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Safe Harbor Plan Provisions
Because of the complexity of nondiscrimination testing and the administrative burden to a plan sponsor, some organizations are opting to set up new plans and/or amend their current plan document to include safe harbor provisions.
6:58
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Match True-Up Calculations
Plans may need a match true-up calculation when the plan document specifies the match will be determined on an annualized basis, but the plan sponsor calculates and deposits the match more frequently, such as each pay period, monthly, or quarterly.
4:34
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After-Tax Contributions and Testing Impacts
Helping plan sponsors understand the testing impacts of after-tax contributions prior to adding the contribution option for participants to the plan.
5:49
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Prior Year Versus Current Year Testing Methods
Understand the difference in testing methods, Prior Year versus Current Year.
6:16
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Mergers and Acquisitions: Addressing Pitfall Situations
Gain a better understanding of key topics to keep top of mind during a merger or acquisition.
4:22
