401(k) Plans

19,275 topics in this forum

1. Safe Harbor Match maximum formula

   By Brian Gallagher, April 21, 2004
   • 3 replies
   • 7.3k views
   • 
   • TPApril
   • November 8, 2019

2. Safe Harbor Match mid-year suspension - notice

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

3. Safe Harbor Match miscalculated by payroll provider

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

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

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

5. Safe Harbor Match not Deposited for Calendar Year 2017

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

6. Safe harbor match on bonus

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

7. Safe Harbor Match on Catch-UP Contributions

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

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

   By BG5150, September 11, 2019
   • 11 replies
   • 1.6k views
   • 
   • Belgarath
   • September 13, 2019

9. Safe Harbor Match only for NHCEs

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

10. Safe Harbor Match only to NHCEs?

    By CAR, November 30, 2006
    • 8 replies
    • 2.4k views
    • 
    • CAR
    • December 6, 2006

11. 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

12. Safe harbor match plan with additional discretionary match

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

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

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

14. Safe harbor match plus discretionary match

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

15. safe harbor match plus discretionary match

    By WCC, January 23, 2018
    • 6 replies
    • 7.9k views
    • 
    • ldr
    • December 19, 2018

16. Safe Harbor Match plus Discretionary Match

    By Bruddah Kimo, November 9, 2011
    • 6 replies
    • 2.1k views
    • 
    • Tom Poje
    • November 10, 2011

17. Safe Harbor Match plus nonvesting match?

    By Guest Laura Millwood, January 5, 1999
    • 6 replies
    • 2.2k views
    • 
    • david shipp
    • January 6, 1999

18. Safe Harbor Match question

    By Guest mhicks, September 18, 2006
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • September 18, 2006

19. Safe Harbor Match Reinstated

    By Logan401, February 19, 2010
    • 0 replies
    • 1.1k views
    • 
    • Logan401
    • February 19, 2010

20. Safe harbor match started mid-year.

    By Guest revier, November 9, 2004
    • 0 replies
    • 947 views
    • 
    • Guest
    • November 9, 2004

21. Safe harbor match stopped in mid year

    By Santo Gold, August 14, 2009
    • 1 reply
    • 2.1k views
    • 
    • J Simmons
    • August 14, 2009

22. Safe Harbor Match suspended

    By ratherbereading, December 9, 2019   

    • safe harbor match suspende
    • acp test
    • 2 replies
    • 859 views
    • 
    • ratherbereading
    • December 9, 2019

23. Safe Harbor Match suspended beginning of plan year

    By Gilmore, September 29, 2015
    • 4 replies
    • 909 views
    • 
    • K2retire
    • October 2, 2015

24. Safe harbor match suspenseion

    By Pam S., January 31, 2020
    • 4 replies
    • 819 views
    • 
    • Pam S.
    • February 5, 2020

25. Safe harbor match testing

    By Guest scompliance, November 15, 2005
    • 11 replies
    • 4.1k views
    • 
    • MWeddell
    • November 18, 2005

26. Safe Harbor Match to HCE

    By metsfan026, June 24
    • 5 replies
    • 974 views
    • 
    • CuseFan
    • June 24

27. Safe Harbor Match to HCEs

    By Guest KMP, July 19, 2004
    • 3 replies
    • 1.1k views
    • 
    • g8r
    • July 21, 2004

28. safe harbor match true up

    By K2retire, September 12, 2013
    • 3 replies
    • 1.5k views
    • 
    • K2retire
    • September 13, 2013

29. Safe Harbor Match True-Up

    By hsctpa, July 7, 2022
    • 3 replies
    • 682 views
    • 
    • Tom
    • July 8, 2022

30. Safe Harbor Match True-Up

    By nerd-party-administrator, February 26, 2020
    • 2 replies
    • 756 views
    • 
    • nerd-party-administrator
    • February 27, 2020

31. Safe Harbor match true-up not made to HCEs

    By Guest Jill B, June 15, 2010
    • 6 replies
    • 1.9k views
    • 
    • KMG77
    • June 17, 2010

32. Safe Harbor Match True-Up Question

    By metsfan026, August 4, 2023
    • 3 replies
    • 736 views
    • 
    • BG5150
    • August 8, 2023

33. Safe Harbor Match True-Up(Down)

    By 401king, June 23, 2009
    • 3 replies
    • 1.8k views
    • 
    • 401king
    • June 24, 2009

34. safe harbor match used to satisfy top heavy

    By Trekker, August 18, 2006
    • 3 replies
    • 4.1k views
    • 
    • Tom Poje
    • August 21, 2006

35. Safe Harbor match with additional discretionary match

    By John Feldt ERPA CPC QPA, August 9, 2011
    • 5 replies
    • 1.2k views
    • 
    • ETA Consulting LLC
    • August 10, 2011

36. Safe Harbor Match with additional Match

    By Alex Daisy, February 19, 2016
    • 3 replies
    • 1.1k views
    • 
    • Tom Poje
    • February 22, 2016

37. Safe Harbor Match with Discretionary Match

    By Will.I.Am, June 20, 2018   

    • safe harbor match
    • discretionary match
    • 7 replies
    • 6.3k views
    • 
    • Tom Poje
    • June 22, 2018

38. Safe Harbor Match with dollar certain contribution

    By legort69, April 19, 2013   

    • safe harbor dollar certain
    • 12 replies
    • 2.2k views
    • 
    • GMK
    • May 10, 2013

39. safe harbor match with HCE discretionary match

    By kgrant, August 6, 2018   

    • safe harbor
    • 8 replies
    • 3k views
    • 
    • kgrant
    • August 10, 2018

40. safe harbor match with top heavy plan

    By MR, September 12, 2002
    • 7 replies
    • 1.8k views
    • 
    • R. Butler
    • September 19, 2002

41. Safe harbor match withdrawal restrictions

    By PAL, September 25, 2006
    • 2 replies
    • 2.9k views
    • 
    • Tom Poje
    • September 25, 2006

42. Safe Harbor Match wrt Top-Heavy Min & 401(a)(4)

    By Guest pension222, December 20, 2002
    • 1 reply
    • 1.3k views
    • 
    • R. Butler
    • December 20, 2002

43. Safe Harbor Match?

    By Dougsbpc, September 3, 2019
    • 9 replies
    • 999 views
    • 
    • Mike Preston
    • September 5, 2019

44. Safe Harbor Matches and Top Heavy...

    By Guest RONNIE WASEL, June 9, 2003
    • 2 replies
    • 1.2k views
    • 
    • Tom Poje
    • June 9, 2003

45. Safe Harbor Matching

    By Guest Rob, November 18, 1998
    • 1 reply
    • 1.7k views
    • 
    • MWeddell
    • November 19, 1998

46. Safe Harbor Matching

    By Guest PAINPA, May 6, 2003
    • 1 reply
    • 1.1k views
    • 
    • g8r
    • May 7, 2003

47. Safe Harbor Matching - Plan Design

    By Guest TooMuchFreeTime, December 15, 2008
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • December 17, 2008

48. Safe Harbor Matching Contribution Forula Question

    By Guest Gibson, March 22, 2001
    • 4 replies
    • 1.6k views
    • 
    • MWeddell
    • March 23, 2001

49. Safe Harbor Matching Contributions

    By Guest sammy, September 27, 2001
    • 1 reply
    • 2.1k views
    • 
    • Tom Poje
    • September 27, 2001

50. Safe Harbor Matching Contributions - Two Basic Questions

    By metsfan026, October 4, 2022
    • 6 replies
    • 1.3k views
    • 
    • MWeddell
    • October 5, 2022