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Posted by studiocenter on Jun 2, 2008

Solving 401(k) Testing Problems With New Design Options

  • Testing Requirements
  • Traditional Safe Harbor Options
  • Nonelective Contributions
  • Matching Contributions
  • Qualified Automatic Contribution Arrangement
  • Choosing a Safe Harbor Option for the First Time
  • Automatic Enrollment
  • Electing a Safe Harbor Design
  • Plans Currently Using a Safe Harbor Design
  • Conclusion

This newsletter is intended to provide general information on matters of interest in the area of qualified retirement plans and is distributed with the understanding that the publisher and distributor are not rendering legal, tax or other professional advice. Readers should not act or rely on any information in this newsletter without first seeking the advice of an independent tax advisor such as an attorney or CPA.

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