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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