Understanding 401(k) Plans: Compliance, Safe Harbor, and Retirement Planning Insights скачать в хорошем качестве

Understanding 401(k) Plans: Compliance, Safe Harbor, and Retirement Planning Insights

Join us in this in-depth conversation with Nick Vincent, Director of Implementation at 401GO, as we explore the often-overlooked world of 401(k) plan administration. We dive into compliance, recordkeeping, and the critical role of compliance in helping business owners and employees maximize retirement benefits. Learn about Safe Harbor matches, plan design strategies like QACA, automatic enrollment, and common administrative mistakes to avoid. We also discuss tech-driven solutions, CalSavers Roth IRA considerations, ROBS 401(k)s, and the future of retirement planning for small businesses. If you're a business owner, advisor, or anyone curious about optimizing retirement plans, this episode is packed with insights and actionable advice. Learn more about Nick's work: https://401go.com/ Schedule a Retirement Readiness Check-In: https://www.sacramento401kadvisors.co... -- Disclaimer: This video is for informational purposes only and does not constitute legal or tax advice. Consult a qualified retirement plan professional for specific retirement plan recommendations.