401(k) Plans

19,319 topics in this forum

1. Safe harbor notice/dating

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

2. Safe Harbor notices

   By pmacduff, November 7, 2006
   • 2 replies
   • 1.5k views
   • 
   • austin3515
   • November 8, 2006

3. Safe Harbor notices

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

4. Safe harbor notices and hardship changes

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

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

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

6. Safe Harbor or Not

   By PMC, April 9, 2009
   • 5 replies
   • 1.6k views
   • 
   • Laura Harrington
   • April 16, 2009

7. safe harbor or not?

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

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

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

9. Safe Harbor Participant

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

10. Safe Harbor Per Payroll Match

    By Logan401, November 22, 2013   

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

11. Safe Harbor Plan

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

12. Safe Harbor Plan

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

13. safe harbor plan

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

14. Safe Harbor Plan

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

15. Safe Harbor Plan

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

16. Safe Harbor Plan

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

17. safe harbor plan

    By Gary, August 30, 2010
    • 7 replies
    • 1.4k views
    • 
    • Gary
    • September 3, 2010

18. Safe Harbor Plan

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

19. Safe Harbor Plan

    By pmacduff, December 1, 2003
    • 4 replies
    • 1.3k views
    • 
    • R. Butler
    • December 1, 2003

20. Safe Harbor Plan

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

21. Safe Harbor Plan

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

22. Safe Harbor Plan

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

23. 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
    • 3.7k views
    • 
    • Kevin C
    • May 12, 2014

24. Safe Harbor Plan

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

25. Safe Harbor Plan

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

26. Safe Harbor Plan - Adopting Employer

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

27. 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

28. Safe Harbor Plan - Compensation

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

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

    By Vlad401k, July 12, 2024
    • 4 replies
    • 1.5k views
    • 
    • Bill Presson
    • July 12, 2024

30. Safe Harbor Plan - Salary Deferral Election

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

31. Safe Harbor Plan / Top Heavy Question

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

32. Safe Harbor plan abruptly terminated

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

33. Safe Harbor Plan Aggregation

    By PAL, October 26, 2007
    • 3 replies
    • 1.9k views
    • 
    • PAL
    • November 6, 2007

34. Safe Harbor Plan Amendment

    By roundlou, May 24, 2019   

    • 401(k)
    • safe harbor
    • 5 replies
    • 2.1k views
    • 
    • Luke Bailey
    • June 5, 2019

35. Safe Harbor Plan Amendment

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

36. Safe Harbor Plan Amendment

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

37. Safe Harbor Plan and 11g amendment

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

38. Safe harbor plan and 410(b) test

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

39. Safe Harbor Plan and ACA

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

40. Safe Harbor Plan and calculation of match

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

41. Safe harbor plan and cessation of some participating employers

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

42. Safe Harbor Plan and Controlled Group

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

43. Safe Harbor Plan and Controlled Group

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

44. Safe harbor plan and employee after-tax contributions

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

45. 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

46. Safe Harbor Plan and Hardship issue

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

47. Safe Harbor Plan and Merger

    By Guest PatF, March 22, 2005
    • 6 replies
    • 2.5k views
    • 
    • Guest
    • March 25, 2005

48. Safe Harbor Plan and Sale/acquisition

    By 30Rock, April 10, 2025
    • 10 replies
    • 1.8k views
    • 
    • Belgarath
    • April 14, 2025

49. Safe Harbor Plan and Short Plan Year

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

50. Safe Harbor plan and Top Heavy

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