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Don’t Miss the Safe Harbor 401(k) Plan Workshop!

Inside ASPPA

Many retirement plan professionals are still learning the ins and outs of how to design safe harbor 401(k) plan to ensure they’re as advantageous as possible or what rules apply to them.

So the ASPPA Webcast “Safe Harbor 401(k) Plan Workshop: Plan Design, Troubleshooting and Correction” is well-timed and always timely.

In a two-part webinar on Sept. 14 and Sept. 15, Stephen W. Forbes, J.D., LL.M., Vice President, Relius Education at Sungard, will discuss how to:

  • Design a safe harbor 401(k) plan
  • Use multiple matching formulas that are safe harbor
  • Correct a safe harbor 401(k) plan failure
  • Apply early eligibility to a safe harbor 401(k) plan
  • Design a combined, cross-tested and safe harbor 401(k)

We’ll also review other design and testing alternatives. 
 
Don’t miss this deep dive into this increasingly popular type of plan — and the chance to earn 8 CE credits.

Part 1: Sept. 14, 2022, 12:00-4:00 p.m. ET
Part 2: Sept. 15, 2022, 12:00-4:00 p.m. ET

More information about ASPPA Webcast: “Safe Harbor 401(k) Plan Workshop: plan design, troubleshooting and correction” is available at https://www.asppa-net.org/asppa-webcast-safe-harbor-401k-plan-workshop-plan-design-troubleshooting-and-correction