MBM Advisors, a small advisory firm in Houston, has posted a 10-question FAQ on the requirements and operation of an auto-enroll safe harbor plan. The two-page list covers the basics (“What are the four basic requirements?”) as well as more esoteric issues (“Can I restrict the safe harbor contribution to employees who were employed on the last day of the plan year?”).
There’s a wealth (no pun intended) of good resources on MBM’s website, including:
• plan design and compliance
• economic commentary
• market commentary
Also included: brief videos providing guidance on a range of investment and retirement planning topics.
