Safe Harbor Benefits

Employee deferral and employer match contributions to a 401(k) plan must comply with non-discrimination rules.  Annually the average of the pre-tax and Roth 401(k) deferrals of Highly Compensated (HC) participants is compared with that of the Non-highly Compensated (NHC) participants, and if…

Plan Fees

Much public discussion is occurring about fees paid by participants in employer sponsored qualified retirement plans.  Plan fiduciaries must, among other things, ensure that fees levied from plan assets are reasonable with respect to necessary services received.  To assist plan…

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