Pixie Posted April 10, 2024 Posted April 10, 2024 Hello. An employee turned in her paperwork and payroll missed setting her up. We are fixing with the 50% amount of missed deferral plus income. My question is does the plan safe harbor match apply?
WCC Posted April 11, 2024 Posted April 11, 2024 If the error had not occurred, would she have received match? If so, then she should receive 100% of the match that she would have received had the error not occurred. (Rev Proc 2021-30 Appendix A Section .05) ugueth, David Schultz and Lou S. 3
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