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Posted

For safe harbor I know you need to go back and make up for the contributions, however this is a non-safe harbor discretionary Match:

Eligible - 1/1/14

Starts Deferrig - 7/1/14

The client is matchin on the salary from 7/1 moving forward and not going back to "make up" since the deferrals are in excess of the 3% match.

Just confirming no issues? Thanks, having a mental block for some reason...lol

Posted

I think that they should be making up the missed match. But, there is more to it -- does the document match per pay period or some other period?

Posted

Document is rather vague (I took over the case). I guess if we when we restate we clarrify it saying that they match per pay period, there shouldn't be a future issue (at least)

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