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Defined Contribution Account Manager Nova 401(k) Associates
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401K Safe
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Relationship Manager for Defined Benefits Daybright Financial
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Safe Harbor 401(k) Plan Workshop: Plan Design, Troubleshooting and SECURE ChangesASPPA [American Society of Pension Professionals & Actuaries] |
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Feb. 13, 2024 - Feb. 14, 2024 On-Demand Webinar |
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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:
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