Understand Safe Harbor Contribution Options

Case Study

Understand Safe Harbor Contribution Options

This chart explains the three Safe Harbor contribution methods—Basic Match, Enhanced Match, and Non-Elective—so you can see how employer contributions work and what they mean for compliance and employee benefits.

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Additional Resources

Plan Optimization

Tax Treatment Table of Retirement Accounts

From Roth IRAs to 401(k)s and Mega Backdoor Roth strategies, this table breaks down contribution limits, tax treatment, and withdrawal rules.

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401(k) Data-Driven Checklist

Discover nine data-driven strategies to optimize your 401(k) plan. Learn how you can boost investment performance, enhance plan design, and improve ROI.

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Reducing Costs Without Sacrificing Performance

With the help of Fisher\SMB, an Atlanta-based construction company was able to reduce their plan fees while improving their investment quality.

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