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View More ASPPA [American Society of Pension Professionals & Actuaries] Webinars, Podcasts and Conferences

Safe Harbor 401(k) Plan Workshop: Plan Design, Troubleshooting and SECURE Changes

ASPPA [American Society of Pension Professionals & Actuaries]

Feb. 13, 2024 - Feb. 14, 2024
12:00 p.m. - 4:00 p.m. ET
Webinar

Speaker: Stephen Forbes, J.D., LL.M., President, Forbes Retirement Plan Consulting 

Description: The Safe Harbor 401(k) Plan has become the most popular 401(k) plan design. Nevertheless, many practitioners and employers continue to be unaware of design options that effectively maximize its advantages, particularly how to use the ACP safe harbor features. One of the more attractive plan designs is combining a Safe Harbor 401(k) plan with a Cross-Tested Plan. We also will discuss the changes made by the two SECURE Acts. Finally, we will address how to correct a Safe Harbor 401(k) Plan that runs afoul of the rules.

Learning Objectives:

  • Design a Safe Harbor 401(k) Plan
  • Utilize multiple ACP safe matching formulas
  • Apply long-term part-time employee rules to a Safe Harbor 401(k) Plan
  • Correct a Safe Harbor 401(k) Plan failure
  • Apply SECURE changes to a safe harbor 401(k) plan

More Information, How to Register

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