glhotdog

Should the CARES Act Non-Cash Bonus be included or excluded for Total Comp and Testing purpose?

Plan Sponsor wants to verify processing of Form 5500EZ. Correct procedure to verify?

Plan Sponsor maintains a Safe Harbor 401(k) Plan with Basic Safe Harbor Match. Safe Harbor match is calculated annually per plan document. Plan Sponsor would like to calculate safe harbor match for the period covered under the PPP Loan which they received. Should this safe harbor match be calculated for the PPP period and can it be allocated to the participant's directed account at their asset custodian?