A Year-End Checklist for Traditional and Safe Harbor 401(k) Plans for an Employer
Submitted by Flynn Zito Capital Management on November 20th, 2023The popularity of 401(k) plans today is because they offer certain tax advantages to employers and employees. For employers to qualify to have 401(k) plans, they must meet specified fiduciary responsibilities. Managing these tasks is complicated and can feel, at times, overwhelming. Receiving guidance from a financial professional can help you navigate the myriad of tasks you might face.