BG5150 Posted November 23, 2021 Posted November 23, 2021 I know that the 3% Safe Harbor notices are no longer needed. But what about an existing plan that is adding it? Do they have to give a notice the first time? If we do an SMM, it's not due until 210 after the plan year of the amendment! Same thing for an SPD of an in-effect plan. What about a start-up plan? Is a notice due? Or will the SPD suffice? QKA, QPA, CPC, ERPATwo wrongs don't make a right, but three rights make a left.
mattmc82 Posted November 24, 2021 Posted November 24, 2021 wouldn't you want the HCEs to know they can change their deferrals in the new year? I don't think any of what you out layed is required anymore.
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