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Michelle Marsh
Feb 1, 2024
ADP or ACP 401k Testing Failure? Here's What to Do
Corrective action is necessary when ACP and/or ADP 401k testing fails. Here are the steps to getting back into compliance.
Michelle Marsh
Feb 27, 2023
Avoid Making These 10 Retirement Planning Mistakes
It’s hard to imagine that the decisions you make now will have a long-lasting impact on the future of your life. Nevertheless, they do,...
Michelle Marsh
Jul 22, 2020
Fixing Problems With Your Organization’s 401(k) Plan
Someone with discretionary authority over an organization’s 401(k) plan administration, is considered a “Fiduciary.” A fiduciary has many...
Michelle Marsh
Feb 3, 2020
What Work is Done by your Third Party Administrator During the Year-End Compliance Testing Season?
Part Two: Testing and Valuation This is a continuation of a previous post. If you have not read part one, which covers checking census...
Michelle Marsh
Jan 27, 2020
What Work is Done by your Third Party Administrator During the Year-End Compliance Testing Season?
Part One: Gathering Census Data and Balancing Asset Reports If you sponsor a retirement plan for your employees, you will soon discover...
Michelle Marsh
Jan 14, 2020
Top Three Errors Found in Retirement Plan Administration
At this time of year, there is a lot of focus on your retirement plan. Your administration team is focused on gathering data, completing...
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