The 401(k) Magic Trick
Q: What does the ”ADP” in ADP Test stand for? A: Average Deferral Percentage – WRONG! A: Always Discriminate Properly – NOPE It stands for ACTUAL DEFERRAL PERCENTAGE, because we … Continue Reading The 401(k) Magic Trick
Financial Wellness: Industry Buzzword or 401(k) Value Add?
You can always count on the Retirement Plan Industry to be drumming up new concepts Advisors can utilize to add value when working with Plan Sponsors. The hot topics of the … Continue Reading Financial Wellness: Industry Buzzword or 401(k) Value Add?
