roundlou Posted April 2, 2020 Posted April 2, 2020 With everything going on have a client that would like to switch from safe harbor non elective to safe harbor match. Can this be done mid year? None of the safe harbor non elective have been contributed yet.
C. B. Zeller Posted April 2, 2020 Posted April 2, 2020 No Free advice is worth what you paid for it. Do not rely on the information provided in this post for any purpose, including (but not limited to): tax planning, compliance with ERISA or the IRC, investing or other forms of fortune-telling, bird identification, relationship advice, or spiritual guidance. Corey B. Zeller, MSEA, CPC, QPA, QKA Preferred Pension Planning Corp.corey@pppc.co
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