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Sacramento, CA 95825
phone: 916.922.3200
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401(k) Safe Harbor Plan

A type of qualified Defined Contribution Plan that permits employees to elect to defer compensation into the plan on a pre-tax, or in the case of Roth Contributions, post-tax basis. In addition, the Employer contributes a ‘Safe Harbor’ contribution. Safe Harbor employer contributions must be 100% vested at all times. 

 
Advantages:
  • Allows employees to make contributions to the plan via payroll deduction
  • Employer contributions are tax deductible up to 25% of eligible employee compensation
  • Employee contributions are tax deferred until distributed at retirement (except in the case of Roth contributions)
  • Because the Employer is required to make a Safe Harbor contribution, the plan is deemed to pass certain non discrimination testing