401(k) Plans

19,332 topics in this forum

1. Safe Harbor Maybe Notice and Amendment 2020

   By Tom, October 21, 2020   

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

2. Safe Harbor Method Change

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

3. Safe Harbor Method for Employee Elective Deferral Failures

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

4. Safe Harbor mid year

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

5. Safe Harbor Mid Year Amendment - Predecessor Service

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

6. Safe Harbor Mid year Amendments

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

7. Safe Harbor Mid Year Plan Merger

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

8. Safe Harbor Mid Year Retroactive Amendment

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

9. Safe Harbor mid-year

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

10. Safe Harbor mid-year amendment

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

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

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

12. Safe harbor mid-year amendments

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

13. Safe Harbor Mid-Year Change

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

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

    By PJ2009, April 27, 2009
    • 3 replies
    • 2.6k views
    • 
    • PJ2009
    • April 28, 2009

15. Safe Harbor Mid-Year MERGER

    By JustMe, July 30, 2020
    • 15 replies
    • 6.8k views
    • 
    • JustMe
    • August 10, 2020

16. 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

17. Safe Harbor Money Purchase Plan

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

18. Safe Harbor Multiple Employer Plan

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

19. Safe Harbor Multiple Employer Plan

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

20. Safe Harbor Ne Plan With Simple

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

21. 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

22. Safe Harbor NEC -- Compensation

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

23. 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

24. Safe Harbor NEC plan for NHCEs only BRF

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

25. Safe Harbor NEC to another Plan

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

26. Safe Harbor NEC to HCE

    By Guest Peggy806, May 27, 2009
    • 2 replies
    • 1k views
    • 
    • John Feldt ERPA CPC QPA
    • May 28, 2009

27. Safe Harbor New Comparability Plan

    By MBCarey, February 1, 2006
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • February 1, 2006

28. Safe Harbor Non Elective

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

29. Safe Harbor Non Elective Cont

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

30. Safe Harbor Non Elective Contribution

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

31. SAFE HARBOR NON-ELECTIVE

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

32. Safe Harbor Non-elective

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

33. safe harbor non-elective

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

34. Safe Harbor Non-Elective

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

35. Safe Harbor Non-Elective - Recordkeeper disagreement

    By imchipbrown, August 5, 2019
    • 9 replies
    • 1.4k views
    • 
    • imchipbrown
    • August 9, 2019

36. Safe Harbor Non-Elective Amendment

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

37. safe harbor non-elective contribution

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

38. safe Harbor Non-Elective contributions

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

39. 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

40. Safe harbor non-elective for HCEs

    By thepensionmaven, April 8, 2017   

    • hces
    • 10 replies
    • 2.6k views
    • 
    • Gilmore
    • April 18, 2017

41. Safe Harbor Non-Elective full to part time

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

42. Safe harbor non-elective not yet made

    By thepensionmaven, May 24, 2017
    • 27 replies
    • 8.6k views
    • 
    • 401(k)athryn
    • April 6, 2018

43. Safe Harbor non-elective payments

    By bobbyM35, July 25, 2018
    • 29 replies
    • 4.8k views
    • 
    • Mike Preston
    • August 7, 2018

44. Safe harbor nonelective

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

45. Safe Harbor NonElective

    By thepensionmaven, May 8, 2017
    • 16 replies
    • 3.5k views
    • 
    • Tom Poje
    • May 16, 2017

46. Safe Harbor Nonelective "maybe" - eliminate HC?

    By Belgarath, November 8, 2013
    • 5 replies
    • 1.3k views
    • 
    • austin3515
    • November 12, 2013

47. Safe Harbor Nonelective & HCE exclusion

    By AdKu, March 13, 2017
    • 2 replies
    • 577 views
    • 
    • Bird
    • March 14, 2017

48. Safe Harbor Nonelective & QNEC

    By Guest Margaret25, February 9, 2010
    • 2 replies
    • 2.1k views
    • 
    • Kevin C
    • February 9, 2010

49. Safe Harbor Nonelective and 415

    By Gilmore, December 1, 2015
    • 18 replies
    • 2.1k views
    • 
    • BG5150
    • December 7, 2015

50. Safe Harbor Nonelective and inclusion of ineligible EE

    By Guest dhall, August 10, 2009
    • 2 replies
    • 1k views
    • 
    • WDIK
    • August 11, 2009