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Why Choose Us
Plan Sponsors
Financial Advisors
Third Party Administrators
Recordkeepers
12 Failures
1 – Not Updating Plan Documents
2 – Not Using the Correct Definition of Compensation
3 – Not Calculating the Correct Match
4 – Not Properly Performing ADP & ACP Testing
5 – Not Properly Limiting 401(k) Deferrals
6 – Not Timely Depositing 401(k) Deferrals
7 – Not Properly Administering Participant Loans
8 – Not Administering Hardship Withdrawals Properly
9 – Not Following the Top Heavy Rules
10 – Not Timely Filing Form 5500
11 – Not Starting Deferrals Properly
12 – Not Following the Terms of the Plan
Answers
Services
Who We Are
Why Choose Us
Plan Sponsors
Financial Advisors
Third Party Administrators
Recordkeepers
12 Failures
1 – Not Updating Plan Documents
2 – Not Using the Correct Definition of Compensation
3 – Not Calculating the Correct Match
4 – Not Properly Performing ADP & ACP Testing
5 – Not Properly Limiting 401(k) Deferrals
6 – Not Timely Depositing 401(k) Deferrals
7 – Not Properly Administering Participant Loans
8 – Not Administering Hardship Withdrawals Properly
9 – Not Following the Top Heavy Rules
10 – Not Timely Filing Form 5500
11 – Not Starting Deferrals Properly
12 – Not Following the Terms of the Plan
Answers
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