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Examen
Course 9 Safe Harbor 401(K) Plans Questions And Answers
SAFE HARBOR
SAFE HARBOR
COURSE 9 SAFE HARBOR 401(K) PLANS QUESTIONS AND 
ANSWERS 
An advantage of adopting a SH plan is reduced overall plan costs - CORRECT ANSWERFalse 
An Employer wants to adopt matching SH provision for its 401k plan for the 2024 year. Knowing their 
plan is a calendar year plan, what is the latest date by which the plan document would have to be 
amended? - CORRECT ANSWERDec 31, 2023
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