401(k) Plans

19,275 topics in this forum

1. Safe Harbor to fix Top-Heavy (9/30 plan year end)

   By JHalligan, September 1, 2022
   • 1 reply
   • 330 views
   • 
   • Lou S.
   • September 1, 2022

2. Safe Harbor to HCEs

   By Gilmore, March 1, 2016
   • 15 replies
   • 4k views
   • 
   • Tom Poje
   • March 14, 2017

3. Safe Harbor to prior year term?

   By jmartin, March 1, 2018
   • 15 replies
   • 2.6k views
   • 
   • Tom Poje
   • March 9, 2018

4. Safe Harbor to QACA

   By PMC, November 13, 2008
   • 6 replies
   • 6.5k views
   • 
   • Tom Poje
   • November 19, 2008

5. Safe Harbor Top Heavy Test

   By Brenda Wren, August 29, 2002
   • 7 replies
   • 1.9k views
   • 
   • Mike Preston
   • August 30, 2002

6. Safe Harbor Top-Heavy Exempt

   By John Feldt ERPA CPC QPA, September 15, 2015   

   • Safe Harbor
   • Top-Heavy Exempt
   • (and 2 more)

     Tagged with:

     • Safe Harbor
     • Top-Heavy Exempt
     • excluded class
     • excluded employee
   • 1 reply
   • 1.7k views
   • 
   • Tom Poje
   • September 16, 2015

7. Safe harbor true-up

   By Guest JBeck, March 4, 2004
   • 2 replies
   • 1.7k views
   • 
   • Blinky the 3-eyed Fish
   • March 4, 2004

8. Safe Harbor vs Solo 401k Conversion

   By bluehavana2, May 10
   • 9 replies
   • 1.3k views
   • 
   • bluehavana2
   • May 13

9. Safe harbor wait and see approach with coverage issue

   By Guest matt2800, October 26, 2010
   • 0 replies
   • 854 views
   • 
   • Guest
   • October 26, 2010

10. Safe Harbor Wait-and-See

    By Guest Giovanni, April 8, 2005
    • 2 replies
    • 1.3k views
    • 
    • Tom Poje
    • April 8, 2005

11. Safe Harbor Weight for 401(k) Plan Contributons

    By Christopher Wilson, May 14, 2020
    • 9 replies
    • 1.1k views
    • 
    • Bird
    • May 15, 2020

12. safe harbor when business commmenced 7/1

    By thepensionmaven, September 10, 2019
    • 4 replies
    • 754 views
    • 
    • Eve Sav
    • September 13, 2019

13. Safe Harbor with Company Stock

    By 401_4_ever, January 16, 2007
    • 4 replies
    • 1.6k views
    • 
    • 401_4_ever
    • January 19, 2007

14. Safe Harbor with Integration?

    By Guest C.R. Gravitt, September 21, 2001
    • 2 replies
    • 1.9k views
    • 
    • Tom Poje
    • September 24, 2001

15. Safe Harbor Withdrawals 59 1/2

    By Guest Sbart62, March 2, 2006
    • 4 replies
    • 4.8k views
    • 
    • QDROphile
    • March 2, 2006

16. Safe Harbor- Compensation Definition

    By Guest Laura Millwood, February 25, 1999
    • 1 reply
    • 2.3k views
    • 
    • MWeddell
    • February 26, 1999

17. Safe Harbor- Control groups

    By Guest New401k, December 8, 2016
    • 1 reply
    • 598 views
    • 
    • ETA Consulting LLC
    • December 9, 2016

18. Safe harbor- No NHCE participation

    By ton cano, September 26, 2017
    • 4 replies
    • 1k views
    • 
    • david rigby
    • September 27, 2017

19. Safe Harbor- Top Heavy

    By Guest Gordy, February 16, 2002
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • February 18, 2002

20. Safe Harbor-- terminated employees

    By abanky, December 24, 2003
    • 1 reply
    • 5.1k views
    • 
    • Mike Preston
    • December 24, 2003

21. Safe Harbor--Nonelective contributions

    By Felicia, December 18, 2003
    • 1 reply
    • 1k views
    • 
    • pmacduff
    • December 18, 2003

22. Safe Harbor-Past Top Heavy

    By BTH, December 7, 2001
    • 4 replies
    • 1.6k views
    • 
    • KJohnson
    • September 11, 2002

23. Safe Harbor, Forfeitures and Top Heavy

    By PMC, January 7, 2009
    • 1 reply
    • 1.4k views
    • 
    • BG5150
    • January 7, 2009

24. safe harbor, new plan, eligible but not yet entered?

    By Guest francegirl, September 29, 2011
    • 9 replies
    • 1.4k views
    • 
    • austin3515
    • September 30, 2011

25. Safe Harbor, sort of

    By austin3515, September 7, 2011
    • 7 replies
    • 1.1k views
    • 
    • austin3515
    • September 8, 2011

26. Safe harbor, Top Heavy, multiple plans and a Union

    By Craig Garner, August 17, 2021
    • 0 replies
    • 699 views
    • 
    • Craig Garner
    • August 17, 2021

27. Safe Harbor: Overtime as Compensation

    By Guest PJW, November 13, 2001
    • 3 replies
    • 2k views
    • 
    • Guest
    • November 13, 2001

28. Safe Harbor/ 401(K) Plan

    By Guest Margaret Denton, October 31, 2002
    • 1 reply
    • 1.3k views
    • 
    • Brian Gallagher
    • October 31, 2002

29. Safe Harbor/Top Heavy Plan

    By Guest LoloV, February 10, 2003
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • February 10, 2003

30. Safe Harbor401(k) with Sponsor LLC

    By thepensionmaven, August 26, 2024
    • 2 replies
    • 616 views
    • 
    • Paul I
    • August 26, 2024

31. Safe Harbors - Timing of Contributions

    By Guest EBraxton, August 3, 1999
    • 1 reply
    • 1.4k views
    • 
    • LCARUSI
    • August 4, 1999

32. Safe harbors & eligibility requirements

    By Guest Beth N, July 29, 1999
    • 5 replies
    • 2.2k views
    • 
    • Guest
    • August 16, 1999

33. Safe-Harbor + Top-heavy

    By Lou S., March 10, 2008
    • 3 replies
    • 2.1k views
    • 
    • John Feldt ERPA CPC QPA
    • March 11, 2008

34. Safe-harbor 401(k)

    By Guest Ted Kowalchuk, CFP, CFS,, June 19, 2002
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • June 19, 2002

35. Safe-harbor 401(k)

    By Guest Ted Kowalchuk, CFP, CFS,, June 19, 2002
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • June 19, 2002

36. safe-harbor 401(k) / top-heavy

    By kmciver, March 21, 2003
    • 18 replies
    • 3.2k views
    • 
    • Mike Preston
    • April 7, 2003

37. Safe-Harbor 401(k) and mid-year amendment

    By Guest aus10grl, June 29, 2004
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • June 30, 2004

38. Safe-harbor 401k plan distribution

    By Guest Laura Browne, May 17, 2004
    • 2 replies
    • 1.1k views
    • 
    • chris
    • May 17, 2004

39. Safe-harbor enhanced match

    By SMB, September 15, 2007
    • 3 replies
    • 1.9k views
    • 
    • John Feldt ERPA CPC QPA
    • September 18, 2007

40. Safe-harbor enhanced match

    By Guest csayles, February 28, 2014
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • February 28, 2014

41. Safe-harbor NEC - redux

    By Lou S., February 12, 2009
    • 1 reply
    • 928 views
    • 
    • Jim Chad
    • February 13, 2009

42. Safe-Harbor Plan - Employee Transition from Full-Time to Part Time

    By TN CPA, January 30, 2020
    • 2 replies
    • 1.2k views
    • 
    • Bill Presson
    • January 30, 2020

43. Safe-harbor plan with a CODA

    By Guest Bruce Bonanomi, April 7, 2006
    • 3 replies
    • 5.1k views
    • 
    • Bill Presson
    • April 8, 2006

44. Safe-harbor plan's pass on top-heavy testing

    By Guest Pat Metallic, May 1, 2002
    • 2 replies
    • 1.6k views
    • 
    • Fred Payne
    • May 4, 2002

45. SafeHarbor 401(k) feature

    By MarZDoates, November 5, 2002
    • 15 replies
    • 2.9k views
    • 
    • 2muchstress
    • November 7, 2002

46. SAFEHARBOR ADOPTION SPONSOR MERGERS

    By Guest CFM, March 7, 2000
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • March 7, 2000

47. Sahe Harbor 401(k) and Top Heavy

    By buckaroo, October 25, 2004
    • 3 replies
    • 1.5k views
    • 
    • E as in ERISA
    • October 25, 2004

48. Salaried & Equivalency for Hours

    By Craig Schiller, July 16, 2013   

    • False equivalency
    • 4 replies
    • 4.5k views
    • 
    • ForksnKnives
    • July 22, 2013

49. Salary & Hourly Plan - HCE's want In, Can lookback be used

    By Guest JimJ, November 29, 2001
    • 1 reply
    • 1.5k views
    • 
    • Alonzo
    • November 30, 2001

50. Salary advance

    By fiona1, February 23, 2012
    • 0 replies
    • 849 views
    • 
    • fiona1
    • February 23, 2012