Focus: The Continuing Evolution of the Safe Harbor 401(k) Plan
- Background
- Tried it but didn’t like it
- Tried it, like it, but want to make a few changes
- Forfeitures…be careful when and how you use them
- Forgot to provide the safe harbor notice!
By Robbie Petrillo
Pinnacle Plan Design is a third-party administrator (TPA) of employer-sponsored qualified retirement plans. We specialize in retirement plan design, administration and actuarial consulting. Pinnacle has offices in Tucson and Phoenix, Arizona (AZ) as well as Houston, Texas (TX), and we proudly serve clients nationwide.