Newsletter
Important Safe Harbor Deadlines
December 14, 2020
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A Safe Harbor 401(k) is a popular plan for small employers. It allows an employer to maximize contributions for highly-compensated employees and satisfy non-discrimination requirements
CARES Act & CalSavers
December 14, 2020
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My hope is that you and your families are healthy and finding constructive ways to deal with the “shelter in place” that is now the
Alternative Plan Design for a new plan that missed the Safe Harbor Deadline
December 10, 2020
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The deadline to establish a new Safe Harbor 401-k Plan was October 1st and has now passed. However, there is an alternative strategy that will