metsfan026 Posted August 20, 2021 Posted August 20, 2021 Sorry for all the questions lately! For a Plan that does their Safe Harbor Match on a payroll-by-payroll basis, are they required to do a true-up at the end of the Plan Year for those participants who started their contribution mid-year (or for those who maxed out prior to year-end)? Or can they put in the document that they will not do a year-end true-up?
C. B. Zeller Posted August 20, 2021 Posted August 20, 2021 The plan document should address the match computation period. Lou S. 1 Free advice is worth what you paid for it. Do not rely on the information provided in this post for any purpose, including (but not limited to): tax planning, compliance with ERISA or the IRC, investing or other forms of fortune-telling, bird identification, relationship advice, or spiritual guidance. Corey B. Zeller, MSEA, CPC, QPA, QKA Preferred Pension Planning Corp.corey@pppc.co
BG5150 Posted August 20, 2021 Posted August 20, 2021 I don't mind all the questions. It just bugs me you are a Mets fan. Bill Presson and TommyGunn13 2 QKA, QPA, CPC, ERPATwo wrongs don't make a right, but three rights make a left.
CuseFan Posted August 20, 2021 Posted August 20, 2021 1 hour ago, BG5150 said: It just bugs me you are a Mets fan. Agreed! Kenneth M. Prell, CEBS, ERPA Vice President, BPAS Actuarial & Pension Services kprell@bpas.com
metsfan026 Posted August 20, 2021 Author Posted August 20, 2021 Right now it bugs me too!! 1 hour ago, BG5150 said: I don't mind all the questions. It just bugs me you are a Mets fan. Pension Nerd and Bill Presson 2
ratherbereading Posted August 20, 2021 Posted August 20, 2021 Lol! Bugs me too! Not that the Yankees are so fantastic... 4 out of 3 people struggle with math
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