Asking the right questions can make all the difference in plan administration. Learn More >
When spouses each own separate, unrelated businesses, the presence of minor children can create a controlled group across both companies for coverage testing purposes. Learn More >
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403(b) plans are generally subject to fewer technical requirements and less administrative burdens than 401(k) plans.
A description of the 401(k) safe harbor rules, as well as, the advantages and disadvantages of this plan design option.
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).