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Retirement Plan Administrator (TPA) Retirement Plan Consultants
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Retirement, LLC
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Kentucky Trust Company
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EPIC: TPA/DPS
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Retirement, LLC
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Farmer & Betts, Inc.
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Pentegra
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Employee Benefits and Executive Compensation Associate Attorney Verrill
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| Designing Your 401(k) Plan for Combined Testing with a Future Cash Balance Plan DWC  May 6, 2021 "Some [401(k) plans] are initially set up as stand-alone, only to be paired with a cash balance plan down the road. Since most cash balance plans are designed to provide owners with the majority of the benefits, they cannot pass the nondiscrimination tests, so combining the cash balance plan with the 401(k) plan creates a cost-effective method to pass testing." |
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