
   • 6 replies
   • 4.4k views
   • 
   • austin3515
   • November 25, 2015

3. Safe Harbor Match & Catch Up Calculation for off calendar plan

   By Guest Bob Lees, February 1, 2006
   • 0 replies
   • 1.6k views
   • 
   • Guest
   • February 1, 2006

4. Safe Harbor Match & NEC to A group of NHCE, 3% SH NEC & A group of HCE Excluded, Cross -Test & TH exemption

   By AdKu, August 10, 2016   

   • Safe Harbor Match
   • NEC to A group of NHCE
   • (and 1 more)

     Tagged with:

     • Safe Harbor Match
     • NEC to A group of NHCE
     • Cross -Test & TH exemption
   • 3 replies
   • 1.4k views
   • 
   • John Feldt ERPA CPC QPA
   • August 11, 2016

5. Safe Harbor Match & Safe Harbor Nonelective During Transition Period

   By EBECatty, January 21, 2020
   • 13 replies
   • 1.8k views
   • 
   • EBECatty
   • January 24, 2020

6. Safe Harbor Match & Top Heavy

   By BFree, May 2, 2002
   • 0 replies
   • 1.6k views
   • 
   • BFree
   • May 2, 2002

7. Safe Harbor match & top heavy

   By Santo Gold, March 2, 2006
   • 3 replies
   • 2.4k views
   • 
   • Leopurrd
   • March 2, 2006

8. safe harbor match + discretionary match

   By Santo Gold, November 7, 2006
   • 1 reply
   • 1.5k views
   • 
   • Tom Poje
   • November 7, 2006

9. Safe Harbor Match + Discretionary Match... can the discretionary match be made after the SH Match?

   By James Shen, July 31, 2024
   • 4 replies
   • 712 views
   • 
   • Gilmore
   • August 1, 2024

10. safe harbor match 401(k)

    By Gudgergirl, August 7, 2013
    • 13 replies
    • 2k views
    • 
    • John Feldt ERPA CPC QPA
    • August 8, 2013

11. safe harbor match accrual options

    By Earl, July 8, 2004
    • 2 replies
    • 2.1k views
    • 
    • Earl
    • July 9, 2004

12. Safe Harbor Match and 401(a)4 testing

    By Guest hog4you2, March 1, 2004
    • 4 replies
    • 2.2k views
    • 
    • Archimage
    • March 2, 2004

13. Safe Harbor match and compensation

    By Guest Frankie32, December 19, 2001
    • 1 reply
    • 1.5k views
    • 
    • jaemmons
    • December 19, 2001

14. Safe Harbor Match and Disc Match in a new Plan effective for 2002

    By Guest KMB, May 23, 2002
    • 1 reply
    • 1.5k views
    • 
    • Archimage
    • May 24, 2002

15. Safe Harbor Match and discretionary match

    By rcline46, November 22, 2005
    • 23 replies
    • 7.1k views
    • 
    • KJohnson
    • December 1, 2008

16. Safe Harbor Match and Discretionary Match

    By Guest abajeb, January 26, 2006
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • January 27, 2006

17. Safe Harbor Match and Highly Compensated

    By Gadgetfreak, August 11, 2008
    • 5 replies
    • 4.8k views
    • 
    • Guest
    • September 8, 2008

18. Safe Harbor Match and other qualified plan

    By Guest Joanne Davey, February 27, 2012
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • February 27, 2012

19. Safe Harbor Match and Per Pay Calculation Period

    By CLE401kGuy, May 12, 2014
    • 9 replies
    • 1.8k views
    • 
    • austin3515
    • May 16, 2014

20. Safe Harbor Match and Top Heavy

    By thepensionmaven, August 20, 2015
    • 9 replies
    • 6k views
    • 
    • austin3515
    • August 20, 2015

21. Safe Harbor Match and Top Heavy Minimum

    By Chippy, January 2, 2013
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • January 2, 2013

22. Safe Harbor Match and Top Heavy Rules

    By ldr, February 28, 2019   

    • safe harbor match
    • top heavy
    • 6 replies
    • 2.1k views
    • 
    • BG5150
    • March 4, 2019

23. Safe Harbor Match Arrangement

    By MBCarey, August 30, 2007
    • 3 replies
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • August 31, 2007

24. Safe Harbor Match but no 401k deferred

    By Becky Schwing, September 14, 2020
    • 3 replies
    • 513 views
    • 
    • RatherBeGolfing
    • September 15, 2020

25. Safe Harbor Match by Payroll - failing compensation ratio test

    By ekg24, May 22, 2024
    • 7 replies
    • 1.4k views
    • 
    • David Schultz
    • May 24, 2024

26. Safe Harbor Match Calculation

    By 52626, April 23, 2013
    • 5 replies
    • 3.4k views
    • 
    • K2retire
    • April 25, 2013

27. Safe Harbor Match Calculation Per Payroll Period

    By CAR, March 11, 2014
    • 9 replies
    • 14.9k views
    • 
    • masteff
    • March 12, 2014

28. Safe Harbor Match Calculation- Need Help

    By coleboy, May 18, 2015
    • 9 replies
    • 3.4k views
    • 
    • ETA Consulting LLC
    • May 20, 2015

29. safe harbor match cessation

    By pmacduff, May 27, 2011
    • 3 replies
    • 1.3k views
    • 
    • QNPG
    • May 27, 2011

30. Safe Harbor Match change

    By R. Butler, March 31, 2010
    • 2 replies
    • 973 views
    • 
    • Kevin C
    • March 31, 2010

31. safe harbor match changing each year

    By SheilaD, June 1, 2009
    • 2 replies
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • June 15, 2009

32. safe harbor match changing from payroll calc to annual

    By Santo Gold, October 24, 2007
    • 7 replies
    • 2.7k views
    • 
    • Kevin C
    • November 5, 2007

33. Safe Harbor Match Cont Count Towards Gateway

    By sdix401k, January 18, 2007
    • 2 replies
    • 2.7k views
    • 
    • Below Ground
    • January 19, 2007

34. Safe Harbor Match Contribution Source

    By KevinMc, March 2, 2018
    • 2 replies
    • 752 views
    • 
    • Tom Poje
    • March 2, 2018

35. Safe Harbor Match Definition -

    By Guest SCritchfield, December 12, 2002
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • December 13, 2002

36. Safe Harbor Match Deposit Deadline

    By Guest jvandyke, September 2, 2009
    • 4 replies
    • 6.8k views
    • 
    • Guest
    • September 22, 2009

37. Safe Harbor Match Deposits by Payroll Date?

    By KateSmithPA, March 11, 2005
    • 1 reply
    • 1.5k views
    • 
    • wmyer
    • March 11, 2005

38. Safe harbor match document requirements

    By Guest phy401k, October 4, 2010
    • 4 replies
    • 1.4k views
    • 
    • Kevin C
    • October 5, 2010

39. Safe Harbor Match Eligibility

    By kdubinski, October 9, 2018
    • 1 reply
    • 674 views
    • 
    • Kevin C
    • October 10, 2018

40. Safe Harbor Match for HCE's

    By Guest MrT, November 12, 2007
    • 6 replies
    • 2.2k views
    • 
    • Tom Poje
    • November 13, 2007

41. Safe harbor match for HCEs

    By ssntrr, February 19, 2015
    • 2 replies
    • 975 views
    • 
    • ssntrr
    • February 19, 2015

42. Safe Harbor Match for Start Up

    By Tetsuro, June 3, 2008
    • 1 reply
    • 994 views
    • 
    • Kimberly S
    • June 3, 2008

43. safe harbor match for th minimum

    By Guest billy bong, March 30, 1999
    • 1 reply
    • 1.4k views
    • 
    • Lynn Campbell
    • March 31, 1999

44. Safe Harbor Match Formula

    By WesleyT, February 6, 2009
    • 3 replies
    • 3.8k views
    • 
    • Kevin C
    • February 6, 2009

45. Safe Harbor Match Formula

    By HarleyBabe, December 18, 2013
    • 4 replies
    • 1.2k views
    • 
    • HarleyBabe
    • December 20, 2013

46. Safe harbor match formula

    By Guest metallic, March 1, 2011
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • March 1, 2011

47. Safe Harbor Match Formula

    By Nassau, March 24, 2015   

    • Catch up contributions
    • 2 replies
    • 1.6k views
    • 
    • Tom Poje
    • March 24, 2015

48. safe harbor match formulas

    By pmacduff, July 27, 2016
    • 2 replies
    • 1.2k views
    • 
    • pmacduff
    • July 27, 2016

49. Safe Harbor Match including Roth deferrals

    By thepensionmaven, April 1, 2016
    • 2 replies
    • 2.2k views
    • 
    • Tom Poje
    • April 1, 2016

50. Safe Harbor Match Issues

    By FishOn, February 9, 2024
    • 0 replies
    • 477 views
    • 
    • FishOn
    • February 9, 2024