Viewpoints about 401(k) testing
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Considering SIMPLE IRAs, SIMPLE 401(k) plans, or SEPs? What to know
Learn the advantages and disadvantages of three retirement plan types designed for small businesses: SIMPLE IRAs, SIMPLE 401(k) plans, and SEPs.
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Does your plan sponsor year-end checklist include these tasks?
The end of the year can be hectic for plan sponsors. Making a checklist can help ensure you don’t overlook anything. Here are a few compliance and planning tasks to consider for your list.
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Three tips to help avoid becoming an accidental fiduciary
As a third-party administrator (TPA), you may often take initiative to help plan sponsors with various tasks. But could you accidentally cross a line to become a fiduciary by doing these things? We’ll share some tips to help avoid unwanted fiduciary status while still offering excellent service.
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What employee classification means for your 401(k) testing
Your 401(k) plan and an individual’s working relationship with your business are interconnected. Learn how employee classifications can affect how you manage your plan.
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The basics of the 401(k) coverage test
The 401(k) coverage test is one of the nondiscrimination tests plan sponsors must perform each year to keep their plan compliant. Find out what’s involved in completing this test.
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401(k) nondiscrimination testing—a guide for plan sponsors and other fiduciaries
Nondiscrimination tests are designed to prove that qualified retirement plans aren’t just benefitting the highly compensated. Here's a review of how these tests work—and the penalties plan sponsors can pay if they get a failing grade.
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Avoid these four common 401(k) nondiscrimination testing mistakes
401(k) nondiscrimination testing must be performed annually to keep your plan compliant, and accurate results are vital. Learn how to avoid four common mistakes.
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