Category: Industry Knowledge

ADP & ACP Testing

As the IRS offers tax saving and tax deferred savings in employer sponsored retirement plans, they want to ensure that not only owners and highly compensated employees benefit from...

Navigating LTPT Eligibility

Navigating Long-Term Part-Time Employee Eligibility for 401(k) and 403(b) Plans Written by Jeremiah “JP” Perryman, QKA on March 27, 2024   Planning for retirement is a vital aspect of...

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