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Posted

Is there any prohibition on an adopting employer adopting a safe harbor plan when there are fewer than 3 months left in the Plan Year? The plan year IS more than 3 months...

Austin Powers, CPA, QPA, ERPA

Posted

For the fact that you would have a deferral period of less than 3 months for the newly added group, would be my initial concern. This is a good question for the IRS Q & A at ASPPA in a few weeks. Can your client wait until then?

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