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Compass Retirement Consulting Group, Inc.
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Benefit Associates, Inc.
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DPS Retirement Plan Consultant EPIC Retirement Plan Services
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United 401(k) Plans, Inc.
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Prime Pensions, Inc.
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Trucker Huss, A Professional Corporation
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Carpenter Morse Group
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Central Pension Fund of the IUOE
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Central Pension Fund of the IUOE
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Bates & Company
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Retirement Plan Relationship Manager ERISA Services, Inc.
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Nova 401(k) Associates
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Defined Benefit Calculation Specialist/Actuary The Angell Pension Group, Inc.
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Retirement, LLC
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Retirement Plan Legal Specialist Pentegra
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Nicholas Pension Consultants
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| Timing and Funding of 'Solo Conversion' BenefitsLink Message Boards  Jan. 14, 2021 "Client is participating in a solo 401(k) and would like to terminate it. If they have already funded the account during 2021, are those EE/ER contributions valid, or does the account need to remain open for the entire fiscal year in order to qualify them? Edit to explain title: they wanted to convert the plan to a broader 401(k) but haven't been able to find a good option for this, so they are exploring whether they can just close out the solo plan and restart in 2022 with a different plan provider. I'm sure there's options to help them solve that part of it, but as we do so, they have asked about the impact of closing in a year that they have funded it." |
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