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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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).