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Title
401(k) Design: Contribution Formula, Plan Eligibility, and Vesting Choices.
Authors
Tacchino, Kenn Beam
Abstract
Designing a 401(k) plan is a complex and arduous task. There are a variety of choices that must be considered. An examination of some of the design possibilities presented in the adoption agreement will enable the financial planner to provide better service to their clients who sponsor 401(k) plans.
Publication
Journal of Financial Service Professionals, 2019, Vol 73, Issue 5, p6