A retirement plan committee is responsible for making many of the decisions regarding the plan and its members are the primary named fiduciaries of the plan. Learn More >
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Be sure your qualified plan is fully tested every year. The following article summarizes eight tests that are required annually.
Recent changes in the regulatory landscape have raised questions for employers that sponsor retirement plans.
New team members for 2025.
Allie recently earned her Qualified 401(k) Administrator (QKA) designation from the American Society of Pension Professionals and Actuaries (ASPPA).