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James Esposito

Qualified Plans Consultant

Library » Three Considerations For Small Business Owners When Implementing a Retirement Plan

November 17, 2016 | Retirement Plans

Business owners looking to implement a new qualified retirement plan—like a §401(k) plan or a cash balance plan—for the 2016 calendar year must have the plan document signed by 12/31/2016 for the earliest allowable effective date of 01/01/2016. Here are some important points to consider about …


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