Startup 401(k) Safe-Harbor Deadline

September 17th, 2021, is the deadline for all startup 401(k) Safe-Harbor retirement plans.

What does this mean?

  • A startup 401(k) Safe-Harbor retirement plan for the 2021 calendar tax year, must be established for at least 90-days (10/1).
  • A startup 401(k) Safe-Harbor retirement plan must be established for the first payroll of the 2022 calendar tax year. for the first payroll of the 2022 calendar year.

How do these deadlines affect me?

  • If you or your Clients have shown interest in starting a 401(k) Safe-Harbor retirement plan for 2021 or 2022, now is the time to make the move!

What do I do now?

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Heather Craigg

Learning Center

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