401(k) Plans

19,319 topics in this forum

1. Safe Harbor Plans - True Up

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

2. Safe Harbor Plans / 414s

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

3. Safe Harbor Plans and 410(b)

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

4. Safe Harbor Plans and minimum age

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

5. Safe Harbor plans and Top Heavy

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

6. Safe Harbor Plans with After-tax

   By justatester, September 21, 2021
   • 9 replies
   • 3.2k views
   • 
   • Mr Bagwell
   • September 22, 2021

7. Safe Harbor Plans with Profit Sharing

   By dragondon, November 8, 2022
   • 4 replies
   • 3.4k views
   • 
   • Belgarath
   • November 9, 2022

8. Safe Harbor Plans-Prior Money Vesting

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

9. Safe Harbor PlanTwo-Year Wait?

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

10. 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
    • 1k views
    • 
    • ldr
    • December 21, 2018

11. safe harbor profit sharing

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

12. safe harbor QACA Match

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

13. Safe Harbor QNEC not made for HCE

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

14. safe harbor quandary

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

15. Safe Harbor Question

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

16. Safe Harbor Question

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

17. Safe Harbor question

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

18. Safe Harbor Question

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

19. Safe Harbor Question

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

20. Safe Harbor question......

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

21. Safe Harbor Rescension

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

22. Safe Harbor rides again

    By pmacduff, November 5, 2003
    • 2 replies
    • 1.2k views
    • 
    • pmacduff
    • November 5, 2003

23. Safe Harbor short plan year after SARSEP

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

24. Safe Harbor Spin-Off

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

25. Safe Harbor Stacked Match

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

26. Safe Harbor Start Up

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

27. Safe Harbor status and impermissible hardship

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

28. Safe Harbor Status for Terminating Plan

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

29. Safe Harbor Taxable Fringe Benefit

    By austin3515, April 30, 2020
    • 8 replies
    • 1.9k views
    • 
    • Luke Bailey
    • May 1, 2020

30. Safe harbor term and SIMPLE 401-k establishment

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

31. Safe Harbor Termination

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

32. Safe Harbor Termination Mid-Year

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

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

    By Mkinkade850, May 9, 2024
    • 5 replies
    • 1.2k views
    • 
    • R Griffith
    • May 15, 2024

34. Safe Harbor testing issues

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

35. safe harbor timing question

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

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

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

37. Safe Harbor to HCEs

    By Gilmore, March 1, 2016
    • 15 replies
    • 4.1k views
    • 
    • Tom Poje
    • March 14, 2017

38. Safe Harbor to prior year term?

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

39. Safe Harbor to QACA

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

40. Safe Harbor Top Heavy Test

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

41. 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

42. Safe harbor true-up

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

43. Safe Harbor vs Solo 401k Conversion

    By bluehavana2, May 10, 2025
    • 9 replies
    • 1.5k views
    • 
    • bluehavana2
    • May 13, 2025

44. Safe harbor wait and see approach with coverage issue

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

45. Safe Harbor Wait-and-See

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

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

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

47. safe harbor when business commmenced 7/1

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

48. Safe Harbor with Company Stock

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

49. Safe Harbor with Integration?

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

50. Safe Harbor Withdrawals 59 1/2

    By Guest Sbart62, March 2, 2006
    • 4 replies
    • 4.9k views
    • 
    • QDROphile
    • March 2, 2006