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Non-Standardized Safeharbor plan


Guest halencourt

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Guest halencourt
Posted

Can a Safeharbor plan use a last day of the plan year provision provided under a non-standardized prototype? My thinking on this is no....but not sure.

Posted

there can be no hours/last day restriction on the safe harbor contribution. You can have a last day or hours requirement on any additional contribution.

note, that is one of the big differences between a QNEC and the safe harbor.

you can limit the safe harbor to only those who have completed a year of service and age 21 (ELIGIBILITY) if the plan provides for immediate eligibility to defer, but once an ee meets these requirements he/she must receive a safe harbor even if their hours drop below 1000.

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