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View More FIS Relius Education Webcasts and Conferences

401(k) Beyond the Basics 11: Safe Harbor 401(k) Plan Design

FIS Relius Education

Jan. 9, 2017
Recorded Online
Webcast
Do you already know the basics of 401(k) plans, and want to move on to the nitty gritty? There are so many rules, that it is impossible even for a very experienced practitioner to remember them all. Each installment in this series will present a one-hour focused look at a single topic affecting 401(k) plans and provide the information practitioners need to know to be sure they are fully assisting the companies and participants they serve. You can brush up on a single topic, or view the whole set, either as a live seminar, where you can ask questions, or as an archived presentation on your own schedule. Our standard pricing has been discounted to make attendance to all sessions in this series more cost effective. The series will cover the following:

401(k) Plans: Beyond the Basics Web Series

** 401(k) BB 01: IRS and DOL Correction Programs:More than Alphabet Soup
** 401(k) BB 02: Plan Document Requirements and Deadlines
** 401(k) BB 03: Eligibility and Vesting Design Considerations
** 401(k) BB 04: HCEs and Compensation
** 401(k) BB 05: Coverage Testing Issues
** 401(k) BB 06: The Average Benefit Test
** 401(k) BB 07: Elective Deferral Options
** 401(k) BB 08: ADP Testing Techniques
** 401(k) BB 09: ACP Testing Techniques
** 401(k) BB 10: After-tax Contributions: The Other White Meat
** 401(k) BB 11: Safe Harbor 401(k) Plan Design
** 401(k) BB 12: Safe Harbor 401(k) Plan Operation
** 401(k) BB 13: Distribution Restrictions & Hardships
** 401(k) BB 14: Participant Loans: The Fine Print
** 401(k) BB 15: All About Roth

401(k) Beyond the Basics 11: Safe Harbor 401(k) Plan Design?

Safe Harbor 401(k) plans remain among the most popular plan design options, but there are still some common misconceptions about what you can and cannot do in a safe harbor plan. This program focuses on the opportunities and pitfalls available to a plan designer in the restatement process.

Topics include:

** Safe harbor contribution alternatives
o Periodic matches
o Compensation definitions
** ACP safe harbor limitations
** Midyear amendments, exiting, and termination
** What can have a vesting schedule?
** What can have allocation conditions?
** Midyear conversion and adoption
** Exclusion of HCEs from safe harbor contributions
** Triple stacked match option
** Short plan years
** Comparison with QACA

Prerequisites:
There are no prerequisites or other advanced preparation for this program. The instructor will assume attendees have a general familiarity with the qualified plan requirements, and a minimum of two years of experience in dealing with qualified plans.

Level: Intermediate
Instructional Delivery Method: Group Internet-Based
NASBA Field of Study: Taxes
Speaker: David Schultz, J.D.

Objectives:
After completing the program, attendees should be able to:

** List the benefits and obligations of a safe harbor plan
** Assist an employer in designing a safe harbor plan to meet employer objectives
** Comply with the restrictions on midyear adoption, conversion, exiting, and amendment

More Information, How to Register

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