401(k) Plans

19,275 topics in this forum

1. Safe Harbor Matching Contributions and ADP/ACP Testing

   By Guest jvajj, June 26, 2009
   • 1 reply
   • 1.3k views
   • 
   • Tom Poje
   • June 29, 2009

2. Safe Harbor matching plan

   By Belgarath, May 2, 2011
   • 1 reply
   • 874 views
   • 
   • GMK
   • May 2, 2011

3. Safe harbor matching plan with discretionary contributions

   By Belgarath, September 29, 2016
   • 8 replies
   • 1.7k views
   • 
   • austin3515
   • October 6, 2016

4. Safe Harbor matching with a twist!

   By Guest Pencor Consulting, October 24, 2005
   • 2 replies
   • 1.3k views
   • 
   • Tom Poje
   • October 24, 2005

5. safe harbor maybe

   By cpc0506, January 31, 2013
   • 5 replies
   • 2.8k views
   • 
   • Kevin C
   • January 31, 2013

6. Safe Harbor Maybe - Amend to Exclude HCE's for 2018?

   By CLKent23, October 24, 2018
   • 3 replies
   • 839 views
   • 
   • CLKent23
   • October 25, 2018

7. Safe Harbor Maybe Notice and Amendment 2020

   By Tom, October 21, 2020   

   • safe harbor notice
   • 1 reply
   • 726 views
   • 
   • Bird
   • October 22, 2020

8. Safe Harbor Method Change

   By Guest jimmybeau, December 22, 2008
   • 1 reply
   • 1.2k views
   • 
   • Tom Poje
   • December 22, 2008

9. Safe Harbor Method for Employee Elective Deferral Failures

   By Dave Baker, October 4, 2017
   • 2 replies
   • 954 views
   • 
   • Mike Preston
   • October 4, 2017

10. Safe Harbor mid year

    By 401kay, December 3, 2022
    • 2 replies
    • 687 views
    • 
    • 401kology
    • December 5, 2022

11. Safe Harbor Mid Year Amendment - Predecessor Service

    By 52626, September 18, 2014
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • September 19, 2014

12. Safe Harbor Mid year Amendments

    By 52626, July 21, 2016
    • 1 reply
    • 583 views
    • 
    • Lou S.
    • July 21, 2016

13. Safe Harbor Mid Year Plan Merger

    By PMC, May 3, 2006
    • 11 replies
    • 3.9k views
    • 
    • PMC
    • May 4, 2006

14. Safe Harbor Mid Year Retroactive Amendment

    By susieQ, June 12, 2019
    • 1 reply
    • 798 views
    • 
    • Kevin C
    • June 13, 2019

15. Safe Harbor mid-year

    By Guest Achilles, April 6, 2009
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • April 7, 2009

16. Safe Harbor mid-year amendment

    By RLR, July 20, 2015
    • 2 replies
    • 1.5k views
    • 
    • MWeddell
    • July 28, 2015

17. Safe Harbor mid-year amendment to compensation definition - nonelective contribution plan

    By Belgarath, February 28, 2022
    • 0 replies
    • 687 views
    • 
    • Belgarath
    • February 28, 2022

18. Safe harbor mid-year amendments

    By Belgarath, September 1, 2016
    • 2 replies
    • 1.2k views
    • 
    • Belgarath
    • September 1, 2016

19. Safe Harbor Mid-Year Change

    By khn, May 7, 2020
    • 1 reply
    • 743 views
    • 
    • Mike Preston
    • May 7, 2020

20. Safe Harbor Mid-Year Change (Match to Nonelective)

    By PJ2009, April 27, 2009
    • 3 replies
    • 2.5k views
    • 
    • PJ2009
    • April 28, 2009

21. Safe Harbor Mid-Year MERGER

    By JustMe, July 30, 2020
    • 15 replies
    • 6.5k views
    • 
    • JustMe
    • August 10, 2020

22. Safe Harbor Mid-Year Suspension and Top Heavy

    By ERISAAPPLE, May 24, 2018   

    • safe harbor
    • top heavy
    • 16 replies
    • 2.6k views
    • 
    • ERISAAPPLE
    • May 26, 2018

23. Safe Harbor Money Purchase Plan

    By Guest Mbrockway, May 26, 2004
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • May 26, 2004

24. Safe Harbor Multiple Employer Plan

    By rcline46, October 26, 2005
    • 1 reply
    • 1.4k views
    • 
    • QDROphile
    • October 26, 2005

25. Safe Harbor Multiple Employer Plan

    By Guest RAA, December 12, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • December 12, 2001

26. Safe Harbor Ne Plan With Simple

    By Guest LTurner, February 27, 2003
    • 3 replies
    • 987 views
    • 
    • Guest
    • February 27, 2003

27. Safe Harbor NEC - odd formula

    By 401QUE, October 23, 2013   

    • Safe Harbor
    • 414(s) Test
    • (and 2 more)

      Tagged with:

      • Safe Harbor
      • 414(s) Test
      • reasonableness test
      • excluding bonus
    • 3 replies
    • 2.2k views
    • 
    • BG5150
    • October 24, 2013

28. Safe Harbor NEC -- Compensation

    By Guest SWH, July 22, 2008
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • July 22, 2008

29. Safe Harbor NEC for eligible EE who quits mid-year...

    By J Simmons, August 19, 2009
    • 3 replies
    • 2.2k views
    • 
    • J Simmons
    • August 19, 2009

30. Safe Harbor NEC plan for NHCEs only BRF

    By buckaroo, November 10, 2010
    • 5 replies
    • 2k views
    • 
    • Kevin C
    • July 14, 2011

31. Safe Harbor NEC to another Plan

    By KJohnson, September 22, 1999
    • 1 reply
    • 1.7k views
    • 
    • MWeddell
    • September 23, 1999

32. Safe Harbor NEC to HCE

    By Guest Peggy806, May 27, 2009
    • 2 replies
    • 991 views
    • 
    • John Feldt ERPA CPC QPA
    • May 28, 2009

33. Safe Harbor New Comparability Plan

    By MBCarey, February 1, 2006
    • 4 replies
    • 2k views
    • 
    • Guest
    • February 1, 2006

34. Safe Harbor Non Elective

    By Lori H, August 8, 2008
    • 7 replies
    • 2.4k views
    • 
    • BG5150
    • August 11, 2008

35. Safe Harbor Non Elective Cont

    By Alex Daisy, April 20, 2010
    • 12 replies
    • 6.5k views
    • 
    • Kevin C
    • May 6, 2010

36. Safe Harbor Non Elective Contribution

    By Alex Daisy, December 16, 2008
    • 4 replies
    • 2.4k views
    • 
    • Tom Poje
    • December 17, 2008

37. SAFE HARBOR NON-ELECTIVE

    By Guest Teddi, May 9, 2007
    • 2 replies
    • 1.2k views
    • 
    • Tom Poje
    • May 9, 2007

38. Safe Harbor Non-elective

    By Gilmore, March 18, 2003
    • 2 replies
    • 1k views
    • 
    • Gilmore
    • March 18, 2003

39. safe harbor non-elective

    By thepensionmaven, February 25, 2024
    • 1 reply
    • 502 views
    • 
    • Bill Presson
    • February 25, 2024

40. Safe Harbor Non-Elective

    By Jilliandiz, July 24, 2007
    • 1 reply
    • 1.1k views
    • 
    • Bird
    • July 24, 2007

41. Safe Harbor Non-Elective - Recordkeeper disagreement

    By imchipbrown, August 5, 2019
    • 9 replies
    • 1.3k views
    • 
    • imchipbrown
    • August 9, 2019

42. Safe Harbor Non-Elective Amendment

    By Guest notapensiongeek, April 27, 2011
    • 7 replies
    • 1.1k views
    • 
    • rcline46
    • April 28, 2011

43. safe harbor non-elective contribution

    By thepensionmaven, February 14, 2018
    • 4 replies
    • 514 views
    • 
    • 401king
    • February 16, 2018

44. safe Harbor Non-Elective contributions

    By mphs77, June 29, 2011
    • 7 replies
    • 3k views
    • 
    • 12AX7
    • June 30, 2011

45. Safe Harbor Non-elective excludes certain HCEs

    By JJRetirement, April 24, 2017   

    • safe harbor 401(k)
    • highly compensated employees
    • (and 1 more)

      Tagged with:

      • safe harbor 401(k)
      • highly compensated employees
      • plan design
    • 5 replies
    • 2.4k views
    • 
    • BG5150
    • May 8, 2017

46. Safe harbor non-elective for HCEs

    By thepensionmaven, April 8, 2017   

    • hces
    • 10 replies
    • 2.5k views
    • 
    • Gilmore
    • April 18, 2017

47. Safe Harbor Non-Elective full to part time

    By Roger, October 19, 2020
    • 2 replies
    • 621 views
    • 
    • Roger
    • October 19, 2020

48. Safe harbor non-elective not yet made

    By thepensionmaven, May 24, 2017
    • 27 replies
    • 8.4k views
    • 
    • 401(k)athryn
    • April 6, 2018

49. Safe Harbor non-elective payments

    By bobbyM35, July 25, 2018
    • 29 replies
    • 4.5k views
    • 
    • Mike Preston
    • August 7, 2018

50. Safe harbor nonelective

    By Belgarath, March 25, 2011
    • 11 replies
    • 2.4k views
    • 
    • Earl
    • March 31, 2011