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We know it can be overwhelming when just getting started in offering a 401(k) plan for your employees, which is why we created a simple 401(k) Plan Design Checklist.

This checklist will help you:

  • Understand the different sections of a legal 401(k) plan document, including safe harbor 401(k) contributions.
  • Determine what to consider for plan design in each section and what each of your options are.
  • Have a better understanding of your preferred plan design before engaging with a 401(k) plan provider.

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