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PLAN DESIGN REVIEW
Through an annual review of a business's current plan design, a consultant can work on uncovering ways that the plan could be improved to both encourage employee savings and allow the principals to contribute larger amounts into the plan. Working with a Third Party Administrator, a consultant could also design a plan geared toward maximizing savings and utilize techniques to pass non-discrimination testing.
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15760 Ventura Blvd.
Suite 910
Encino, CA 91436-3017
Tel: (818) 325-3000
Fax: (818) 325-3025
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