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401k Mirror Plan Can Solve Testing Issues

401k Mirror Plan Can Solve Testing Issues. Plan sponsors dread telling senior executives that their tax bill is higher than they expected because their 401k plan failed testing. But there is a solution beyond plan design.

Marc Zimmerman from the Centurion Group and TPSU Adjunct Lecturer explains how a 401k Mirror plan can help.


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Target Date Fund Questions

Target Date Funds – Getting Questions? Be Prepared

Getting Questions About Your Plan’s Target Date Funds? Be Prepared. Plan sponsors, brace yourselves. If you aren’t already, you might soon be getting questions from participants — especially younger ones — who are concerned about the performance of their target date ...