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Posted by jflorian on Feb 4, 2019

It's Testing Season | Know Your Options | The 401(k) Turns 40

  • It's Testing Season!
  • Is an HCE the same as a Key Employee?
  • What do the different compliance tests mean?
  • Upcoming Compliance Deadlines for Calendar-Year Plans (12/31)
  • Know Your Options

This newsletter is intended to provide general information on matters of interest in the area of qualified retirement plans and is distributed with the understanding that the publisher and distributor are not rendering legal, tax or other professional advice. Readers should not act or rely on any information in this newsletter without first seeking the advice of an independent tax advisor such as an attorney or CPA.

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