401(k) Plans

19,275 topics in this forum

1. Top Heavy, HCE distributions

   By Guest LTurner, February 20, 2003
   • 10 replies
   • 2k views
   • 
   • Gilmore
   • February 21, 2003

2. Top Heavy; Safe Harbor excludes HCEs

   By Tom, August 17, 2018
   • 4 replies
   • 2.6k views
   • 
   • justanotheradmin
   • August 20, 2018

3. Top Heavy!

   By Jilliandiz, January 31, 2005
   • 4 replies
   • 1.2k views
   • 
   • Tom Poje
   • February 1, 2005

4. Top Heavy?

   By Guest TrustMe401k, February 21, 2002
   • 3 replies
   • 1.7k views
   • 
   • Guest
   • March 6, 2002

5. Top Heavy/Key/Deferral question

   By Cathy from Chicago, March 9, 2011
   • 5 replies
   • 1.3k views
   • 
   • Guest
   • March 19, 2012

6. Top Heavy/Safe Harbor

   By Stash026, June 3, 2020
   • 1 reply
   • 483 views
   • 
   • Mike Preston
   • June 4, 2020

7. Top Heavy/Safe Harbor match/Profit Sharing

   By Guest Diane DuFresne, March 7, 2012
   • 4 replies
   • 2.5k views
   • 
   • ETA Consulting LLC
   • March 7, 2012

8. Top heavy/Safe harbor plan

   By Chippy, June 10, 2016
   • 1 reply
   • 840 views
   • 
   • Jim Chad
   • June 10, 2016

9. Top Heavy/Voluntary Contributions

   By Guest John Comelately, December 21, 2006
   • 2 replies
   • 1.3k views
   • 
   • Bruce1
   • March 7

10. Top Paid Determination

    By justatester, December 15, 2016
    • 4 replies
    • 1.4k views
    • 
    • AndyH
    • July 31, 2018

11. Top Paid Election and ADP Test

    By cpc0506, March 5, 2013
    • 12 replies
    • 4.5k views
    • 
    • BG5150
    • March 7, 2013

12. Top Paid Group

    By cpc0506, September 16, 2010
    • 7 replies
    • 2.7k views
    • 
    • John Feldt ERPA CPC QPA
    • September 16, 2010

13. Top Paid Group

    By Guest elang, May 25, 2010
    • 8 replies
    • 3k views
    • 
    • Guest
    • May 26, 2010

14. Top Paid Group

    By CJS07, March 12, 2009
    • 2 replies
    • 1.2k views
    • 
    • Mike Preston
    • March 12, 2009

15. Top Paid Group

    By austin3515, February 25, 2012
    • 4 replies
    • 1.3k views
    • 
    • BG5150
    • March 1, 2012

16. Top Paid Group

    By Guest StoneWalk, January 28, 2005
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • January 28, 2005

17. Top Paid Group - Tie Breaking equal compensation

    By James Matt Ullakko, July 2, 2004
    • 3 replies
    • 1.3k views
    • 
    • James Matt Ullakko
    • July 2, 2004

18. Top Paid Group Determination

    By Guest bw101, February 4, 2010
    • 9 replies
    • 9.8k views
    • 
    • PensionPro
    • November 2, 2010

19. Top Paid Group determination for HCEs

    By Guest Janet Lacy, February 21, 2001
    • 1 reply
    • 1.7k views
    • 
    • lkpittman
    • February 23, 2001

20. Top paid group election

    By Earl, April 21, 2007
    • 1 reply
    • 2k views
    • 
    • austin3515
    • April 22, 2007

21. Top Paid Group Election

    By Madison71, July 27, 2018
    • 2 replies
    • 1.1k views
    • 
    • Kevin C
    • July 27, 2018

22. Top Paid Group Election

    By Guest, February 1, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • February 1, 2000

23. Top Paid Group Election

    By Rena Breeding, April 24, 2020
    • 8 replies
    • 2k views
    • 
    • Rena Breeding
    • May 1, 2020

24. Top Paid Group Election

    By cpc0506, November 17, 2009
    • 4 replies
    • 3k views
    • 
    • K2retire
    • November 19, 2009

25. top paid group election

    By PensionNewbee, May 12, 2004
    • 14 replies
    • 4.9k views
    • 
    • RTK
    • May 13, 2004

26. Top Paid Group Election

    By k man, February 9, 2001
    • 5 replies
    • 3.1k views
    • 
    • Alf
    • May 28, 2004

27. top paid group election - administrative or document election

    By Earl, November 22, 2004
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • November 22, 2004

28. Top paid group election and union employees

    By Earl, May 6, 2004
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • May 7, 2004

29. top paid group election with prior year testing

    By K2retire, August 30, 2011
    • 1 reply
    • 1.4k views
    • 
    • BG5150
    • August 30, 2011

30. Top Paid Group Former Owners

    By Guest shm3803, March 7, 2012
    • 3 replies
    • 950 views
    • 
    • ETA Consulting LLC
    • March 7, 2012

31. Top Paid Group problem

    By Richard Anderson, August 13, 2012
    • 6 replies
    • 2.1k views
    • 
    • chc93
    • August 15, 2012

32. Top paid group question

    By gdlfa, August 25, 2016
    • 3 replies
    • 1.4k views
    • 
    • Jim Chad
    • August 26, 2016

33. Top Paid Group question

    By legort69, December 9, 2020
    • 6 replies
    • 812 views
    • 
    • Belgarath
    • December 10, 2020

34. top paid group, hce's and failed adp test

    By Lori H, November 16, 2005
    • 4 replies
    • 2.7k views
    • 
    • WDIK
    • November 17, 2005

35. top paid group/top heavy

    By Chippy, August 14, 2013
    • 8 replies
    • 2.7k views
    • 
    • masteff
    • August 15, 2013

36. Top- Heavy 401k Plan Terminating SH Match

    By Guest Sayles, June 18, 2009
    • 3 replies
    • 1.5k views
    • 
    • jkdoll2
    • June 18, 2009

37. Top- heavy relief included in SECURE 2.0!!

    By austin3515, December 23, 2022
    • 24 replies
    • 3.8k views
    • 
    • Peter Gulia
    • December 28, 2022

38. Top-hat Plan

    By Logan401, May 16, 2012
    • 3 replies
    • 1k views
    • 
    • PensionPro
    • May 16, 2012

39. Top-Heavy "Compensation"

    By Guest EMC, March 3, 2000
    • 1 reply
    • 1.7k views
    • 
    • John A
    • March 3, 2000

40. Top-Heavy 401k when Adding Employee to Owner-Only Plan

    By Anagoge, November 4, 2016   

    • testing
    • top heavy
    • (and 1 more)

      Tagged with:

      • testing
      • top heavy
      • 401k
    • 5 replies
    • 1.6k views
    • 
    • Anagoge
    • November 7, 2016

41. Top-Heavy Aggregation

    By MGOAdmin, May 15, 2015   

    • top heavy
    • aggregation
    • 1 reply
    • 1.2k views
    • 
    • Lou S.
    • May 15, 2015

42. Top-Heavy aggregation with Terminated Plan and 416(g)(3)

    By KJohnson, September 18, 2002
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • July 11, 2003

43. Top-heavy and catch up

    By Becky Schwing, May 4, 2022
    • 8 replies
    • 1.1k views
    • 
    • CuseFan
    • May 5, 2022

44. Top-Heavy Calculation

    By Guest johnarmknecht, October 28, 1999
    • 3 replies
    • 2.1k views
    • 
    • david rigby
    • October 29, 1999

45. Top-Heavy Clarification

    By Guest andmik, December 3, 2008
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • December 5, 2008

46. Top-Heavy compensation when a union employee changes to non-union stat

    By John A, February 28, 2000
    • 1 reply
    • 1.7k views
    • 
    • rcline46
    • February 29, 2000

47. top-heavy contribution

    By k man, September 19, 2000
    • 2 replies
    • 2k views
    • 
    • MR
    • September 20, 2000

48. Top-heavy contribution and 410(b) test

    By alexa, January 23, 2003
    • 2 replies
    • 2.4k views
    • 
    • kocak
    • January 27, 2003

49. Top-heavy contribution requirement in new 401(k) plan in year when top

    By John A, December 13, 2000
    • 0 replies
    • 1.3k views
    • 
    • John A
    • December 13, 2000

50. Top-heavy contributions for plans without deferrals

    By Mleech, February 11
    • 1 reply
    • 1k views
    • 
    • C. B. Zeller
    • February 11