This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.
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Understand the pros, cons, and considerations for moving forward It started with a simple question during a leadership meeting: “What’s in our 401(k) plan—and are plan provisions still working for our team the way they should?” The CEO glanced around the room. No one had a clear answer. The plan
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