this is one last revision of an attempt at generating a safe harbor notice in Relius. added info for Roth and catch-up and lots more "yes" user fields. if answered yes (or left blank) the particular sections will print.
alpha numeric User fields in plan specs: these are examples of possible coding:
#20 deferral changes can be made (e.g. quarterly or monthly, etc)
#21 is compensation definition (e.g. Total or comp less bonus, etc)
#22 and #23 distribution conditions (e.g. upon termination)
#25 contact person (e.g. Blunky the one eyed newt)
#26, #27 and #28 vesting schedule
#26 2yrs 20% 3 yrs 40%
#27 4 yrs 60% 5 yrs 80%
#28 6 yrs 100%
#29 hours for vesting
answer YES (or leave blank) if using these
#30 Roth available
#31 catch up available
#32 safe harbor non elective used?
#33 safe harbor non elective maybe used?
#34 basic match used?
#35 enhanced match used?
#36 any match?
#37 otherwise excludables?
#38 other contributions available?