Daily Archives: September 16, 2020


Establishing new Safe Harbors for the current year has been updated in a significant way under the SECURE Act. We’ve outlined the deadlines below. As a reminder, this means that a Plan Document must be drafted, signed and plan accounts open to meet the deadline as shown below: 10/1/2020: Any […]

Timelines for establishing Safe Harbor 401(k)s under SECURE Act