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Safe Harbor Plan Design

As your company grows, things change! One of those things should be your company’s retirement plan. It should meet the changing needs of the owners and employees.

A Safe Harbor 401(k) plan is a type of retirement plan with an employer contribution that allows employers to avoid most annual compliance tests. With a Safe Harbor 401(k) plan, employers and highly compensated employees can save up to the maximum amount each year.

To learn more about how this particular plan works and if it is right for your company, check out our guide below. Then, contact us to learn more about how a Safe Harbor provision might benefit your plan and employees!

PWMG_Safe Harbor Plan Design
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PWMG 401(k) Advisors


324 Grove Street, Second Floor

Worcester, MA 01605


1350 Main Street, 10th Floor, Suite 1008

Springfield, MA 01103

PHONE: (855) 508-401k

FAX: (508) 519-8426

Securities and advisory services offered through LPL Financial a registered investment advisor, Member FINRA/SIPC.


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