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Found 2 results

  1. CharlesLeggette
    He says the recently issued modified rules on Safe Harbor permit mid year adoption of a Safe Harbor feature in an existing 401K Plan....is that correct????
  2. Zorro1k
    Plan with a 3% non-elective SH wants to merge with safe-harbor plan with basic SH match. Under IRS guidance re: mid-year amendments to SH plan, you can't change the SH type mid year. Can these plans merge? Does their merger mean the plan will lose SH status for 2016 year and be subject to testing?
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