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Posted

Think I'm right that if a class of employees is excluded from a plan (assume no 401b problem) they don't get top-heavy minimums or 3% non-elective safe harbor.

But what if an employee make an old fashioned irrevocable waiver of participation, same result?

Thanks

Posted

No minimum, but is counted as not benefiting for testing.

QKA, QPA, CPC, ERPA

Two wrongs don't make a right, but three rights make a left.

Posted

I'd say no. B/c you only get gateway if you are benefiting for the year. No allocation, no need for gateway.

QKA, QPA, CPC, ERPA

Two wrongs don't make a right, but three rights make a left.

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