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401(k) Plans

I help clients design, redesign, and administer their retirement plans

  • Nondiscrimination testing

  • Government reports

  • Required disclosures to participants

  • TPA evaluation

  • Fixing operational mistakes

  • Updating the plan for new rules and regulations

  • Tax filings

  • Withdrawal restrictions

  • QDRO's 

  • Fiduciary liability

  • Investment selection process

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