401(k) Plans

19,319 topics in this forum

1. Safe Harbor- Compensation Definition

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

2. Safe Harbor- Control groups

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

3. Safe harbor- No NHCE participation

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

4. Safe Harbor- Top Heavy

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

5. Safe Harbor-- terminated employees

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

6. Safe Harbor--Nonelective contributions

   By Felicia, December 18, 2003
   • 1 reply
   • 1.1k views
   • 
   • pmacduff
   • December 18, 2003

7. Safe Harbor-Past Top Heavy

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

8. Safe Harbor, Forfeitures and Top Heavy

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

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

   By Guest francegirl, September 29, 2011
   • 9 replies
   • 1.5k views
   • 
   • austin3515
   • September 30, 2011

10. Safe Harbor, sort of

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

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

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

12. Safe Harbor: Overtime as Compensation

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

13. Safe Harbor/ 401(K) Plan

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

14. Safe Harbor/Top Heavy Plan

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

15. Safe Harbor401(k) with Sponsor LLC

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

16. Safe Harbors - Timing of Contributions

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

17. Safe harbors & eligibility requirements

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

18. Safe-Harbor + Top-heavy

    By Lou S., March 10, 2008
    • 3 replies
    • 2.2k views
    • 
    • John Feldt ERPA CPC QPA
    • March 11, 2008

19. 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

20. Safe-harbor 401(k)

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

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

    By kmciver, March 21, 2003
    • 18 replies
    • 3.3k views
    • 
    • Mike Preston
    • April 7, 2003

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

    By Guest aus10grl, June 29, 2004
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • June 30, 2004

23. Safe-harbor 401k plan distribution

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

24. Safe-harbor enhanced match

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

25. Safe-harbor enhanced match

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

26. Safe-harbor NEC - redux

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

27. 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

28. Safe-harbor plan with a CODA

    By Guest Bruce Bonanomi, April 7, 2006
    • 3 replies
    • 5.2k views
    • 
    • Bill Presson
    • April 8, 2006

29. 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

30. SafeHarbor 401(k) feature

    By MarZDoates, November 5, 2002
    • 15 replies
    • 3k views
    • 
    • 2muchstress
    • November 7, 2002

31. SAFEHARBOR ADOPTION SPONSOR MERGERS

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

32. Sahe Harbor 401(k) and Top Heavy

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

33. Salaried & Equivalency for Hours

    By Craig Schiller, July 16, 2013   

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

34. 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

35. Salary advance

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

36. Salary Continuation Considered for SH 3% Contribution?

    By chris, February 12, 2015
    • 2 replies
    • 1.7k views
    • 
    • chris
    • February 12, 2015

37. Salary Deferral contribution timing

    By alwaysaquestion, September 9, 2024
    • 1 reply
    • 450 views
    • 
    • WCC
    • September 9, 2024

38. Salary Deferral contributions and Sections 404 deduction limits

    By Guest Amy Harle, July 26, 2001
    • 1 reply
    • 1.4k views
    • 
    • wmyer
    • July 26, 2001

39. Salary deferral limit

    By jane123, September 12, 2003
    • 8 replies
    • 1.7k views
    • 
    • WDIK
    • September 15, 2003

40. Salary Deferral never Deposited

    By rblum50, May 13, 2011
    • 0 replies
    • 1k views
    • 
    • rblum50
    • May 13, 2011

41. salary deferral on tips

    By cpc0506, January 27, 2011
    • 3 replies
    • 2.5k views
    • 
    • rcline46
    • January 28, 2011

42. salary deferrals b/f plan doc is signed

    By Guest EBer, November 6, 2002
    • 1 reply
    • 1.2k views
    • 
    • KJohnson
    • November 6, 2002

43. Salary deferrals deposited after close of plan year

    By lp1965, July 21, 2016
    • 7 replies
    • 1.3k views
    • 
    • Tom Poje
    • July 22, 2016

44. Salary Deferrals post hardship Distribution

    By Dougsbpc, February 22, 2012
    • 15 replies
    • 2.9k views
    • 
    • Dougsbpc
    • February 23, 2012

45. Salary Deferrals/Canadian Participant

    By Guest greymann, January 28, 1999
    • 6 replies
    • 1.9k views
    • 
    • Guest
    • February 2, 1999

46. Salary Reduced Due To Top Heavy Payment

    By Guest matt2002, February 13, 2002
    • 22 replies
    • 4.1k views
    • 
    • EGB
    • July 10, 2008

47. Salary reduction agreement

    By Guest stillhere, May 25, 2005
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • May 25, 2005

48. Salary Reduction for 401k SH Match

    By TN CPA, August 21, 2023
    • 5 replies
    • 2.5k views
    • 
    • CuseFan
    • August 23, 2023

49. Salary Research

    By Guest CAadmin, April 19, 2006
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • May 1, 2006

50. sale of assets of corporation

    By k man, August 9, 2000
    • 1 reply
    • 1.6k views
    • 
    • pjkoehler
    • August 9, 2000