IRS compliance programs provide employers with insight on focus areas for plan audit. Learn More >
Internal controls ensure contributions and loan repayments are deposited timely and accurately. Learn More >
Processes and procedures set in place by an organization that allow it to conduct its business in an efficient manner, safeguard its assets, prevent fraud, and ensure the accuracy of financial data. Learn More >
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What are the differences and which is right for your company?
Be sure your qualified plan is fully tested every year. The following article summarizes eight tests that are required annually.
New team members for 2023.
Ryan Stamper and Michael Zehnder recently earned their Qualified 401(k) Administrator (QKA) designation from the American Society of Pension Professionals and Actuaries (ASPPA).