Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Marguerita is a Certified Financial Planner (CFP), Chartered Retirement Planning Counselor ...
Advisers can assist plan sponsors wrestling with how to pass IRS testing for qualified employer-sponsored retirement plans by explaining the trade-offs involved between the costs of safe harbor ...
Even though nondiscrimination testing is likely performed by a plan’s recordkeeper or third-party administrator, plan sponsors need to understand the basics of the tests, including the types of ...
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