Safe Harbor Match

[Gilmore]

Happy Holidays.

I was wondering if anyone out there had an excel formula for calculating the basic safe harbor match.

Thanks!

[R. Butler]

This should work. I did it real quick; it looks fine to me, but still check it carefully.

I've got a formula in the deferral column to calculate the deferrals, but you could just enter a dollar amount.

[MWeddell]

The formula will vary depending on whether you calculate the match on a per payroll period basis (which is the most common), on a year-to-date basis, or some other basis.

[Gilmore]

Thanks very much!