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Posted

I know that a 3% Safe Harbor contribution can be used to offset part of a New comp Profit Sharing Contribution. What I couldn't remember was if a Safe Harbor Matching Contribution could be used the same way? I'm thinking no, but I wanted to be sure.

Thanks in advance!

Posted

reason: when running the a(4) you use nonelective contributions and the 3% safe harbor is a nonelective contribution while the match is not. since you can not have an 'integrated 3% safe harbor' you can not impute disparity on that portion of the testing.

both contributions are used in the avg benefits % test.

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