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Safe Harbor 401(k) Plans - A Three-Part Program

FIS Relius Education

Dec. 8, 2015
Recorded Online

[Recorded online and available for purchase.]

Safe Harbor 401(k) plans are becoming the 401(k) plan of choice for many employers. Utilizing a safe harbor 401(k) plan avoids burdensome nondiscrimination testing and costly correction. Learning to take advantage of various matching design options (e.g., triple stacked match) also allows an employer to avoid the complexities of top heavy, enhance disparity, and increase savings flexibility. Combining the safe harbor 401(k) plan with other plan designs (e.g., cross-testing) permits an employer to have the "best of both worlds.” Adding an automatic contribution feature (e.g., QACA) can further an employer’s goal of encouraging employees to save for retirement and can reduce costs for employers.

Join Derrin Watson in this three-part web seminar for an in-depth discussion of safe harbor 401(k) plans, including the impact of the regulations affecting plan termination and mid-year amendments. Combining case studies and worksheets, the speaker presents a comprehensive view of safe harbor 401(k) plan design and administration, including the QACA rules.

This is a "must-attend" program for those retirement plan professionals who are new to safe harbor 401(k) plans, and it is a great review of fundamental principles for the experienced specialist.

Topics include:

  • ADP safe harbor requirements
  • ACP safe harbor requirements
  • Notice requirements
  • Plan documentation
  • Top heavy exemption
  • Termination and exit requirements
  • QACA requirements
  • Early eligibility issues
  • Designing a safe harbor 401(k) plan

Continue by clicking on the following link:

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