cpc0506 Posted November 27, 2009 Posted November 27, 2009 Can a plan that has adopted a safe harbor 3% in 2009, change the plan specifications to a basic safe harbor matching plan for 2010 without affecting the status of the plan? Thanks for any guidance you can provide.
K2retire Posted November 27, 2009 Posted November 27, 2009 The change must happen at the start of a new plan year.
Tom Poje Posted November 30, 2009 Posted November 30, 2009 yes, your 30 day notice should indicate such, I believe plan can be amended as late as Dec 31.
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