Be sure your qualified plan is fully tested every year. The following article summarizes eight tests that are required annually. Learn More >
What happens if the Plan does not distribute corrective distributions for failed ADP or ACP tests by the 2 ½ month deadline? Learn More >
Top heavy testing is performed each year to determine if the Key employees own a significant portion of the total plan assets. Learn More >
ADP and ACP testing can be very complex. This article provides a high level overview of the important elements of the testing. Learn More >
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What is the difference between a SIMPLE IRA and a 401(k) Safe Harbor Plan, and which one is right for your company?
A SIMPLE IRA plan provides small employers with a tax-advantaged plan that offers simpler, less costly administration.
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