safe harbor notice attempt in Relius

[Tom Poje]

this is one last revision of an attempt at generating a safe harbor notice in Relius. added info for Roth and catch-up and lots more "yes" user fields. if answered yes (or left blank) the particular sections will print.

alpha numeric User fields in plan specs: these are examples of possible coding:

#20 deferral changes can be made (e.g. quarterly or monthly, etc)

#21 is compensation definition (e.g. Total or comp less bonus, etc)

#22 and #23 distribution conditions (e.g. upon termination)

#25 contact person (e.g. Blunky the one eyed newt)

#26, #27 and #28 vesting schedule

#26 2yrs 20% 3 yrs 40%

#27 4 yrs 60% 5 yrs 80%

#28 6 yrs 100%

#29 hours for vesting

answer YES (or leave blank) if using these

#30 Roth available

#31 catch up available

#32 safe harbor non elective used?

#33 safe harbor non elective maybe used?

#34 basic match used?

#35 enhanced match used?

#36 any match?

#37 otherwise excludables?

#38 other contributions available?

[Guest RJF]

If I'm not mistaken, Relius Documents latest update has an excellent safe harbor notice based on the document that you build.