Cathy from Chicago
Dec 11 2007, 03:29 PM
Please confirm that Top Heavy remains a potential issue annually with the regular SH Match (versus the new automatic enrollment w/cola SH Match). Thanks a million....mind has gone blank!
Tom Poje
Dec 12 2007, 07:08 AM
the rules are the same as for safe harbor 401k - if there are no other contributions besides deferrals and safe harbor, the plan is not top heavy (assuming otherwise excludable option is not used)
austin3515
Dec 13 2007, 10:14 AM
Tom - that is an awesome avatar...
Tom Poje
Dec 13 2007, 12:28 PM
what do you mean by avatar? that is an actual picture of me, didn't you know? no really it is.
(Hey Austin Powers - just don't come chasing after me like you do with all your other criminal geniuses. I'm not that evil)
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