401(k) Plans

19,319 topics in this forum

1. Safe Harbor Match plus Discretionary Match

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

2. Safe Harbor Match plus nonvesting match?

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

3. Safe Harbor Match question

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

4. Safe Harbor Match Reinstated

   By Logan401, February 19, 2010
   • 0 replies
   • 1.2k views
   • 
   • Logan401
   • February 19, 2010

5. Safe harbor match started mid-year.

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

6. Safe harbor match stopped in mid year

   By Santo Gold, August 14, 2009
   • 1 reply
   • 2.2k views
   • 
   • J Simmons
   • August 14, 2009

7. Safe Harbor Match suspended

   By ratherbereading, December 9, 2019   

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

8. Safe Harbor Match suspended beginning of plan year

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

9. Safe harbor match suspenseion

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

10. Safe harbor match testing

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

11. Safe Harbor Match to HCE

    By metsfan026, June 24, 2025
    • 5 replies
    • 1.1k views
    • 
    • CuseFan
    • June 24, 2025

12. Safe Harbor Match to HCEs

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

13. safe harbor match true up

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

14. Safe Harbor Match True-Up

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

15. Safe Harbor Match True-Up

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

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

    By Guest Jill B, June 15, 2010
    • 6 replies
    • 2k views
    • 
    • KMG77
    • June 17, 2010

17. Safe Harbor Match True-Up Question

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

18. Safe Harbor Match True-Up(Down)

    By 401king, June 23, 2009
    • 3 replies
    • 1.9k views
    • 
    • 401king
    • June 24, 2009

19. safe harbor match used to satisfy top heavy

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

20. 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

21. Safe Harbor Match with additional Match

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

22. Safe Harbor Match with Discretionary Match

    By Will.I.Am, June 20, 2018   

    • safe harbor match
    • discretionary match
    • 7 replies
    • 6.4k views
    • 
    • Tom Poje
    • June 22, 2018

23. Safe Harbor Match with dollar certain contribution

    By legort69, April 19, 2013   

    • safe harbor dollar certain
    • 12 replies
    • 2.3k views
    • 
    • GMK
    • May 10, 2013

24. safe harbor match with HCE discretionary match

    By kgrant, August 6, 2018   

    • safe harbor
    • 8 replies
    • 3.1k views
    • 
    • kgrant
    • August 10, 2018

25. safe harbor match with top heavy plan

    By MR, September 12, 2002
    • 7 replies
    • 1.9k views
    • 
    • R. Butler
    • September 19, 2002

26. Safe harbor match withdrawal restrictions

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

27. 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

28. Safe Harbor Match?

    By Dougsbpc, September 3, 2019
    • 9 replies
    • 1k views
    • 
    • Mike Preston
    • September 5, 2019

29. Safe Harbor Matches and Top Heavy...

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

30. Safe Harbor Matching

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

31. Safe Harbor Matching

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

32. Safe Harbor Matching - Plan Design

    By Guest TooMuchFreeTime, December 15, 2008
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • December 17, 2008

33. Safe Harbor Matching Contribution Forula Question

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

34. Safe Harbor Matching Contributions

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

35. Safe Harbor Matching Contributions - Two Basic Questions

    By metsfan026, October 4, 2022
    • 6 replies
    • 1.5k views
    • 
    • MWeddell
    • October 5, 2022

36. Safe Harbor Matching Contributions and ADP/ACP Testing

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

37. Safe Harbor matching plan

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

38. Safe harbor matching plan with discretionary contributions

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

39. Safe Harbor matching with a twist!

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

40. safe harbor maybe

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

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

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

42. Safe Harbor Maybe Notice and Amendment 2020

    By Tom, October 21, 2020   

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

43. Safe Harbor Method Change

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

44. Safe Harbor Method for Employee Elective Deferral Failures

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

45. Safe Harbor mid year

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

46. Safe Harbor Mid Year Amendment - Predecessor Service

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

47. Safe Harbor Mid year Amendments

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

48. Safe Harbor Mid Year Plan Merger

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

49. Safe Harbor Mid Year Retroactive Amendment

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

50. Safe Harbor mid-year

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