401(k) Plans

19,319 topics in this forum

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

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

2. Top Heavy - 401k deferrals only

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

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

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

4. top heavy - aggregation

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

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

   By Guest Ted Kowalchuk, CFP, CFS,, March 20, 2006
   • 1 reply
   • 3.6k views
   • 
   • Tom Poje
   • March 20, 2006

6. top heavy - in-service distributions

   By Scuba 401, May 13, 2014
   • 2 replies
   • 1.1k views
   • 
   • austin3515
   • May 17, 2014

7. 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
   • 773 views
   • 
   • RatherBeGolfing
   • August 4, 2017

8. top heavy - key employee definition

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

9. Top Heavy - Officer status

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

10. Top Heavy - only 401k contribs

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

11. top heavy - ownership

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

12. Top heavy - Safe Harbor

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

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

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

14. Top Heavy & 415

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

15. Top Heavy & HCE

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

16. Top Heavy & Permissible Withdrawals

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

17. Top Heavy & Related Employers

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

18. Top Heavy & Safe Harbor

    By Guest bac, December 5, 2006
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • December 5, 2006

19. Top Heavy & Safe Harbor

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

20. Top Heavy 401(k)

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

21. top heavy 401(k)

    By Santo Gold, February 27, 2006
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • February 27, 2006

22. Top Heavy 401(k)

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

23. Top Heavy 401(k)

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

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

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

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

    By Guest f1234, January 27, 2005
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • January 27, 2005

26. top heavy 401(k) first plan year

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

27. top heavy 401(k) Plan

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

28. Top Heavy 401(k) Plan

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

29. Top Heavy 401(k) Plan

    By bzorc, February 3, 2012
    • 13 replies
    • 2.4k views
    • 
    • chc93
    • October 31, 2012

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

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

31. Top heavy 401(k)-dual eligibility

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

32. top heavy 401k

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

33. 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

34. Top Heavy 401k Plan

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

35. top heavy 401k plan

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

36. Top Heavy 5-year rule

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

37. top heavy account balances

    By Guest dstran, March 27, 2006
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • March 27, 2006

38. Top Heavy Age Weighted Plan

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

39. Top heavy aggregation

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

40. Top Heavy Aggregation

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

41. Top Heavy Aggregation

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

42. Top Heavy Aggregation

    By legort69, March 2, 2007
    • 0 replies
    • 885 views
    • 
    • legort69
    • March 2, 2007

43. Top Heavy Aggregation

    By KJohnson, February 24, 2000
    • 1 reply
    • 1.5k views
    • 
    • John A
    • March 2, 2000

44. Top Heavy Aggregation Group

    By Guest tas1, June 13, 2007
    • 12 replies
    • 1.9k views
    • 
    • austin3515
    • June 18, 2007

45. Top Heavy Agrgregation

    By KJohnson, February 25, 2000
    • 12 replies
    • 2.4k views
    • 
    • Guest
    • May 10, 2001

46. top heavy allocation

    By Gary, April 4, 2011
    • 5 replies
    • 2k views
    • 
    • GMK
    • April 4, 2011

47. Top Heavy Allocation

    By KevinMc, March 10, 2012
    • 2 replies
    • 898 views
    • 
    • KevinMc
    • March 12, 2012

48. Top Heavy allocation and use in 410(b) test

    By Guest hog4you2, April 5, 2004
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • April 6, 2004

49. Top Heavy Allocation Compensation

    By Guest Henry Schneider, January 14, 1999
    • 3 replies
    • 3.4k views
    • 
    • Guest
    • January 16, 1999

50. Top Heavy allocation to "key employees"?

    By kwalified, January 31, 2012
    • 2 replies
    • 938 views
    • 
    • cpc0506
    • January 31, 2012