401(k) Plans

19,320 topics in this forum

1. Safe Harbor Implementation

   By Guest LonePlanAdministrator, March 12, 2009
   • 1 reply
   • 1.1k views
   • 
   • Guest
   • March 12, 2009

2. safe harbor in the new 401(k) regs

   By Guest anne1, December 9, 2005
   • 6 replies
   • 1.4k views
   • 
   • Tom Poje
   • December 13, 2005

3. Safe Harbor in Top Heavy Plan

   By ombskid, March 10, 2011
   • 6 replies
   • 2.6k views
   • 
   • BG5150
   • March 10, 2011

4. Safe harbor inclsuign previously excluded employees mid-year.

   By R. Butler, August 4, 2005
   • 1 reply
   • 1.4k views
   • 
   • Archimage
   • August 8, 2005

5. safe harbor ineligible participant

   By Guest LTurner, January 20, 2003
   • 2 replies
   • 1.3k views
   • 
   • Tom Poje
   • January 20, 2003

6. Safe Harbor Loan Provisions

   By RRivera, July 7, 2017
   • 2 replies
   • 584 views
   • 
   • Tom Poje
   • July 7, 2017

7. Safe harbor match

   By Guest cynthiar, March 24, 2004
   • 11 replies
   • 3.2k views
   • 
   • Tom Poje
   • March 26, 2004

8. Safe Harbor Match

   By FJR, November 5, 2004
   • 1 reply
   • 1.1k views
   • 
   • Tinman
   • November 5, 2004

9. Safe Harbor Match

   By Guest M. Martin, November 7, 2006
   • 2 replies
   • 1.7k views
   • 
   • Guest
   • November 7, 2006

10. Safe harbor match

    By pmacduff, January 5, 2007
    • 2 replies
    • 1.2k views
    • 
    • Sully
    • January 5, 2007

11. Safe Harbor Match

    By Guest moltengater, December 27, 2005
    • 1 reply
    • 2k views
    • 
    • Tom Poje
    • December 27, 2005

12. Safe Harbor Match

    By Dan, March 26, 2008
    • 1 reply
    • 1.3k views
    • 
    • QDROphile
    • March 26, 2008

13. Safe harbor match

    By pbarrett, February 27, 2004
    • 2 replies
    • 1.1k views
    • 
    • Brian Gallagher
    • February 27, 2004

14. Safe Harbor Match

    By thepensionmaven, July 25, 2017   

    • elapsed time calculation
    • 6 replies
    • 806 views
    • 
    • thepensionmaven
    • July 30, 2017

15. Safe Harbor Match

    By Guest jkrad, March 5, 2003
    • 9 replies
    • 2.1k views
    • 
    • Blinky the 3-eyed Fish
    • March 6, 2003

16. Safe Harbor Match

    By jkdoll2, September 18, 2008
    • 2 replies
    • 1.6k views
    • 
    • Kevin C
    • September 18, 2008

17. Safe Harbor Match

    By Below Ground, March 10, 2010
    • 2 replies
    • 960 views
    • 
    • Below Ground
    • March 11, 2010

18. Safe Harbor Match

    By Guest jim williams, June 25, 2007
    • 2 replies
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • June 26, 2007

19. Safe Harbor Match

    By Sir LB, February 1, 2016
    • 5 replies
    • 1.8k views
    • 
    • BG5150
    • February 2, 2016

20. Safe Harbor Match

    By Guest jefe96, March 2, 2005
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • March 2, 2005

21. Safe Harbor Match

    By DP, September 29, 2003
    • 4 replies
    • 1.2k views
    • 
    • DP
    • September 29, 2003

22. Safe Harbor Match

    By Gilmore, December 16, 2002
    • 3 replies
    • 1.7k views
    • 
    • Gilmore
    • December 17, 2002

23. Safe Harbor Match Question

    By Pammie57, March 6, 2019
    • 4 replies
    • 652 views
    • 
    • Kevin C
    • March 6, 2019

24. Safe Harbor Match - changing compensation definition

    By Belgarath, June 21, 2012
    • 2 replies
    • 1.2k views
    • 
    • Belgarath
    • June 21, 2012

25. Safe Harbor Match - Compensation

    By Guest Jstriley, May 10, 2010
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • May 10, 2010

26. safe harbor match - compensation period

    By Tom, December 12, 2022
    • 3 replies
    • 695 views
    • 
    • Luke Bailey
    • December 20, 2022

27. Safe Harbor Match - different entry dates

    By blue, July 13, 2005
    • 1 reply
    • 1.6k views
    • 
    • ak2ary
    • July 13, 2005

28. Safe harbor match - document silent on calculation period

    By WCC, April 3, 2019
    • 6 replies
    • 1.4k views
    • 
    • JustMe
    • July 22, 2019

29. Safe Harbor Match - Is required funding every 3 mo. period

    By Guest Kconsultant, October 14, 2004
    • 2 replies
    • 1.5k views
    • 
    • maverick
    • October 14, 2004

30. Safe Harbor Match - Last Day Rule

    By Guest raleightpa, March 14, 2008
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • March 14, 2008

31. Safe Harbor Match - Not for 2008

    By Jilliandiz, October 26, 2007
    • 3 replies
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • October 26, 2007

32. Safe Harbor Match - There's no money

    By Guest Shrek'sconfused, May 7, 2010
    • 0 replies
    • 858 views
    • 
    • Guest
    • May 7, 2010

33. Safe Harbor Match - Who's Doing It?

    By Guest Hope Jones, December 1, 1998
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 1, 1998

34. Safe Harbor Match -- Additional Formula

    By Archimage, January 4, 2008
    • 0 replies
    • 1.3k views
    • 
    • Archimage
    • January 4, 2008

35. Safe Harbor Match -Comp Definition

    By Guest Cheri_Rose, July 11, 2006
    • 5 replies
    • 2.8k views
    • 
    • Tom Poje
    • August 14, 2006

36. Safe Harbor Match "True UP"?

    By rodin011, June 22, 2009
    • 3 replies
    • 3.8k views
    • 
    • Blinky the 3-eyed Fish
    • June 22, 2009

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

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

38. Safe Harbor Match / Exclusion of Bonus

    By austin3515, November 24, 2015
    • 6 replies
    • 4.5k views
    • 
    • austin3515
    • November 25, 2015

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

    By Guest Bob Lees, February 1, 2006
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • February 1, 2006

40. 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
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • August 11, 2016

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

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

42. Safe Harbor Match & Top Heavy

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

43. Safe Harbor match & top heavy

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

44. safe harbor match + discretionary match

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

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

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

46. safe harbor match 401(k)

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

47. safe harbor match accrual options

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

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

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

49. Safe Harbor match and compensation

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

50. 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