Name: Building Safe Harbor 401(k)s into Your Client Strategy
Uploaded: 2026-06-18T19:00:27.001Z
Duration: 29 min 35 s
Description: Building Safe Harbor 401(k)s into Your Client Strategy

Video: Building Safe Harbor 401(k)s into Your Client Strategy | Duration: 1775s | Summary: Building Safe Harbor 401(k)s into Your Client Strategy | Chapters: Welcome & Introduction (0.28699999999999903s), Safe Harbor Plans (176.83742531507866s), Timing and Opportunity (298.822s), Safe Harbor 401(k) Basics (457.327s), Nondiscrimination Testing (537.512s), HCE Testing Rules (608.7998095658204s), Compliance Testing Corrections (713.1082505703907s), Safe Harbor Differences (847.852s), Safe Harbor Plant Types (963.472s), Contribution Matching (1126.312s), 401(k) Options for Clients (1175.857s), Benefits of a 401(k) (1266.947s), PEP 401(k) (1320.317s), PEP vs. Traditional 401(k) (1382.747s), Important Deadlines (1468.432s), Resources & Next Steps (1556.9086359080593s), Closing Remarks (1721.666208543439s)