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Retirement Geek

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February 6, 2019
Last visited
February 21, 2019

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Safe harbor match - eligibility

Retirement Geek replied to Retirement Geek's topic in 403(b) Plans, Accounts or Annuities

Thanks all for the input. To play it safe we will stick with single eligibility. I don't like gray areas when it comes to plan compliance!
- February 13, 2019
- 8 replies
- - safe habor
  - match
Safe harbor match - eligibility

Retirement Geek replied to Retirement Geek's topic in 403(b) Plans, Accounts or Annuities

Very helpful - thank you!
- February 13, 2019
- 8 replies
- - safe habor
  - match
Safe harbor match - eligibility

Retirement Geek posted a topic in 403(b) Plans, Accounts or Annuities

Ongoing debate regarding whether a safe harbor 401(k) plan can impose different eligibility requirements for deferrals than for match. Opinions please!
- February 6, 2019
- 8 replies
- - safe habor
  - match

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