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Posted

We have a number of new clients who have documents from another Document provider. We are asking that the clients change their document to our doucment provider.

I thought a read a discussion recently (but cannot find) that you should not restate a safe harbor plan during that year as it affects the safe harbor status of the plan.

Does anyone recall reading this thread?

Posted
We have a number of new clients who have documents from another Document provider. We are asking that the clients change their document to our doucment provider.

I thought a read a discussion recently (but cannot find) that you should not restate a safe harbor plan during that year as it affects the safe harbor status of the plan.

Does anyone recall reading this thread?

When would you ever be able to restate it?

William C. Presson, ERPA, QPA, QKA
bill.presson@gmail.com
C 205.994.4070

 

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