Retaining important plan information is critical. ERISA requires that some records be kept for a six-year period, while other records must be kept indefinitely. Learn More >
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A brief description of the mechanics of cross-testing and some general guidelines on which employers are good candidates for this plan design.
When designing a defined contribution plan, it is important to understand how the various types compare.
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).