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2004 Plan Year-End Planning Checklist for Advisors, Employer/Plan Sponsors and Fiduciaries
Milberg Consulting LLCLink to more items from this source
Nov. 24, 2004
Excerpt: This article identifies year-end administrative, compliance and planning issues that require attention within the general timeframe indicated.' It includes information on Safe Harbor 401(k) Notice Requirements, Salary Reduction Arrangement Elections, Timing of Deposit of Employee Contributions, Beneficiary Designations, the Form 5500 Filing Requirement, the Minimum Distribution Requirement, and Fiduciary Review of various items.

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