Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Marguerita is a Certified Financial Planner (CFP), Chartered Retirement Planning Counselor ...
Advisers can assist plan sponsors wrestling with how to pass IRS testing for qualified employer-sponsored retirement plans by explaining the trade-offs involved between the costs of safe harbor ...
Beware the IRS Ides of March. March 15th is a looming deadline. If your 401(k) plan failed the ADP test, it must remove participants' excess contributions (and related earnings) by March 15th to avoid ...
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