A description of the 401(k) safe harbor rules, as well as the advantages and disadvantages of this plan design option. Learn More >
A discussion of the various provisions in a plan that will allow owners in small businesses maximize their contributions. Learn More >
Frequently Asked Questions on Safe Harbor Suspension Learn More >
The SECURE Act eliminates the notice requirement for Safe Harbor nonelective contributions and extends the deadline for an employer to elect safe harbor status. Learn More >
This chart describes the four safe harbor options available to employers to avoid some nondiscrimination testing. Learn More >
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New team members for 2022.
Please join us in congratulating our two new Account Executives!