401(k) Plans

19,319 topics in this forum

1. Top Paid Determination

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

2. Top Paid Election and ADP Test

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

3. Top Paid Group

   By cpc0506, September 16, 2010
   • 7 replies
   • 2.8k views
   • 
   • John Feldt ERPA CPC QPA
   • September 16, 2010

4. Top Paid Group

   By Guest elang, May 25, 2010
   • 8 replies
   • 3.1k views
   • 
   • Guest
   • May 26, 2010

5. Top Paid Group

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

6. Top Paid Group

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

7. Top Paid Group

   By Guest StoneWalk, January 28, 2005
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • January 28, 2005

8. 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

9. Top Paid Group Determination

   By Guest bw101, February 4, 2010
   • 9 replies
   • 9.9k views
   • 
   • PensionPro
   • November 2, 2010

10. Top Paid Group determination for HCEs

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

11. Top paid group election

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

12. Top Paid Group Election

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

13. Top Paid Group Election

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

14. Top Paid Group Election

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

15. Top Paid Group Election

    By cpc0506, November 17, 2009
    • 4 replies
    • 3.1k views
    • 
    • K2retire
    • November 19, 2009

16. top paid group election

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

17. Top Paid Group Election

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

18. 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

19. Top paid group election and union employees

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

20. top paid group election with prior year testing

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

21. Top Paid Group Former Owners

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

22. Top Paid Group problem

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

23. Top paid group question

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

24. Top Paid Group question

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

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

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

26. top paid group/top heavy

    By Chippy, August 14, 2013
    • 8 replies
    • 2.8k views
    • 
    • masteff
    • August 15, 2013

27. Top- Heavy 401k Plan Terminating SH Match

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

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

    By austin3515, December 23, 2022
    • 24 replies
    • 4k views
    • 
    • Peter Gulia
    • December 28, 2022

29. Top-hat Plan

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

30. Top-Heavy "Compensation"

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

31. 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

32. Top-Heavy Aggregation

    By MGOAdmin, May 15, 2015   

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

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

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

34. Top-heavy and catch up

    By Becky Schwing, May 4, 2022
    • 8 replies
    • 1.2k views
    • 
    • CuseFan
    • May 5, 2022

35. Top-Heavy Calculation

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

36. Top-Heavy Clarification

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

37. 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

38. top-heavy contribution

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

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

    By alexa, January 23, 2003
    • 2 replies
    • 2.5k views
    • 
    • kocak
    • January 27, 2003

40. 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

41. Top-heavy contributions for plans without deferrals

    By Mleech, February 11, 2025
    • 1 reply
    • 1.2k views
    • 
    • C. B. Zeller
    • February 11, 2025

42. Top-Heavy correction

    By Guest cascigm, July 13, 1999
    • 3 replies
    • 1.8k views
    • 
    • david rigby
    • July 15, 1999

43. Top-heavy defined contribution minimums

    By lexi, March 15, 2007
    • 20 replies
    • 3.4k views
    • 
    • HarleyBabe
    • November 30, 2007

44. Top-Heavy Innoculation Exclusion

    By austin3515, March 27, 2024
    • 27 replies
    • 2.5k views
    • 
    • austin3515
    • April 1, 2024

45. Top-Heavy Minimum

    By Debbie Rath, September 11, 2018
    • 6 replies
    • 1.4k views
    • 
    • 401_noob
    • September 12, 2018

46. Top-heavy minimum

    By austin3515, February 24, 2018
    • 3 replies
    • 775 views
    • 
    • PensionPro
    • February 26, 2018

47. Top-heavy Minimum / Change from Excluded Class

    By austin3515, March 9, 2015
    • 4 replies
    • 2.3k views
    • 
    • austin3515
    • March 10, 2015

48. top-heavy minimum to key employees

    By Guest ERIC STRAND, January 21, 2003
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • January 22, 2003

49. Top-Heavy Minimum/401(m) Matching Part II

    By John A, September 23, 1999
    • 6 replies
    • 2.3k views
    • 
    • John A
    • September 29, 1999

50. Top-Heavy or Not Top-Heavy

    By Guest 4:15 Limit, February 4, 2010
    • 1 reply
    • 950 views
    • 
    • austin3515
    • February 4, 2010