We recommend plan sponsors always keep an up-to-date permanent listing of missing participants as part of their retirement plan record. 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).