401(k) Plans

19,275 topics in this forum

1. Top Heavy Fix Basics

   By rushlakeguy, January 10, 2017
   • 41 replies
   • 6.7k views
   • 
   • rushlakeguy
   • January 12, 2017

2. Top Heavy For Employee Who Waived

   By goldtpa, June 17, 2011
   • 3 replies
   • 981 views
   • 
   • Guest
   • June 17, 2011

3. Top Heavy for Partners

   By nancy, February 8, 2022
   • 7 replies
   • 706 views
   • 
   • Luke Bailey
   • February 9, 2022

4. Top Heavy in First Year

   By Guest KMP, August 22, 2002
   • 18 replies
   • 6.7k views
   • 
   • Mike Preston
   • August 29, 2002

5. Top heavy in multiple employer plan

   By pmacduff, October 26, 2011
   • 5 replies
   • 1.2k views
   • 
   • Lou S.
   • November 18, 2011

6. Top Heavy Initial Plan Year - Traditional 401k plan

   By Guest elirpa, November 3, 2005
   • 1 reply
   • 1.3k views
   • 
   • Belgarath
   • November 3, 2005

7. Top Heavy Issue

   By Guest wjr, November 17, 2004
   • 3 replies
   • 1.6k views
   • 
   • BG5150
   • November 23, 2021

8. Top Heavy Issue

   By Guest JDK, April 15, 2009
   • 1 reply
   • 1.3k views
   • 
   • GBurns
   • April 15, 2009

9. Top Heavy Issue Family Attribution

   By Guest ROB VIDOVICH, February 20, 2002
   • 4 replies
   • 2.6k views
   • 
   • Guest
   • February 21, 2002

10. Top Heavy Key is NRA

    By Guest Lawrenceg, July 16, 2007
    • 0 replies
    • 913 views
    • 
    • Guest
    • July 16, 2007

11. Top Heavy Key Employee Partnership K1 Wages

    By jmartin, April 10, 2012
    • 3 replies
    • 1.7k views
    • 
    • MoShawn
    • April 10, 2012

12. Top Heavy Min and Match

    By Earl, September 8, 2005
    • 5 replies
    • 1.3k views
    • 
    • R. Butler
    • September 12, 2005

13. Top Heavy min contribution

    By dmb, March 6, 2003
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • March 6, 2003

14. Top Heavy Minimum

    By Guest chris4013, August 6, 2004
    • 1 reply
    • 1.7k views
    • 
    • Tom Poje
    • August 9, 2004

15. Top Heavy Minimum

    By Guest lap716, August 18, 2009
    • 1 reply
    • 970 views
    • 
    • PensionPro
    • August 18, 2009

16. Top Heavy Minimum

    By TH 401k, June 10
    • 4 replies
    • 665 views
    • 
    • Lou S.
    • June 11

17. Top Heavy Minimum

    By DocumentDiva, January 29, 2024
    • 2 replies
    • 613 views
    • 
    • Bird
    • January 30, 2024

18. Top Heavy Minimum

    By nancy, July 30, 2003
    • 4 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • July 30, 2003

19. Top Heavy Minimum / Plan Termination

    By austin3515, July 16, 2012
    • 8 replies
    • 4.2k views
    • 
    • austin3515
    • July 16, 2012

20. Top Heavy Minimum + Maternity Leave

    By Stash026, April 12, 2012
    • 1 reply
    • 1.1k views
    • 
    • Jim Chad
    • April 12, 2012

21. Top Heavy Minimum and Business Unit Sale

    By NW529, July 21, 2020   

    • top heavy
    • 2 replies
    • 446 views
    • 
    • CuseFan
    • July 21, 2020

22. Top heavy minimum and coverage

    By S- Milwaukee, December 3, 2015   

    • Top heavy
    • 4 replies
    • 1.2k views
    • 
    • S- Milwaukee
    • December 3, 2015

23. Top Heavy Minimum and funding of PY PS in not top heavy plan year

    By legort69, September 16, 2012
    • 2 replies
    • 1k views
    • 
    • BG5150
    • September 17, 2012

24. Top Heavy Minimum and New Comparability Calc

    By lisan1025, January 3, 2024
    • 5 replies
    • 763 views
    • 
    • BG5150
    • January 5, 2024

25. Top Heavy Minimum Benefit

    By James Matt Ullakko, June 21, 2001
    • 6 replies
    • 2.5k views
    • 
    • Earl
    • June 30, 2001

26. Top Heavy Minimum Contribution

    By justatester, June 16, 2021
    • 2 replies
    • 605 views
    • 
    • justatester
    • June 17, 2021

27. Top heavy minimum contribution

    By eilano, November 22, 2000
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • November 27, 2000

28. Top Heavy Minimum Contribution

    By metsfan026, March 1, 2024
    • 3 replies
    • 546 views
    • 
    • Lou S.
    • March 1, 2024

29. Top Heavy Minimum Contribution

    By Guest kgsingletary, September 27, 2002
    • 3 replies
    • 2k views
    • 
    • Mike Preston
    • September 28, 2002

30. Top Heavy Minimum Contribution

    By Guest Frank Jackson, June 12, 2000
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • June 13, 2000

31. Top Heavy minimum contribution for aggregated plans with different plan years.

    By jquazza, January 9, 2004
    • 1 reply
    • 1.1k views
    • 
    • pmacduff
    • January 9, 2004

32. Top Heavy Minimum Contributions

    By Guest sritts, September 24, 2004
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • September 24, 2004

33. Top Heavy Minimum covered by Matching Contributions

    By dmb, April 3, 2006
    • 3 replies
    • 1.4k views
    • 
    • Tom Poje
    • April 4, 2006

34. Top Heavy Minimum Deadline

    By Dougsbpc, March 3, 2005
    • 10 replies
    • 2.7k views
    • 
    • Guest
    • March 6, 2005

35. Top Heavy Minimum Due - and Earnings?

    By PMC, June 16, 2009
    • 2 replies
    • 1.4k views
    • 
    • PMC
    • June 16, 2009

36. Top Heavy minimum for mid year entrants in a Safe Harbor 401(k).

    By R. Butler, February 21, 2001
    • 5 replies
    • 3k views
    • 
    • AndyH
    • February 23, 2001

37. Top Heavy minimum for Participant moved to excluded class...

    By jkharvey, October 11, 2013
    • 11 replies
    • 4.5k views
    • 
    • Kevin C
    • November 4, 2013

38. Top heavy minimum for partnership

    By rlb64, June 30, 2005
    • 1 reply
    • 2k views
    • 
    • Blinky the 3-eyed Fish
    • July 1, 2005

39. Top Heavy Minimum for Safe Harbor Plan

    By Guest Asvedlow, April 22, 2002
    • 2 replies
    • 1.6k views
    • 
    • R. Butler
    • April 23, 2002

40. Top Heavy Minimum for Terminating Plan

    By Guest RayLovesTrini*, March 19, 2013
    • 2 replies
    • 1.9k views
    • 
    • Tom Poje
    • March 19, 2013

41. Top heavy minimum given to a plan with safe harbor match

    By blue, April 4, 2005
    • 3 replies
    • 1.4k views
    • 
    • austin3515
    • April 5, 2005

42. Top Heavy minimum in 401(k) plan triggered by SEP IRA contribution?

    By AndrewZ, December 22, 2014
    • 5 replies
    • 1.9k views
    • 
    • AndrewZ
    • December 23, 2014

43. Top Heavy Minimum in Terminating Plan

    By drakecohen, April 2, 2014
    • 1 reply
    • 937 views
    • 
    • PensionPro
    • April 2, 2014

44. Top Heavy Minimum When Key Defers less than 3%

    By lcollins300, March 1, 2018
    • 4 replies
    • 770 views
    • 
    • Kac1214
    • March 5, 2018

45. Top Heavy minimum when plan has dual eligibility

    By AdKu, May 26, 2020
    • 12 replies
    • 3.3k views
    • 
    • C. B. Zeller
    • May 29, 2020

46. TOP Heavy minimum with dual eligibility requirements

    By Guest esi-jht, February 1, 2006
    • 1 reply
    • 1.9k views
    • 
    • Bird
    • February 1, 2006

47. Top heavy minimum with frozen DB + 401(k)

    By Guest Judy S, June 2, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • June 2, 2003

48. Top Heavy Minimum/401(m) Matching

    By Guest datalife, April 23, 1999
    • 6 replies
    • 2.1k views
    • 
    • John A
    • September 23, 1999

49. Top Heavy Minimums

    By Guest sbavely, April 20, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • April 20, 1999

50. Top Heavy Minimums

    By jala, July 13, 2004
    • 1 reply
    • 1.1k views
    • 
    • jquazza
    • July 14, 2004