Safe Harbor Plans

ASC

While a safe harbor 401(k) plan has become a very popular plan design for many plan sponsors, the rules are not always straight-forward. A number of "gotchas" can trip up plan sponsors and practitioners. In addition, SECURE 2.0 raises new issues and concerns.

In this two-hour CE webcast, John Griffin, JD, LLM will discuss the rules applicable to safe harbor 401(k) plans and the many compliance "gotchas" that plan sponsors and practitioners should know. Topics will include:

• What is (and what is not) a safe harbor 401(k) plan?
• Why an employer may (or may not) want to have a safe harbor 401(k) plan
• Rules for "traditional" safe harbor 401(k) plans
• Rules for qualified automatic contribution arrangements (QACAs)
• Special issues for safe harbor 401(k) plans
• Other things to keep in mind regarding safe harbor 401(k) plans
• Miscellaneous safe harbor plan questions and answers

Presenter Info:

Industry expert and ERISA attorney, John Griffin, J.D., LL.M., has over 35 years' experience in the employee benefits field, including training and consulting with top firms in the industry.

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