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Is Your 401(k) About to Lose Solo Status? Here’s How to Prepare
Preparing a small business 401(k) plan to lose its solo status is not complicated. Here’s what you need to know to smoothly transition your plan.
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The Ultimate Guide to Safe Harbor 401(k) Plans
Safe harbor 401(k) plans are popular with small businesses that struggle to pass IRS-mandated nondiscrimination testing. Our guide answers common questions.
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401(k) vs SIMPLE IRA: Which is Right for Your Business?
401(k) or SIMPLE IRA? The kind of plan you pick could have an enormous impact on the finances of everyone involved in your business. Choose wisely.
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Safe Harbor 401(k) Plans: Answers To Common Questions
Safe harbor 401(k) plans are increasingly popular with small businesses. Our FAQ can help owners decide if one is right for their company.
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401(k) Rollovers: When One is in Your Best Interest
After leaving a job, you must decide what to do with your 401(k) account. A rollover may or may not be in your best interest. Here's how to decide.
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Safe Harbor or Traditional 401(k) Plan – How to Decide
Safe harbor 401(k) plans are the most popular type of 401(k) used by small businesses today, but they are not the best fit for every small business.
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Replacing SIMPLE IRAs with a 401(k) – Frequently Asked Questions
Replacing a small business SIMPLE IRA with a 401(k) is not a complicated process, but it does require planning. Our FAQ can help the process go smoothly.
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Are Profit Sharing Contributions Right for Your 401(k) Plan?
Pro rata, permitted disparity, and new comparability are types of 401k profit sharing contributions. Employers should know if they’re right for their plan.
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403(b) vs. 401(k) Plans for Non-Financial People
These two big differences are truly all you need to know when deciding between a 403(b) or 401(k) plan – their eligibility and testing requirements.
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New Comparability 401(k) Plans - Are They Right for Your Small Business?
Small businesses should consider new comparability profit sharing contributions when 401k plan goals include maximizing owner contributions at the lowest cost
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