Cash balance plans offer high contribution limits and flexibility. Learn More >
A Cash Balance Plan can be a great way for a business owner to catch up on delayed savings by making larger contributions than what is allowed in a traditional profit sharing plan. Learn More >
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The IRS has issued modified rules on how to correct deferral errors in 401k plans.
In most cases 401k funds qualify for creditor protection under a federal law known as ERISA.
Congratulations Caryn and Greg!