Podcast Episode Details

[Retirement] 12, Top-Heavy Plans

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Season 3 Episode 12

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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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More Exam Prep Content Visit: https://open-exam-prep.com/

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Published on 11 months, 2 weeks ago