Peter Gulia Posted December 9, 2022 Posted December 9, 2022 It’s been decades since I last advised anything about a plan that uses a safe harbor for coverage and nondiscrimination. Am I right in remembering that a subaccount attributable to safe-harbor matching or nonelective contributions must be withdrawal-restricted as if it were a subaccount attributable to § 401(k) elective deferrals? Peter Gulia PC Fiduciary Guidance Counsel Philadelphia, Pennsylvania 215-732-1552 Peter@FiduciaryGuidanceCounsel.com
Bill Presson Posted December 10, 2022 Posted December 10, 2022 Correct. Peter Gulia and Luke Bailey 1 1 William C. Presson, ERPA, QPA, QKA bill.presson@gmail.com C 205.994.4070
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