401(k) Plans

19,275 topics in this forum

1. Top Heavy

   By ratherbereading, July 28, 2016   

   • Key top heavy
   • 9 replies
   • 817 views
   • 
   • My 2 cents
   • July 28, 2016

2. Top Heavy

   By Guest PJR, February 4, 2003
   • 4 replies
   • 1.5k views
   • 
   • Mike Preston
   • February 8, 2003

3. Top heavy

   By Guest Sieve, September 29, 2009
   • 22 replies
   • 2.1k views
   • 
   • Guest
   • May 24, 2010

4. Top Heavy

   By Guest cconnell, January 16, 2006
   • 1 reply
   • 1.3k views
   • 
   • david rigby
   • January 16, 2006

5. Top Heavy

   By Lou S., March 3, 2011
   • 3 replies
   • 3k views
   • 
   • Belgarath
   • March 4, 2011

6. Top Heavy

   By Randy Watson, October 5, 2007
   • 2 replies
   • 1.3k views
   • 
   • Bird
   • October 8, 2007

7. top heavy

   By Gary, March 12, 2012
   • 2 replies
   • 838 views
   • 
   • PensionPro
   • March 12, 2012

8. Top Heavy

   By cdavis25, March 12, 2012
   • 1 reply
   • 1.3k views
   • 
   • shERPA
   • May 7, 2014

9. Top Heavy - 2 plans different plan year end

   By Guest terric, March 14, 2006
   • 2 replies
   • 1.5k views
   • 
   • Tom Poje
   • March 17, 2006

10. Top Heavy - 3% Safe Harbor & Profit Sharing

    By Guest jkrad, March 30, 2005
    • 1 reply
    • 1.3k views
    • 
    • wmyer
    • March 30, 2005

11. Top Heavy - 401k deferrals only

    By four01kman, March 29, 2007
    • 5 replies
    • 3.3k views
    • 
    • austin3515
    • March 29, 2007

12. Top Heavy - a new wrinkle on an old question

    By dan.jock, March 20, 2018
    • 11 replies
    • 1.4k views
    • 
    • austin3515
    • March 27, 2018

13. top heavy - aggregation

    By Guest Laura A, March 18, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 18, 1999

14. Top Heavy - Different Eligibility for EE vs. ER Contributions

    By Guest Ted Kowalchuk, CFP, CFS,, March 20, 2006
    • 1 reply
    • 3.5k views
    • 
    • Tom Poje
    • March 20, 2006

15. top heavy - in-service distributions

    By Scuba 401, May 13, 2014
    • 2 replies
    • 1k views
    • 
    • austin3515
    • May 17, 2014

16. Top Heavy - Initial Plan Year accrual not paid

    By legort69, August 3, 2017   

    • top heavy
    • initial plan year
    • (and 1 more)

      Tagged with:

      • top heavy
      • initial plan year
      • accrual
    • 2 replies
    • 756 views
    • 
    • RatherBeGolfing
    • August 4, 2017

17. top heavy - key employee definition

    By k man, March 30, 2004
    • 1 reply
    • 1.9k views
    • 
    • k man
    • March 30, 2004

18. Top Heavy - Officer status

    By Alex Daisy, August 11, 2016
    • 0 replies
    • 1k views
    • 
    • Alex Daisy
    • August 11, 2016

19. Top Heavy - only 401k contribs

    By TPApril, March 20, 2023
    • 2 replies
    • 374 views
    • 
    • TPApril
    • March 20, 2023

20. top heavy - ownership

    By JKW, March 18, 2016
    • 3 replies
    • 846 views
    • 
    • Tom Poje
    • March 18, 2016

21. Top heavy - Safe Harbor

    By CJS07, March 14, 2007
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • March 14, 2007

22. Top Heavy / "Early" Participation in 401(k) Feature

    By Guest EMC, February 25, 2000
    • 3 replies
    • 1.8k views
    • 
    • IRC401
    • March 1, 2000

23. Top Heavy & 415

    By fiona1, January 23, 2007
    • 1 reply
    • 1k views
    • 
    • Jim Chad
    • January 23, 2007

24. Top Heavy & HCE

    By Guest jkrad, March 16, 2005
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • March 21, 2005

25. Top Heavy & Permissible Withdrawals

    By Jean, November 19, 2007
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • December 27, 2007

26. Top Heavy & Related Employers

    By Guest susan1323, October 26, 2001
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • October 26, 2001

27. Top Heavy & Safe Harbor

    By Guest bac, December 5, 2006
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • December 5, 2006

28. Top Heavy & Safe Harbor

    By Dazednconfused, January 27, 2014
    • 1 reply
    • 983 views
    • 
    • Lou S.
    • January 27, 2014

29. Top Heavy 401(k)

    By pmacduff, May 22, 2008
    • 7 replies
    • 2.6k views
    • 
    • pmacduff
    • June 4, 2008

30. top heavy 401(k)

    By Santo Gold, February 27, 2006
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • February 27, 2006

31. Top Heavy 401(k)

    By Guest Ed Walker, March 27, 2003
    • 2 replies
    • 1.2k views
    • 
    • pmacduff
    • March 27, 2003

32. Top Heavy 401(k)

    By Guest Tim Brown, September 13, 2000
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • September 14, 2000

33. Top heavy 401(k) - multiple employer plan - Relius Admin

    By pmacduff, April 13, 2004
    • 3 replies
    • 1.5k views
    • 
    • Tom Poje
    • April 14, 2004

34. Top Heavy 401(k) and early participation coverage issue

    By Guest f1234, January 27, 2005
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • January 27, 2005

35. top heavy 401(k) first plan year

    By Guest Mike Kimball, August 19, 1999
    • 4 replies
    • 2.1k views
    • 
    • Richard Anderson
    • August 28, 1999

36. top heavy 401(k) Plan

    By Chippy, March 2, 2009
    • 8 replies
    • 1.8k views
    • 
    • Chippy
    • March 4, 2009

37. Top Heavy 401(k) Plan

    By bdeancpa, July 2, 2002
    • 2 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • July 2, 2002

38. Top Heavy 401(k) Plan

    By bzorc, February 3, 2012
    • 13 replies
    • 2.3k views
    • 
    • chc93
    • October 31, 2012

39. Top Heavy 401(k) plan and 410(b)

    By AndyH, April 4, 2002
    • 5 replies
    • 2k views
    • 
    • Tom Poje
    • April 8, 2002

40. Top heavy 401(k)-dual eligibility

    By Guest Dolores Lawrence, August 10, 2001
    • 2 replies
    • 2.2k views
    • 
    • david rigby
    • August 11, 2001

41. top heavy 401k

    By Guest greggi39, November 13, 2002
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • November 15, 2002

42. Top Heavy 401k - initial Plan Year

    By Bruddah Kimo, March 19, 2007
    • 2 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • March 20, 2007

43. Top Heavy 401k Plan

    By DP, June 14, 2000
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • June 21, 2000

44. top heavy 401k plan

    By Guest ehayes, April 24, 2002
    • 1 reply
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • April 24, 2002

45. Top Heavy 5-year rule

    By Guest KevinP, February 18, 2004
    • 1 reply
    • 1.2k views
    • 
    • Mike Preston
    • February 18, 2004

46. top heavy account balances

    By Guest dstran, March 27, 2006
    • 1 reply
    • 1.2k views
    • 
    • WDIK
    • March 27, 2006

47. Top Heavy Age Weighted Plan

    By Guest tcunagin, August 4, 2003
    • 2 replies
    • 1.2k views
    • 
    • Lynn Campbell
    • August 4, 2003

48. Top heavy aggregation

    By Guest jim williams, August 7, 2003
    • 10 replies
    • 2k views
    • 
    • Tom Poje
    • August 7, 2003

49. Top Heavy Aggregation

    By KJohnson, November 9, 2004
    • 1 reply
    • 1.1k views
    • 
    • Belgarath
    • November 10, 2004

50. Top Heavy Aggregation

    By Tetsuro, June 12, 2015
    • 1 reply
    • 1.3k views
    • 
    • Kevin C
    • June 23, 2015