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Posted

Is there any need to have deferral limits in a safe harbor 401(k) plan (that will meet the safe harbor using the 3% nonelective contribution) given the 25% deduction limitation?

Posted

Not that I can think of. BTW, the 25% deduction limitation is applied solely to non-deferral contributions. Hence, if the only contribution is the 3% safe-harbor employer contribution, there obviously isn't an issue with deductibility.

Posted

If you are referring to the 415 limits the IRS has continued to require that plans contain some reference to 415 limits since this is a statutory requirment for a qualfied plan. Bsides the language should be in existing plans.

mjb

Posted

You actually should limit deferrals to around 75 to 80% in my opinion. You need to leave some room for payroll taxes and other pre-tax benefits the employee's company may offer.

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