Kathy Moran
Nov 26 2009, 07:18 PM
Can a plan that has adopted a safe harbor 3% in 2009, change the plan specifications to a basic safe harbor matching plan for 2010 without affecting the status of the plan?
Thanks for any guidance you can provide.
K2retire
Nov 27 2009, 10:08 AM
The change must happen at the start of a new plan year.
Tom Poje
Nov 30 2009, 07:25 AM
yes, your 30 day notice should indicate such, I believe plan can be amended as late as Dec 31.
This is a "lo-fi" version of our main content. To view the full version with more information, formatting and images, please
click here.