Retirement Geek
-
Posts
3 -
Joined
-
Last visited
Everything posted by Retirement Geek
-
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! -
Safe harbor match - eligibility
Retirement Geek replied to Retirement Geek's topic in 403(b) Plans, Accounts or Annuities
Very helpful - thank you! -
Ongoing debate regarding whether a safe harbor 401(k) plan can impose different eligibility requirements for deferrals than for match. Opinions please!