401(k) Plans

19,320 topics in this forum

1. Safe Harbor Match and discretionary match

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

2. Safe Harbor Match and Discretionary Match

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

3. Safe Harbor Match and Highly Compensated

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

4. Safe Harbor Match and other qualified plan

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

5. Safe Harbor Match and Per Pay Calculation Period

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

6. Safe Harbor Match and Top Heavy

   By thepensionmaven, August 20, 2015
   • 9 replies
   • 6.1k views
   • 
   • austin3515
   • August 20, 2015

7. Safe Harbor Match and Top Heavy Minimum

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

8. Safe Harbor Match and Top Heavy Rules

   By ldr, February 28, 2019   

   • safe harbor match
   • top heavy
   • 6 replies
   • 2.2k views
   • 
   • BG5150
   • March 4, 2019

9. Safe Harbor Match Arrangement

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

10. Safe Harbor Match but no 401k deferred

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

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

    By ekg24, May 22, 2024
    • 7 replies
    • 1.6k views
    • 
    • David Schultz
    • May 24, 2024

12. Safe Harbor Match Calculation

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

13. Safe Harbor Match Calculation Per Payroll Period

    By CAR, March 11, 2014
    • 9 replies
    • 15.1k views
    • 
    • masteff
    • March 12, 2014

14. Safe Harbor Match Calculation- Need Help

    By coleboy, May 18, 2015
    • 9 replies
    • 3.5k views
    • 
    • ETA Consulting LLC
    • May 20, 2015

15. safe harbor match cessation

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

16. Safe Harbor Match change

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

17. safe harbor match changing each year

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

18. safe harbor match changing from payroll calc to annual

    By Santo Gold, October 24, 2007
    • 7 replies
    • 2.8k views
    • 
    • Kevin C
    • November 5, 2007

19. Safe Harbor Match Cont Count Towards Gateway

    By sdix401k, January 18, 2007
    • 2 replies
    • 2.8k views
    • 
    • Below Ground
    • January 19, 2007

20. Safe Harbor Match Contribution Source

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

21. Safe Harbor Match Definition -

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

22. Safe Harbor Match Deposit Deadline

    By Guest jvandyke, September 2, 2009
    • 4 replies
    • 6.9k views
    • 
    • Guest
    • September 22, 2009

23. Safe Harbor Match Deposits by Payroll Date?

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

24. Safe harbor match document requirements

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

25. Safe Harbor Match Eligibility

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

26. Safe Harbor Match for HCE's

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

27. Safe harbor match for HCEs

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

28. Safe Harbor Match for Start Up

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

29. safe harbor match for th minimum

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

30. Safe Harbor Match Formula

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

31. Safe Harbor Match Formula

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

32. Safe harbor match formula

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

33. Safe Harbor Match Formula

    By Nassau, March 24, 2015   

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

34. safe harbor match formulas

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

35. Safe Harbor Match including Roth deferrals

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

36. Safe Harbor Match Issues

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

37. Safe Harbor Match maximum formula

    By Brian Gallagher, April 21, 2004
    • 3 replies
    • 7.4k views
    • 
    • TPApril
    • November 8, 2019

38. Safe Harbor Match mid-year suspension - notice

    By Belgarath, June 29, 2020
    • 3 replies
    • 663 views
    • 
    • Belgarath
    • July 1, 2020

39. Safe Harbor Match miscalculated by payroll provider

    By Pammie57, March 2, 2021
    • 2 replies
    • 706 views
    • 
    • Luke Bailey
    • March 3, 2021

40. Safe Harbor Match Miscalculated on Payroll by Payroll Basis?

    By kwalified, July 5, 2012
    • 18 replies
    • 3.5k views
    • 
    • austin3515
    • July 18, 2012

41. Safe Harbor Match not Deposited for Calendar Year 2017

    By msmith, February 18, 2019
    • 2 replies
    • 474 views
    • 
    • msmith
    • February 18, 2019

42. Safe harbor match on bonus

    By ratherbereading, December 20, 2021
    • 5 replies
    • 665 views
    • 
    • ratherbereading
    • December 20, 2021

43. Safe Harbor Match on Catch-UP Contributions

    By Guest pcohen, November 1, 2005
    • 1 reply
    • 1.7k views
    • 
    • MWeddell
    • November 2, 2005

44. Safe Harbor Match on pre-tax and Roth deferrals

    By BG5150, September 11, 2019
    • 11 replies
    • 1.7k views
    • 
    • Belgarath
    • September 13, 2019

45. Safe Harbor Match only for NHCEs

    By Guest milehighheel, November 3, 2009
    • 4 replies
    • 1.2k views
    • 
    • austin3515
    • November 6, 2009

46. Safe Harbor Match only to NHCEs?

    By CAR, November 30, 2006
    • 8 replies
    • 2.5k views
    • 
    • CAR
    • December 6, 2006

47. Safe Harbor Match Plan permissible to exclude HCE's and give lesser non Safe Harbor Match

    By hsctpa, December 14, 2021
    • 4 replies
    • 1.3k views
    • 
    • duckthing
    • December 16, 2021

48. Safe harbor match plan with additional discretionary match

    By Guest moosegirl, June 21, 2004
    • 4 replies
    • 5.9k views
    • 
    • Archimage
    • June 23, 2004

49. safe harbor match plan, retro amendment to make employee eligible and top heavy exemption

    By DMcGovern, March 1, 2022
    • 1 reply
    • 504 views
    • 
    • mming
    • March 4, 2022

50. Safe harbor match plus discretionary match

    By Belgarath, May 22, 2018
    • 7 replies
    • 1.4k views
    • 
    • Luke Bailey
    • June 20, 2018