DOL safe harbor for non-ERISA 403(b) plans

By Guest Pennysaver
June 2, 2011 in 403(b) Plans, Accounts or Annuities

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Guest Pennysaver

Posted June 2, 2011

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Posted June 2, 2011

Non-profit entity maintains a 403(b) plan that is exempt from ERISA pursuant to the DOL safe harbor. If the entity authorized a single in-service withdrawal, but committed no other acts that would violate the DOL safe harbor, has it still lost its reliance on the DOL safe harbor due to that single event?

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