Safe Harbor 401(k) Notices

Lorman Education Services

Become familiar with safe harbor arrangements and various common mistakes related to safe harbor plans and how to fix such mistakes.

There are several required notices for Internal Revenue Code (Code) Section 401(k) plans governed by the Employee Retirement Income Security Act of 1974 (ERISA) for safe harbor 401(k) plans. Missing a notice can be expensive, burdensome, and detrimental to a plan's tax-favored status.

This presentation will provide a brief overview of safe harbor designs, and dive into the notice requirements that have had several changes in the last few years.

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