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Fundamentals Series 07: Safe Harbor 401(k) Plans [2017]

FIS Relius Education

Nov. 27, 2017
Recorded Online
Webcast

Do you need to train someone new? Do you need to brush up on the basics, or to fill in gaps in your knowledge? SunGard’s Fundamentals Series may be just what you need. 16 convenient 1-hour web seminars provide the information a pension practitioner needs to function effective in the modern 401(k) world. Pick and choose the topics you need, or participate in the entire series: the choice is yours.

Fundamentals Series 07: Safe Harbor 401(k) Plans [2017]

A recent IRS survey found 2/3 of small 401(k) plans are safe harbor plans. Safe harbor plans, if operated properly, are exempt from the ADP and ACP tests, and may be exempt from top-heavy testing. Their design is extremely popular.

This program discusses the conditions and benefits of a safe harbor 401(k) design.

  • ADP and ACP safe harbors
  • Nonelective safe harbor
  • Matching safe harbor
  • Safe harbor notice requirements
  • Safe harbor 12-month plan year requirement
  • Introduction to top-heavy exemption

Continue by clicking on the following link:
http://www.relius.net/events/seminardetail.aspx?EID=27115

 
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