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Showing content with the highest reputation on 02/01/2016 in all forums

  1. Tom Poje

    Safe Harbor Match

    I'm more than curious if that is what the document really says. unless it was a QACA in which case you could actually generate forfeitures, I would have thought the incorrect match is tossed into suspense and used to reduce future safe harbor (it was after all 100% vested when made inadvertently to the plan.) I'd argue it is a correction under EPCRS, you are putting the plan in a position it should have been if the error hadn't occurred.
    1 point
  2. It is a good thing. Now if they would just get off their high horse about applying forfs to SH contributions we would have something.
    1 point
  3. I don't believe you can file an EZ for 2015 as the Plan had a non-owner participant at some point in 2015.
    1 point
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