Has anyone taken a look at the new 5307 form? We're starting to get our process going because we've start EGTRRA restatement. In particular, if a plan is filling in 5307 and is an ADP/ACP safe harbor plan, there's no spot anywhere on the form to mention it. For example, page 2 asks if the plan has 401(m) match. If the plan had no 401(m) match but had a safe harbor match would we check no here?
Thanks for the help.