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RSG | Retirement Solution Group

RSG | Retirement Solution Group

Tag: Re-statement

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401(k) Plan Design Review

The final year of your tri-cycle restatement period provides an opportunity to review and reassess 401(k) documents. It is an especially good time to look at these key features: • Employer Contributions • Automatic Features • Roth 401(k) • In-Service Distributions • Joint & Survivor Annuities
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