401(k) Plans

19,275 topics in this forum

1. Top heavy safe harbor plan

   By Guest Melissa Winslow, June 6, 2002
   • 4 replies
   • 1.5k views
   • 
   • R. Butler
   • June 7, 2002

2. Top Heavy Safe Harbor Plan

   By Below Ground, July 20, 2023
   • 20 replies
   • 1.1k views
   • 
   • Bird
   • July 26, 2023

3. Top Heavy Safe Harbor Plan

   By Guest bogart126, July 31, 2001
   • 23 replies
   • 5k views
   • 
   • R. Butler
   • June 29, 2005

4. top heavy safe harbor plan with different eligibility

   By K2retire, February 27, 2016
   • 1 reply
   • 684 views
   • 
   • Mike Preston
   • February 27, 2016

5. Top Heavy Safe Harbor Plan with early eligibility for deferrals only

   By Brenda Wren, October 21, 2003
   • 1 reply
   • 1.4k views
   • 
   • R. Butler
   • October 21, 2003

6. top heavy safe harbor plan with forfeiture reallocation

   By MR, February 18, 2003
   • 6 replies
   • 2.2k views
   • 
   • 2muchstress
   • February 19, 2003

7. Top Heavy Safe Harbor Plan, does making........

   By Guest jhilliard, May 26, 2004
   • 4 replies
   • 1.6k views
   • 
   • Blinky the 3-eyed Fish
   • May 26, 2004

8. top heavy satisfied by match & Non-Key HCE

   By Earl, October 1, 2002
   • 1 reply
   • 1.5k views
   • 
   • Tom Poje
   • October 2, 2002

9. Top Heavy Silliness

   By C. B. Zeller, June 26, 2018
   • 3 replies
   • 753 views
   • 
   • C. B. Zeller
   • June 27, 2018

10. Top Heavy Status - Profit Sharing Receivables

    By MGOAdmin, October 23, 2014   

    • top heavy
    • profit sharing
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • October 23, 2014

11. Top Heavy Term Plan Question

    By Hoard1, September 26, 2000
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • September 26, 2000

12. TOP HEAVY TERMED PLAN

    By Guest padmin, January 26, 2007
    • 1 reply
    • 1.2k views
    • 
    • himt4
    • January 26, 2007

13. TOP HEAVY TEST

    By Guest DP in CA, March 10, 2006
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • March 11, 2006

14. TOP HEAVY TEST

    By Guest JB2, November 7, 1998
    • 1 reply
    • 1.9k views
    • 
    • LCARUSI
    • November 9, 1998

15. Top Heavy Test

    By FJR, February 14, 2003
    • 1 reply
    • 1.1k views
    • 
    • jaemmons
    • February 14, 2003

16. Top Heavy test

    By k man, September 9, 2002
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • September 10, 2002

17. Top Heavy Test

    By Guest slugn, June 11, 2009
    • 0 replies
    • 982 views
    • 
    • Guest
    • June 11, 2009

18. Top Heavy Test - Excluded HCE

    By Vlad401k, December 4, 2023
    • 7 replies
    • 1.3k views
    • 
    • Bill Presson
    • December 6, 2023

19. Top Heavy Test - In-Service History after a participant terms

    By CLE401kGuy, May 30, 2014
    • 1 reply
    • 778 views
    • 
    • Lou S.
    • May 30, 2014

20. Top Heavy Test - only key employees in the plan

    By Guest Debbie Jarvis, August 4, 2004
    • 6 replies
    • 2.3k views
    • 
    • Tom Poje
    • August 26, 2004

21. Top heavy test / related employer

    By Guest JB2, February 5, 1999
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • September 18, 2002

22. Top Heavy Test & Forfeitures

    By Guest A. Rostosky, September 5, 2000
    • 5 replies
    • 2.8k views
    • 
    • Richard Anderson
    • September 6, 2000

23. Top Heavy Test & Safe Harbor Plan

    By doombuggy, February 13, 2003
    • 8 replies
    • 3.3k views
    • 
    • Tom Poje
    • February 25, 2003

24. Top Heavy Test and 3% Safe Harbor Plan

    By sloble@crowleyfleck.com, July 7, 2004
    • 9 replies
    • 2.4k views
    • 
    • sloble@crowleyfleck.com
    • July 13, 2004

25. Top Heavy Test and leased employees

    By emmetttrudy, April 26, 2011
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • April 26, 2011

26. Top Heavy test For a Terminating Plan

    By ratherbereading, June 15, 2017   

    • top heavy; plan termination
    • 2 replies
    • 1.5k views
    • 
    • Tom Poje
    • June 15, 2017

27. Top heavy test for small company

    By Guest fender5150, June 11, 2008
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • June 11, 2008

28. Top Heavy Test on Aggregated Plans

    By Guest chant44, March 26, 2001
    • 4 replies
    • 2k views
    • 
    • Bob R
    • March 27, 2001

29. Top Heavy Test Question

    By Guest richez, October 29, 2003
    • 5 replies
    • 1.6k views
    • 
    • stephen
    • October 31, 2003

30. Top Heavy Test, Key in current plan year, but not last year.

    By Jean, April 10, 2001
    • 8 replies
    • 1.8k views
    • 
    • david rigby
    • April 12, 2001

31. Top Heavy Test; Fiscal yr amending to calendar year

    By Jean, February 17, 2000
    • 0 replies
    • 1.6k views
    • 
    • Jean
    • February 17, 2000

32. top heavy test: include PS rec'ble?

    By doombuggy, April 10, 2015   

    • top heavy test
    • 2 replies
    • 1.2k views
    • 
    • Tom Poje
    • April 13, 2015

33. Top Heavy Testing

    By Tom, March 17, 2023
    • 1 reply
    • 398 views
    • 
    • Nate S
    • March 20, 2023

34. Top Heavy Testing

    By helloobb, November 13, 2015
    • 4 replies
    • 2k views
    • 
    • chc93
    • February 25, 2016

35. Top Heavy Testing - Do you include accrued 401(k) deferrals?

    By Guest dyoder, February 10, 2005
    • 2 replies
    • 1.5k views
    • 
    • Tom Poje
    • February 10, 2005

36. Top Heavy testing for a safe harbor 401-k

    By KevinMc, October 16, 2018
    • 3 replies
    • 1.1k views
    • 
    • BG5150
    • October 16, 2018

37. top heavy testing on a first year plan

    By Guest Susan M., May 3, 2013
    • 2 replies
    • 2.5k views
    • 
    • Tom Poje
    • May 6, 2013

38. Top Heavy Testing Questions

    By Guest KD40, September 18, 2002
    • 8 replies
    • 1.6k views
    • 
    • kocak
    • September 19, 2002

39. Top Heavy Testing with Control Groups

    By Bruddah Kimo, October 22, 2008
    • 2 replies
    • 2.4k views
    • 
    • Bruddah Kimo
    • October 22, 2008

40. Top Heavy to HCE - can it be taken out?

    By TPApril, June 12, 2022
    • 4 replies
    • 629 views
    • 
    • Lou S.
    • June 13, 2022

41. top heavy to keys

    By cdavis25, April 2, 2014
    • 27 replies
    • 3.8k views
    • 
    • cdavis25
    • April 14, 2014

42. Top Heavy under EGTRRA

    By Guest bogart126, March 6, 2002
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • March 7, 2002

43. Top heavy under EGTRRA rules

    By Guest Mike Kimball, June 19, 2002
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • June 19, 2002

44. Top Heavy Unrelated Rollover

    By Dennis Povloski, January 12, 2012
    • 1 reply
    • 1.8k views
    • 
    • Tom Poje
    • January 12, 2012

45. Top Heavy Vesting

    By Guest bernard comey, July 13, 2001
    • 2 replies
    • 2.1k views
    • 
    • david rigby
    • July 13, 2001

46. Top heavy vesting

    By Guest Toni Jo, August 22, 2003
    • 4 replies
    • 1.3k views
    • 
    • R. Butler
    • August 23, 2003

47. Top Heavy Vesting

    By New2EB, October 29, 2015
    • 14 replies
    • 3.7k views
    • 
    • Belgarath
    • November 10, 2015

48. top heavy when amending out of safe harbor

    By Kimberly S, March 10, 2008
    • 1 reply
    • 984 views
    • 
    • Tom Poje
    • March 10, 2008

49. Top Heavy with dual eligibility for deferral and safe harbor

    By Lou81, May 19, 2021   

    • top heavy
    • safe habor
    • 2 replies
    • 729 views
    • 
    • Lou81
    • May 20, 2021

50. top heavy with ee deferral

    By Guest pensiondoc, December 10, 1998
    • 1 reply
    • 1.6k views
    • 
    • Ervin Barham
    • December 10, 1998