Jim Chad Posted May 22, 2011 Posted May 22, 2011 I am bidding on doing TPA work for a new client. The document says that automatic deferral is 3% with no escalation. I have read and heard a lot about the safe harbor programs. But with no escalation, I don't think this can be a safe harbor Plan. (There is no SHNEC or SHMAC). What notice requirements would they have? Do they still get to distribute within 90 days?
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