401(k) Plans

19,275 topics in this forum

1. Safe Harbor Plan with Profit Sharing Coverage

   By PFranckowiak, February 25, 2016
   • 9 replies
   • 3k views
   • 
   • Tom Poje
   • February 29, 2016

2. Safe Harbor Plan with Relaxed Entry for 401k

   By CLE401kGuy, April 10, 2019
   • 4 replies
   • 583 views
   • 
   • justanotheradmin
   • April 10, 2019

3. Safe Harbor Plan--What testing is needed?

   By sloble@crowleyfleck.com, May 25, 2004
   • 8 replies
   • 2.4k views
   • 
   • Blinky the 3-eyed Fish
   • May 26, 2004

4. Safe harbor plan, disaggregation

   By JRN, August 18, 2022
   • 2 replies
   • 835 views
   • 
   • JRN
   • August 23, 2022

5. Safe Harbor plan, plan merger and the top heavy exemption

   By AJ North, October 24, 2022
   • 1 reply
   • 547 views
   • 
   • Lou S.
   • October 24, 2022

6. Safe Harbor Plans

   By M_2015, March 28, 2023
   • 4 replies
   • 494 views
   • 
   • C. B. Zeller
   • March 28, 2023

7. safe harbor plans

   By Guest Jennyb473, December 15, 2009
   • 9 replies
   • 2k views
   • 
   • Mike Preston
   • April 1, 2010

8. Safe harbor plans

   By Guest Theresa, June 8, 1999
   • 4 replies
   • 1.5k views
   • 
   • Guest
   • June 17, 1999

9. Safe Harbor Plans

   By Nassau, February 24, 2011
   • 3 replies
   • 1.1k views
   • 
   • Kevin C
   • February 24, 2011

10. Safe Harbor Plans

    By Guest andmik, July 1, 2009
    • 4 replies
    • 1.2k views
    • 
    • Jim Chad
    • July 3, 2009

11. safe harbor plans

    By Guest Jane Freeman, February 20, 2003
    • 1 reply
    • 1k views
    • 
    • R. Butler
    • February 20, 2003

12. Safe Harbor Plans

    By Guest zora, September 27, 2006
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • September 27, 2006

13. Safe Harbor Plans

    By cpc0506, November 27, 2009
    • 2 replies
    • 1.1k views
    • 
    • Tom Poje
    • November 30, 2009

14. Safe Harbor Plans - ADP/ACP Testing Method

    By Leopurrd, June 7, 2006
    • 11 replies
    • 4.6k views
    • 
    • Guest
    • June 19, 2006

15. Safe Harbor Plans - Midyear Changes

    By Guest shaul, November 10, 2009
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • November 10, 2009

16. Safe Harbor Plans - True Up

    By Guest Becki625, August 13, 2007
    • 7 replies
    • 3.7k views
    • 
    • QDROphile
    • August 14, 2007

17. Safe Harbor Plans / 414s

    By austin3515, January 16, 2017
    • 6 replies
    • 724 views
    • 
    • austin3515
    • January 16, 2017

18. Safe Harbor Plans and 410(b)

    By ERISAAPPLE, March 4, 2018
    • 12 replies
    • 3.9k views
    • 
    • Mike Preston
    • March 6, 2018

19. Safe Harbor Plans and minimum age

    By Guest TLCPension, March 13, 2003
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • March 13, 2003

20. Safe Harbor plans and Top Heavy

    By Guest rffahey, January 10, 2005
    • 8 replies
    • 1.7k views
    • 
    • FJR
    • February 16, 2005

21. Safe Harbor Plans with After-tax

    By justatester, September 21, 2021
    • 9 replies
    • 2.9k views
    • 
    • Mr Bagwell
    • September 22, 2021

22. Safe Harbor Plans with Profit Sharing

    By dragondon, November 8, 2022
    • 4 replies
    • 3.1k views
    • 
    • Belgarath
    • November 9, 2022

23. Safe Harbor Plans-Prior Money Vesting

    By Guest Jeff P, November 19, 1999
    • 1 reply
    • 1.5k views
    • 
    • Alf
    • November 24, 1999

24. Safe Harbor PlanTwo-Year Wait?

    By ljr, November 10, 2003
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • November 10, 2003

25. Safe Harbor plus Discretionary Match - 2019

    By ldr, December 19, 2018   

    • safe harbor
    • acp test
    • (and 1 more)

      Tagged with:

      • safe harbor
      • acp test
      • discretionary match
    • 5 replies
    • 996 views
    • 
    • ldr
    • December 21, 2018

26. safe harbor profit sharing

    By k man, April 24, 2007
    • 3 replies
    • 2.1k views
    • 
    • austin3515
    • May 7, 2007

27. safe harbor QACA Match

    By Robin Wilson, January 15, 2021
    • 1 reply
    • 685 views
    • 
    • Lou S.
    • January 15, 2021

28. Safe Harbor QNEC not made for HCE

    By TPA Bob, April 27, 2007
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • April 30, 2007

29. safe harbor quandary

    By Guest art, December 9, 1998
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • December 10, 1998

30. Safe Harbor Question

    By Dougsbpc, October 10, 2021
    • 0 replies
    • 313 views
    • 
    • Dougsbpc
    • October 10, 2021

31. Safe Harbor Question

    By Archimage, August 26, 2003
    • 13 replies
    • 1.6k views
    • 
    • Archimage
    • August 28, 2003

32. Safe Harbor question

    By jkharvey, March 10, 2001
    • 2 replies
    • 1.7k views
    • 
    • Kristina
    • March 12, 2001

33. Safe Harbor Question

    By Guest CHRISTA, December 14, 2001
    • 1 reply
    • 1.5k views
    • 
    • wmyer
    • December 14, 2001

34. Safe Harbor Question

    By Stash026, October 27, 2015
    • 3 replies
    • 751 views
    • 
    • Tom Poje
    • October 27, 2015

35. Safe Harbor question......

    By Guest jhilliard, March 23, 2004
    • 5 replies
    • 1.2k views
    • 
    • Tom Poje
    • March 23, 2004

36. Safe Harbor Rescension

    By Archimage, November 29, 2004
    • 2 replies
    • 1.2k views
    • 
    • Archimage
    • November 30, 2004

37. Safe Harbor rides again

    By pmacduff, November 5, 2003
    • 2 replies
    • 1.1k views
    • 
    • pmacduff
    • November 5, 2003

38. Safe Harbor short plan year after SARSEP

    By Guest Wierenga, December 22, 2004
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 22, 2004

39. Safe Harbor Spin-Off

    By PMC, April 15, 2010
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • September 8, 2011

40. Safe Harbor Stacked Match

    By Gilmore, November 11, 2003
    • 0 replies
    • 1.7k views
    • 
    • Gilmore
    • November 11, 2003

41. Safe Harbor Start Up

    By cpc0506, December 7, 2012
    • 1 reply
    • 1k views
    • 
    • Tom Poje
    • December 7, 2012

42. Safe Harbor status and impermissible hardship

    By 30Rock, April 6, 2017
    • 4 replies
    • 582 views
    • 
    • 30Rock
    • April 7, 2017

43. Safe Harbor Status for Terminating Plan

    By Guest phy401k, August 11, 2011
    • 3 replies
    • 1.9k views
    • 
    • austin3515
    • August 11, 2011

44. Safe Harbor Taxable Fringe Benefit

    By austin3515, April 30, 2020
    • 8 replies
    • 1.8k views
    • 
    • Luke Bailey
    • May 1, 2020

45. Safe harbor term and SIMPLE 401-k establishment

    By Guest pensionadmin, December 11, 2001
    • 1 reply
    • 1.4k views
    • 
    • jaemmons
    • December 11, 2001

46. Safe Harbor Termination

    By 52626, November 20, 2013
    • 1 reply
    • 2.2k views
    • 
    • Kevin C
    • November 21, 2013

47. Safe Harbor Termination Mid-Year

    By austin3515, March 31, 2008
    • 0 replies
    • 1.4k views
    • 
    • austin3515
    • March 31, 2008

48. Safe Harbor testing for 23’ and in June I did something stupid (maybe?)

    By Mkinkade850, May 9, 2024
    • 5 replies
    • 1.1k views
    • 
    • R Griffith
    • May 15, 2024

49. Safe Harbor testing issues

    By AndyH, April 8, 2020
    • 3 replies
    • 586 views
    • 
    • Luke Bailey
    • May 1, 2020

50. safe harbor timing question

    By K2retire, November 6, 2008
    • 2 replies
    • 1.3k views
    • 
    • K2retire
    • November 6, 2008