401(k) Fridays Podcast
401(k) M&A, Grace Periods, Controlled Groups & Discrimination Testing
- Author: Vários
- Narrator: Vários
- Publisher: Podcast
- Duration: 0:59:09
- More information
Informações:
Synopsis
This is our second episode where we tackle the ins and outs of retirement plan discrimination and compliance testing. The first episode we released a few weeks ago hit on some of the core concepts around discrimination testing and laid five strategies to improve your results. Today, we pick up where we left off with the last episode and address some more complex concepts around discrimination testing. Thankfully, I have Chad Johnson, a fellow admitted 401(k) nerd, and Third Party Administrator with Plan Design Consultants to help us out. Over the years I have had numerous conversations with retirement service providers of all shapes and sizes on M&A, Control Groups, Grace Periods and Discrimination testing. In my humble opinion, I think Chad provided one of the better explanations of all this that I have heard! Let me know if you agree, disagree or if we missed something you have questions about, shoot us an email at info@401kfridays.com. Guest Bio Chad Johansen is a self-proclaimed retireme