Episode Details
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[Retirement] 12, Top-Heavy Plans
Season 3
Episode 12
Published 1 year, 2 months ago
Description
Require additional contributions for non-key employees if key employees hold more than 60% of plan assets. --
The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this podcast to document my study notes, and I hope you find them helpful in your own preparation.
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