CODA VESTING: EXAMPLE (2 OF 2)
01.Core Concepts
How much is vested? PSP contributions & earnings $100,000 Match and earnings on the match $40,000 Deferrals and earnings $60,000 Total ? How would the answer change if the 401(k) was a safe harbor plan? What impact would it have on the vested amount if he left after his third anniversary?