Jump to content

Recommended Posts

Posted

Is it possible to us a Safe Harbor Match where the match is stated to apply to NCE and HCE Owners? In otherwords, all NCE would get the Match, but if you are HCE you only get the Match if you have ownership in the firm. In effect, HCE who don't have ownership are excluded. Would that formula qualify as a Safe Harbor Match?

In addition to other concerns I have about this, I suspect that Top Heaviness may be an issue.

Any and all comments are appreciated.

Having braved the blizzard, I take a moment to contemplate the meaning of life. Should I really be riding in such cold? Why are my goggles covered with a thin layer of ice? Will this effect coverage testing?

QPA, QKA

Guest Sieve
Posted

For SH purposes, the SH match only has to go to eligible NHCEs. So, you ought to able to deny the match to any or all eligible HCEs (subject to 401(a)(4) BRF testing, but here there would be no problem).

The exception from TH testing requries only that the SH plan meet the requirements of SH, and that those are the only contributions. Your SH contribution meets those conditions.

Posted

Thanks Larry! Always nice to get that "back-stop opinion"; or should I say that help of the goalie!

Having braved the blizzard, I take a moment to contemplate the meaning of life. Should I really be riding in such cold? Why are my goggles covered with a thin layer of ice? Will this effect coverage testing?

QPA, QKA

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
×
×
  • Create New...

Important Information

Terms of Use