Keith Lowery Posted October 7, 2024 Posted October 7, 2024 My understanding is the mid-year safe harbor change can't be done after August 31st (assuming 12/31 PYE) because of the SH notice requirement....given the 3 month requirement for the creation of the new SH plan. If the new 401(k) SH plan is a nonelective contribution, is a Safe Harbor notice still required ? Thx!
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