401(k) Plans

19,275 topics in this forum

1. Safe Harbor Notice Deadlines for various situations

   By Guest Kelly Igel, December 14, 2001
   • 0 replies
   • 1.9k views
   • 
   • Guest
   • December 14, 2001

2. safe harbor notice for 2017 distributed, but...

   By Belgarath, November 23, 2016
   • 9 replies
   • 1.3k views
   • 
   • Kevin C
   • November 29, 2016

3. Safe Harbor notice for termianting plan

   By BG5150, March 2, 2010
   • 3 replies
   • 1.1k views
   • 
   • Kevin C
   • March 3, 2010

4. Safe Harbor Notice given but plan not signed

   By Guest Pension Girl, January 20, 2010
   • 1 reply
   • 1.3k views
   • 
   • Tom Poje
   • January 21, 2010

5. Safe Harbor Notice mid-year non-Safe Harbor contribution change

   By Guest LStein, June 8, 2005
   • 7 replies
   • 1.9k views
   • 
   • R. Butler
   • June 9, 2005

6. Safe harbor notice period when changing plan year.

   By Guest jvanheyde, December 2, 2002
   • 2 replies
   • 1.3k views
   • 
   • John A
   • December 3, 2002

7. Safe Harbor notice PRIOR to the 90 day period

   By Belgarath, October 23, 2003
   • 5 replies
   • 1.7k views
   • 
   • R. Butler
   • October 24, 2003

8. safe harbor notice question

   By K2retire, September 1, 2010
   • 2 replies
   • 1.1k views
   • 
   • K2retire
   • September 1, 2010

9. Safe Harbor Notice Requirement

   By Guest justbetmd, September 21, 2006
   • 2 replies
   • 2.6k views
   • 
   • Kevin C
   • September 22, 2006

10. Safe Harbor notice requirement

    By Guest Ed Walker, November 22, 2002
    • 1 reply
    • 1.6k views
    • 
    • pmacduff
    • November 22, 2002

11. Safe Harbor Notice Requirements

    By metsfan026, November 15, 2021
    • 13 replies
    • 2.4k views
    • 
    • Belgarath
    • November 19, 2021

12. Safe Harbor Notice Sponsor changes mind twice

    By Guest nancy814, November 23, 2010
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • November 23, 2010

13. Safe Harbor Notice- SECURE ACT

    By Megan H, January 27, 2020
    • 4 replies
    • 2.3k views
    • 
    • AKconsult
    • January 31, 2020

14. Safe Harbor Notice, client wants to stop the plan.

    By Guest JPAdmin, February 5, 2002
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • February 6, 2002

15. Safe Harbor Notice?

    By Dougsbpc, October 24, 2007
    • 1 reply
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • October 24, 2007

16. Safe harbor notice/dating

    By pmacduff, December 20, 2004
    • 10 replies
    • 1.8k views
    • 
    • Tom Poje
    • December 21, 2004

17. Safe Harbor notices

    By pmacduff, November 7, 2006
    • 2 replies
    • 1.4k views
    • 
    • austin3515
    • November 8, 2006

18. Safe Harbor notices

    By pmacduff, November 15, 2005
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • November 16, 2005

19. Safe harbor notices and hardship changes

    By JPIngold, October 25, 2019
    • 3 replies
    • 844 views
    • 
    • Michelle Mianecki
    • October 30, 2019

20. Safe Harbor Only Plan and Union Folks - Top Heavy Issue

    By HarleyBabe, October 13, 2015
    • 2 replies
    • 1.2k views
    • 
    • HarleyBabe
    • November 4, 2015

21. Safe Harbor or Not

    By PMC, April 9, 2009
    • 5 replies
    • 1.5k views
    • 
    • Laura Harrington
    • April 16, 2009

22. safe harbor or not?

    By Santo Gold, April 28, 2015
    • 9 replies
    • 2.1k views
    • 
    • Kevin C
    • April 29, 2015

23. Safe Harbor or Not? That is the question.

    By cpc0506, November 30, 2010
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • November 30, 2010

24. Safe Harbor Participant

    By Stash026, April 2, 2015
    • 13 replies
    • 2.3k views
    • 
    • cheersmate
    • July 8, 2015

25. Safe Harbor Per Payroll Match

    By Logan401, November 22, 2013   

    • Safe Harbor Match
    • 16 replies
    • 4.1k views
    • 
    • Kevin C
    • November 22, 2013

26. Safe Harbor Plan

    By Guest JJC, April 21, 2003
    • 3 replies
    • 1.2k views
    • 
    • R. Butler
    • April 21, 2003

27. Safe Harbor Plan

    By Nassau, July 16, 2010
    • 0 replies
    • 879 views
    • 
    • Nassau
    • July 16, 2010

28. safe harbor plan

    By k man, November 8, 2007
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • November 8, 2007

29. Safe Harbor Plan

    By Guest Sieve, March 5, 2009
    • 22 replies
    • 2.8k views
    • 
    • Guest
    • March 9, 2009

30. Safe Harbor Plan

    By Guest Melissa Yoder, November 10, 2006
    • 2 replies
    • 1.3k views
    • 
    • SteveH
    • November 10, 2006

31. Safe Harbor Plan

    By Jilliandiz, January 31, 2006
    • 7 replies
    • 2.1k views
    • 
    • Tom Poje
    • February 3, 2006

32. safe harbor plan

    By Gary, August 30, 2010
    • 7 replies
    • 1.3k views
    • 
    • Gary
    • September 3, 2010

33. Safe Harbor Plan

    By John Feldt ERPA CPC QPA, July 29, 2008
    • 7 replies
    • 2k views
    • 
    • justatester
    • August 1, 2008

34. Safe Harbor Plan

    By pmacduff, December 1, 2003
    • 4 replies
    • 1.2k views
    • 
    • R. Butler
    • December 1, 2003

35. Safe Harbor Plan

    By Guest Pension Girl, August 4, 2009
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • August 5, 2009

36. Safe Harbor Plan

    By PMC, May 22, 2001
    • 0 replies
    • 1.4k views
    • 
    • PMC
    • May 22, 2001

37. Safe Harbor Plan

    By Nassau, September 9, 2010
    • 5 replies
    • 1.8k views
    • 
    • austin3515
    • January 19, 2011

38. Safe Harbor Plan

    By Guest WMiller, May 9, 2014   

    • true up
    • last day requirement
    • (and 2 more)

      Tagged with:

      • true up
      • last day requirement
      • non-elective & matching ctb
      • Top Heavy test
    • 10 replies
    • 3.6k views
    • 
    • Kevin C
    • May 12, 2014

39. Safe Harbor Plan

    By Guest mdcb, October 28, 2009
    • 14 replies
    • 2.3k views
    • 
    • Tom Poje
    • November 5, 2009

40. Safe Harbor Plan

    By MarZDoates, July 11, 2012
    • 1 reply
    • 882 views
    • 
    • ETA Consulting LLC
    • July 12, 2012

41. Safe Harbor Plan - Adopting Employer

    By austin3515, October 2, 2010
    • 1 reply
    • 1.5k views
    • 
    • 12AX7
    • October 6, 2010

42. Safe Harbor Plan - Change In Plan Year

    By austin3515, April 16, 2010
    • 2 replies
    • 4.4k views
    • 
    • John Feldt ERPA CPC QPA
    • April 16, 2010

43. Safe Harbor Plan - Compensation

    By Guest Ronin, September 10, 2001
    • 1 reply
    • 1.5k views
    • 
    • R. Butler
    • September 10, 2001

44. Safe Harbor Plan - Mid-Year Formula Change and Automatic Enrollment

    By Vlad401k, July 12, 2024
    • 4 replies
    • 1.4k views
    • 
    • Bill Presson
    • July 12, 2024

45. Safe Harbor Plan - Salary Deferral Election

    By kdubinski, May 3, 2017
    • 1 reply
    • 556 views
    • 
    • ETA Consulting LLC
    • May 3, 2017

46. Safe Harbor Plan / Top Heavy Question

    By Guest MikeD, April 6, 2010
    • 6 replies
    • 1.5k views
    • 
    • rcline46
    • April 13, 2010

47. Safe Harbor plan abruptly terminated

    By K2retire, June 7, 2016
    • 3 replies
    • 1.5k views
    • 
    • Kevin C
    • June 7, 2016

48. Safe Harbor Plan Aggregation

    By PAL, October 26, 2007
    • 3 replies
    • 1.8k views
    • 
    • PAL
    • November 6, 2007

49. Safe Harbor Plan Amendment

    By roundlou, May 24, 2019   

    • 401(k)
    • safe harbor
    • 5 replies
    • 2k views
    • 
    • Luke Bailey
    • June 5, 2019

50. Safe Harbor Plan Amendment

    By perkinsran, March 12, 2015
    • 6 replies
    • 1.3k views
    • 
    • Kevin C
    • March 16, 2015