401(k) Plans

19,275 topics in this forum

1. Top-Heavy correction

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

2. Top-heavy defined contribution minimums

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

3. Top-Heavy Innoculation Exclusion

   By austin3515, March 27, 2024
   • 27 replies
   • 2.2k views
   • 
   • austin3515
   • April 1, 2024

4. Top-Heavy Minimum

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

5. Top-heavy minimum

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

6. Top-heavy Minimum / Change from Excluded Class

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

7. top-heavy minimum to key employees

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

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

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

9. Top-Heavy or Not Top-Heavy

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

10. Top-Heavy Plan

    By Guest Pat of RPC, February 6, 2012
    • 1 reply
    • 944 views
    • 
    • ETA Consulting LLC
    • February 7, 2012

11. Top-Heavy Plan

    By ac, March 7, 2013
    • 5 replies
    • 2.3k views
    • 
    • Guest
    • April 22, 2013

12. Top-heavy plan that fails ADP test - help

    By Guest MikeD, March 11, 2005
    • 6 replies
    • 2.2k views
    • 
    • Guest
    • March 11, 2005

13. Top-Heavy Question

    By Guest Cinadr, October 11, 2010
    • 19 replies
    • 3.9k views
    • 
    • Kevin C
    • October 15, 2010

14. Top-heavy questions relating to short plan years (short initial plan y

    By John A, February 25, 2002
    • 1 reply
    • 2.4k views
    • 
    • Belgarath
    • February 25, 2002

15. Top-heavy Requirement?

    By Guest notapensiongeek, December 27, 2007
    • 4 replies
    • 2k views
    • 
    • Guest
    • January 2, 2008

16. Top-Heavy Scenario

    By Gadgetfreak, February 27, 2012
    • 32 replies
    • 4.8k views
    • 
    • Guest
    • December 5, 2012

17. Top-Heavy test and After-Tax Contributions

    By artvandelay3, October 5, 2016
    • 3 replies
    • 2k views
    • 
    • BG5150
    • October 5, 2016

18. Top-heavy testing for short year plan

    By Jean, September 1, 2000
    • 1 reply
    • 1.5k views
    • 
    • rcline46
    • September 1, 2000

19. Top-Heavy Vesting

    By Guest ndgal, December 5, 2000
    • 0 replies
    • 2k views
    • 
    • Guest
    • December 5, 2000

20. Top-heavy, early eligibility

    By Guest John Nelson, February 24, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • February 24, 2000

21. Top-Heavy/Key-Employee question

    By Tom, January 4, 2024
    • 10 replies
    • 1.5k views
    • 
    • justanotheradmin
    • January 5, 2024

22. Top-paid election

    By ERISA25, December 8, 2009
    • 9 replies
    • 5.3k views
    • 
    • 12AX7
    • December 18, 2009

23. Top-Paid Election Merger

    By Guest m2b2, July 10, 2008
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • July 10, 2008

24. Top-paid Group

    By Guest CHRISTA, March 22, 2000
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • March 22, 2000

25. Top-Paid Group and 410(b)(6)(C)

    By austin3515, December 24, 2018
    • 9 replies
    • 1.8k views
    • 
    • Larry Starr
    • December 27, 2018

26. Top-paid group determination and acquisitions

    By Guest NiceGuyMike, February 9, 2004
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • February 9, 2004

27. Top-paid group election and HCFE - is the following correct:

    By John A, February 4, 2000
    • 6 replies
    • 2.9k views
    • 
    • Guest
    • February 9, 2000

28. Top-paid group elections

    By Guest NiceGuyMike, January 20, 2004
    • 5 replies
    • 2.9k views
    • 
    • Guest
    • January 20, 2004

29. Topheavy minimum contribution

    By Guest TCAT, October 15, 1998
    • 1 reply
    • 2.6k views
    • 
    • LCARUSI
    • October 16, 1998

30. TPA

    By TPAexplorer, January 4, 2019   

    • safe harbor 401k plan with new comp allocation
    • 2 replies
    • 621 views
    • 
    • JackS
    • January 7, 2019

31. TPA and asset-based fees, w/o revenue sharing agreements

    By Guest xplan, March 20, 2001
    • 5 replies
    • 2.1k views
    • 
    • MoJo
    • March 22, 2001

32. TPA consultant

    By 401kay, June 2, 2022   

    • tpa
    • consultant
    • 2 replies
    • 611 views
    • 
    • thepensionmaven
    • June 6, 2022

33. TPA experience with working with Guardian

    By Guest Diane DuFresne, October 18, 2012
    • 1 reply
    • 917 views
    • 
    • A Shot in the Dark
    • October 18, 2012

34. TPA Fee

    By K-t-F, April 27, 2004
    • 3 replies
    • 4.5k views
    • 
    • alanm
    • May 13, 2004

35. TPA fees passed to TERM Paticipants

    By PainPA, February 10, 2012
    • 24 replies
    • 2.8k views
    • 
    • GMK
    • February 16, 2012

36. TPA Fees to be recovered

    By Guest MEGary, January 15, 2002
    • 7 replies
    • 2.1k views
    • 
    • John A
    • January 21, 2002

37. TPA fired - not fired - SH notice not issued

    By M Norton, January 16, 2020   

    • safe harbor notice
    • 7 replies
    • 1.2k views
    • 
    • Kevin C
    • January 20, 2020

38. TPA Going out of Business

    By Guest Admin, December 21, 2001
    • 5 replies
    • 2.3k views
    • 
    • Guest
    • December 22, 2001

39. TPA Liability for 5500 Answers

    By Guest ActuaryWannabe, October 12, 2005
    • 10 replies
    • 2.2k views
    • 
    • R. Butler
    • October 13, 2005

40. TPA Merges with Another

    By austin3515, February 28, 2011
    • 2 replies
    • 976 views
    • 
    • david rigby
    • March 1, 2011

41. TPA Necessary for a Solo(K)?

    By Guest snmhanson, December 22, 2014
    • 2 replies
    • 3.8k views
    • 
    • John Feldt ERPA CPC QPA
    • December 23, 2014

42. TPA responsibility for late 401k deposits

    By Guest Stacey Richard, December 5, 2011
    • 6 replies
    • 2.7k views
    • 
    • Below Ground
    • December 7, 2011

43. TPA Signing the 5500 as Plan Administrator

    By CLE401kGuy, November 4, 2021
    • 12 replies
    • 3.7k views
    • 
    • RatherBeGolfing
    • November 8, 2021

44. TPA software

    By Guest JWR, July 14, 2010
    • 5 replies
    • 2.3k views
    • 
    • Guest
    • July 20, 2010

45. TPA Who Wants to Offer IRA Product to 401(k) Plans It Administers

    By Madison71, January 3, 2007
    • 0 replies
    • 1.5k views
    • 
    • Madison71
    • January 3, 2007

46. TPA's For Sale

    By Guest Tom McNeill, February 12, 2007
    • 0 replies
    • 2.9k views
    • 
    • Guest
    • February 12, 2007

47. TPA/Administrator question--

    By Karoline Curran, October 15, 2018
    • 14 replies
    • 1.8k views
    • 
    • ESOP Guy
    • October 16, 2018

48. Tracking 402(g) limit in an off calendar year

    By Guest nmyers, October 8, 2007
    • 2 replies
    • 6.2k views
    • 
    • Tom Poje
    • October 9, 2007

49. Tracking Employer vs Employee contributions in a Solo(K)

    By Guest snmhanson, March 25, 2014
    • 7 replies
    • 3.2k views
    • 
    • ESOP Guy
    • March 26, 2014

50. Tracking Parties in Interest

    By Guest halka, July 25, 2003
    • 1 reply
    • 1.1k views
    • 
    • JohnCheek
    • July 26, 2003