safe harbor plan design

[Guest Betsy Oakey]

I have a client with a 401k/ps plan established currently as a ps safe harbor plan design. Can we change it, as of 1/1/07 to a safe harbor match design?

[WDIK]

I assume you are talking about a calendar year plan, so the change would correspond with a new plan year. Such a change is certainly available with a proper plan amendment, summary of material modification and appropriate safe harbor notice.

[Guest Betsy Oakey]

I assume you are talking about a calendar year plan, so the change would correspond with a new plan year. Such a change is certainly available with a proper plan amendment, summary of material modification and appropriate safe harbor notice.

Yes calendar year and figured on all the rest. It just seemed kind of too easy. Thanks