Safe Harbor Plan

Home/Tag: Safe Harbor Plan

How the SECURE Act is Changing Retirement

The SECURE Act represents some of the most significant changes to retirement plan law since the passage of the Pension Protection Act of 2006, over thirteen years ago. The provisions of the Act are broad ranging and span many different effective dates.

2020-02-14T11:16:55-05:00February 14th, 2020|Categories: Newsletters/Bulletins|Tags: , , , , , , , , , |Comments Off on How the SECURE Act is Changing Retirement

Does My Safe Harbor Plan “Require” Testing?

There is a common misconception that safe harbor plans are exempt from testing requirements. This overly general and inaccurate statement calls for a proper explanation. A safe harbor plan requires tests other than non-discrimination, entails proper administration to satisfy the plan design and can benefit from testing for plan optimization.

2019-07-19T10:16:12-05:00March 18th, 2019|Categories: 401k Resources|Tags: , , , , , |Comments Off on Does My Safe Harbor Plan “Require” Testing?