401(k) Plans

19,275 topics in this forum

1. Safe Harbor Plan Amendment

   By buckaroo, November 27, 2006
   • 3 replies
   • 1k views
   • 
   • stephen
   • November 28, 2006

2. Safe Harbor Plan and 11g amendment

   By Dennis Povloski, May 12, 2014
   • 2 replies
   • 1.9k views
   • 
   • Tom Poje
   • May 12, 2014

3. Safe harbor plan and 410(b) test

   By alexa, March 13, 2003
   • 4 replies
   • 3.6k views
   • 
   • Guest
   • March 13, 2003

4. Safe Harbor Plan and ACA

   By Vlad401k, July 15, 2024
   • 1 reply
   • 572 views
   • 
   • Gilmore
   • July 17, 2024

5. Safe Harbor Plan and calculation of match

   By 30Rock, January 2, 2013
   • 2 replies
   • 1.5k views
   • 
   • 30Rock
   • January 15, 2013

6. Safe harbor plan and cessation of some participating employers

   By 30Rock, February 14, 2024
   • 0 replies
   • 463 views
   • 
   • 30Rock
   • February 14, 2024

7. Safe Harbor Plan and Controlled Group

   By Guest cxs, September 13, 2005
   • 3 replies
   • 1.6k views
   • 
   • Guest
   • September 22, 2005

8. Safe Harbor Plan and Controlled Group

   By cpc0506, May 7, 2013
   • 0 replies
   • 1.1k views
   • 
   • cpc0506
   • May 7, 2013

9. Safe harbor plan and employee after-tax contributions

   By RPP2001, September 18, 2016
   • 10 replies
   • 6.2k views
   • 
   • thepensionmaven
   • September 16, 2018

10. Safe Harbor Plan and Excluded Compensation

    By John Feldt ERPA CPC QPA, May 3, 2016   

    • tips
    • bonus
    • (and 3 more)

      Tagged with:

      • tips
      • bonus
      • overtime
      • excluded compensation
      • safe harbor
    • 1 reply
    • 1.2k views
    • 
    • buckaroo
    • May 3, 2016

11. Safe Harbor Plan and Hardship issue

    By cpc0506, July 29, 2019
    • 1 reply
    • 641 views
    • 
    • Luke Bailey
    • July 29, 2019

12. Safe Harbor Plan and Merger

    By Guest PatF, March 22, 2005
    • 6 replies
    • 2.4k views
    • 
    • Guest
    • March 25, 2005

13. Safe Harbor Plan and Sale/acquisition

    By 30Rock, April 10
    • 10 replies
    • 1.7k views
    • 
    • Belgarath
    • April 14

14. Safe Harbor Plan and Short Plan Year

    By Guest AndyL, November 4, 2003
    • 3 replies
    • 1.7k views
    • 
    • Tom Poje
    • November 6, 2003

15. Safe Harbor plan and Top Heavy

    By Guest EPS2, January 9, 2008
    • 3 replies
    • 1.1k views
    • 
    • Bird
    • January 9, 2008

16. Safe Harbor Plan Can you have one with after tax matching contribution

    By Guest Kelly McCarthy, June 15, 1999
    • 5 replies
    • 3.1k views
    • 
    • Guest
    • June 22, 1999

17. Safe Harbor Plan compensation

    By Guest cxs, August 14, 2003
    • 2 replies
    • 1.1k views
    • 
    • four01kman
    • August 15, 2003

18. safe harbor plan compensation definition

    By AKconsult, July 5, 2007
    • 1 reply
    • 1.5k views
    • 
    • austin3515
    • July 5, 2007

19. Safe Harbor Plan Deemed not top heavy

    By Lori Foresz, February 20, 2004
    • 2 replies
    • 1.9k views
    • 
    • Lori Foresz
    • February 20, 2004

20. Safe Harbor Plan Definition of "Compensation"

    By Guest IRISH79, May 31, 2007
    • 2 replies
    • 2.1k views
    • 
    • John Feldt ERPA CPC QPA
    • May 31, 2007

21. safe harbor plan design

    By Guest Betsy Oakey, July 19, 2006
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • July 19, 2006

22. Safe Harbor Plan Design

    By wsp, May 30, 2006
    • 2 replies
    • 1.3k views
    • 
    • wsp
    • May 30, 2006

23. Safe Harbor plan exclude some HCEs, but not all

    By R. Butler, August 25, 2022
    • 4 replies
    • 1.2k views
    • 
    • CuseFan
    • August 26, 2022

24. Safe harbor plan fails coverage

    By 30Rock, June 3, 2015
    • 3 replies
    • 1.5k views
    • 
    • PensionPro
    • February 23, 2017

25. Safe Harbor Plan Hardship Withdrawals

    By QDROphile, December 2, 2002
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • December 2, 2002

26. safe harbor plan in controlled group

    By Guest LoloV, October 18, 2004
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • October 29, 2004

27. Safe harbor plan language

    By Guest SJPrince, April 21, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • April 21, 2000

28. Safe Harbor plan language

    By J Simmons, March 23, 2009
    • 6 replies
    • 2.5k views
    • 
    • Kevin C
    • March 24, 2009

29. safe harbor plan merging into non-safe harbor plan, different plan years

    By maverick, November 6, 2008
    • 0 replies
    • 1.1k views
    • 
    • maverick
    • November 6, 2008

30. safe harbor plan mid year acquisition

    By R. Butler, August 17, 2018
    • 2 replies
    • 783 views
    • 
    • Kevin C
    • August 21, 2018

31. Safe Harbor Plan Mid Year Changes

    By hsctpa, April 20, 2020
    • 3 replies
    • 833 views
    • 
    • Bill Presson
    • April 21, 2020

32. safe harbor plan start-up and 3-month rule

    By Tom, July 2, 2018
    • 3 replies
    • 1.6k views
    • 
    • Kevin C
    • July 2, 2018

33. safe harbor plan startup

    By Santo Gold, December 1, 2016
    • 8 replies
    • 2.2k views
    • 
    • Beemer
    • December 19, 2016

34. Safe Harbor Plan Terminating

    By Jilliandiz, June 23, 2005
    • 7 replies
    • 1.3k views
    • 
    • R. Butler
    • June 23, 2005

35. safe harbor plan termination

    By thepensionmaven, September 8, 2016
    • 4 replies
    • 1.1k views
    • 
    • Tom Poje
    • September 8, 2016

36. Safe Harbor Plan Termination Short Plan Year

    By Guest SRH, February 5, 2008
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • February 5, 2008

37. Safe Harbor Plan vs. Safe Harbor Match

    By Guest baconmouse, November 7, 2003
    • 6 replies
    • 2k views
    • 
    • Alf
    • November 12, 2003

38. Safe Harbor Plan w/ additional Match - ACP Test or not?

    By Guest Puff, August 11, 2014   

    • SHNE with match
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • August 11, 2014

39. safe harbor plan with 415 excess

    By AKconsult, February 26, 2010
    • 4 replies
    • 2.2k views
    • 
    • Tom Poje
    • March 2, 2010

40. Safe Harbor Plan with additional non- safe harbor Match

    By PMC, October 9, 2006
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • October 9, 2006

41. Safe Harbor Plan With After Tax

    By Guest mkelly, March 6, 2002
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • March 6, 2002

42. Safe Harbor Plan with After Tax

    By justatester, February 2, 2012
    • 11 replies
    • 5.2k views
    • 
    • Kevin C
    • February 3, 2012

43. Safe Harbor Plan with Different Definition of Compensation

    By NYHeel, July 29, 2020
    • 14 replies
    • 5.2k views
    • 
    • Bill Presson
    • August 5, 2020

44. Safe Harbor Plan with different elig. and ADP Testing

    By buckaroo, October 9, 2013
    • 8 replies
    • 2.2k views
    • 
    • Guest
    • October 21, 2013

45. Safe Harbor Plan with different eligibility for Deferrals and Safe Harbor

    By Tom, September 11, 2023
    • 6 replies
    • 4.5k views
    • 
    • Mr Bagwell
    • September 11, 2023

46. Safe Harbor plan with Discretionary Match that qualifies as a Safe Harbor for ACP Testing

    By msmith, July 21, 2016
    • 5 replies
    • 1k views
    • 
    • msmith
    • July 21, 2016

47. Safe Harbor plan with discretionary match using flexible discretionary formula

    By R. Butler, April 7
    • 0 replies
    • 495 views
    • 
    • R. Butler
    • April 7

48. Safe harbor plan with enhanced match and additional match

    By 30Rock, April 4, 2018
    • 5 replies
    • 2.1k views
    • 
    • MWeddell
    • April 16, 2018

49. Safe Harbor Plan with no contrib for NHCEs OK?

    By Lynn Campbell, December 17, 1998
    • 2 replies
    • 1.5k views
    • 
    • kocak
    • December 18, 1998

50. Safe Harbor Plan with only the owners deferring

    By Guest EPS2, March 11, 2008
    • 1 reply
    • 1k views
    • 
    • Kimberly S
    • March 11, 2008