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Kurt S. Altrichter - Safe Harbor 401k Quick Guide

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Kurt S. Altrichter
Kurt S. Altrichter

Kurt S. Altrichter - Safe Harbor 401k Quick Guide

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Contributions up to $19,500 for both 2020 and 2021 Catch-Up contributions up to $6,500 for 2020 and 2021. Allows employer & highly compensated to maximize their own contributions. Pre-approved IRS matching & vesting schedules. QUICK GUIDE TO: SAFE HARBOR 401(K)S C O N T R I B U T I O N S & M A T C H I N G F I L I N G & C O M P L I A N C E T A X A D V A N T A G E S Employer contributions are deductible on the employer’s federal income tax return. Elective contributions and investment gains might enjoy tax deferral until distribution. Offers both pre-tax & Roth options. Requires annual 5500 filing. A Safe Harbor 401(k) allows the plan sponsor to automatically pass certain annual compliance testing to ensure IRS compliance. Life, Inc. Retirement Services is a Registered Investment Advisory Firm of the state of Ohio and licensed in Florida and Maryland.

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