Inquiring Mind Posted April 30, 2024 Posted April 30, 2024 Can a plan be changed mid-year to have the safe harbor match allocated/calculated on a payroll basis versus what their plan currently has, the last day of the plan year? I have a client that does not want to true-up the sh match at year end.
Bill Presson Posted April 30, 2024 Posted April 30, 2024 No. William C. Presson, ERPA, QPA, QKA bill.presson@gmail.com C 205.994.4070
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