Safe Harbor 401(k) Notices

Webinar: ID# 1023091
Recorded CD
About This Course:
Safe harbor 401(k) plans offer employers a unique opportunity to provide their employees with a retirement benefit while avoiding certain nondiscrimination testing requirements. However, it is critical to understand the "strings" that are attached to such opportunities and this webinar will explain the requirements associated with safe harbor 401(k) plans.

Specifically, we will provide a comprehensive overview of safe harbor 401(k) plans which will assist benefit plan administrators and professionals with their understanding of the various design options, notice and contribution requirements associated with such plans. You will also become familiar with safe harbor automatic contribution arrangements and various common mistakes related to safe harbor plans and how to fix such mistakes.


Traditional Safe Harbor Plans
  • Overview and Benefits
  • Plan Documentation and Eligibility Requirements
  • Employer Contribution Requirements
  • Design Issues
  • Discrimination Testing Issues
  • Notice Requirements
  • New IRS Mid-Year Change Guidance (Notice 2016-16)
Automatic Enrollment Arrangements
  • Overview
  • Summary of Automatic Contribution Arrangement (ACA)
  • Summary of Eligible Automatic Contribution Arrangement (EACA)
  • Summary of Qualified Automatic Contribution Arrangement (QACA)
Common Errors and Available Corrections
About The Presenter

Wesley H. Covert
  • Partner at the labor and employment law firm Laner Muchin, Ltd. in Chicago, Illinois which is a 2016 leading law firm as ranked by U.S. News and World Report
  • Focuses his practice on all aspects of employee benefits law, with a primary focus on defined contribution plans, multiemployer plans and compliance with the Affordable Care Act, HIPAA and other health and welfare regulations
  • Named an “Emerging Lawyer” for 2016 from Leading Lawyers which highlights attorneys under the age of 40
  • Wrote and co-wrote articles published in the BNA ERISA Compliance & Enforcement Library, the Employee Benefits Committee newsletter of the Illinois State Bar Association and The John Marshall Law School Tax and Employee Benefits Newsletter
  • Frequent speaker on benefit topics and provides training to HR Departments on a number of benefit issues
Safe Harbor 401(k) Notices
Available on CD format
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