• Retirement Partners of Hawaii

[Video] Safe Harbor Plans


If you are a fiduciary to a traditional 401(k) plan, there’s a chance you might be inclined to annual non-discrimination testing. A Safe Harbor Plan can eliminate the need for annual non-discrimination testing.

Not sure if your plan qualifies? Check out this short video to provide some insight on Safe Harbor Plans.


5 views

   CONTACT US   

1003 Bishop Street

Pauahi Tower, Suite 880

Honolulu, Hawai`i 96813

Directions

  • LinkedIn - White Circle

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

Retirement Partners of Hawaii and LPL Financial do not provide tax advice or services. Please consult your tax advisor regarding your specific situation.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CO, HI, IL, NV, OR, & WA.