FAQ 162: Top Heavy Minimum Calculation--Top heavy minimum is not being offset by safe harbor match

Problem:

The report is not reducing the calculated 3% by the safe harbor match that I have input.


Solution:

Go to the Top Heavy Minimum (TOPHMINM) screen in the general specs and check the box next to the safe harbor match source under "Reduce Top-Heavy Minimum". Then re-run the report and it should now take the safe harbor contributions into account.