Don't get caught in the storm - Let's talk Safe Harbor!

· Failing ADP Test? Add 3% non-elective Safe Harbor to an existing 401(k) plan mid-year. No more ADP/Top Heavy Test

· Is it time for your client’s SIMPLE plan to be converted to a 401(k) plan? Higher contributions, more flexibility, and tax savings?

· Are you aware plans can switch from Safe Harbor Match to Safe Harbor Non-Elective as a permissible mid-year change without penalty?

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