Plan Sponsors: Don’t Miss Upcoming Deadlines
As you know, the “Plan Sponsor is responsible for ensuring that its plan operates in compliance with the rules related to qualified plans.” 1 That, in turn, means, you are held accounting to the...
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What to Do with Remaining 529 Funds
Children sometimes thwart our best-laid plans but having extra money in a 529 college-savings plan is a pretty good outcome. Families can end up with leftover college funds for a variety of reasons,...
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