Videos and Webinars

Safe Harbor Plan Design: Smart Solutions to Avoid ADP Testing

Apr 29, 2022


During this webinar, Newport experts Tami Delaney, Senior Vice President, Compliance, and Julie Munderback, Senior ERISA Consultant, shared smart solutions for avoiding corrective distributions with advisors and their plan sponsors. These included:

  • Retroactive safe harbor nonelective contribution features
  • “Maybe” safe harbor nonelective contribution provisions
  • Examples of successful safe harbor plan designs
  • Qualified Automatic Contribution Arrangement
  • And more

Click here to download the slides from the presentation.

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