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IntroductionMarket Abbreviations Stock Market Statistics Thinking about Your Financial Future Search for Advisors Financial Calculators Financial Media Federal Agencies and Programs

Investment PortfoliosModern Portfolio Theories Investment Strategy Practical Portfolio Management Info Diversification Ratings Activities Abroad Trading Markets

Investment Terminology and InstrumentsBasics Investment Terminology Trading Bonds Mutual Funds Exchange Traded Funds (ETF)Stocks Annuities

Technical Analysis and TradingAnalysis Basics Technical Indicators Trading Models Patterns Trading Options Trading Forex Trading Commodities Speculative Investments

Cryptocurrencies and BlockchainBlockchain Bitcoin Ethereum Litecoin Ripple Taxes and Regulation

RetirementSocial Security Benefits Long-Term Care Insurance General Retirement Info Health Insurance Medicare and Medicaid Life Insurance Wills and Trusts

Retirement Accounts401(k) and 403(b) Plans Individual Retirement Accounts (IRA)SEP and SIMPLE IRAs Keogh Plans Money Purchase/Profit Sharing Plans Self-Employed 401(k)s and 457s Pension Plan Rules Cash-Balance Plans Thrift Savings Plans and 529 Plans and ESA

Personal FinancePersonal Banking Personal Debt Home Related Tax Forms Small Business Income Investments IRS Rules and Publications Personal Life Mortgage

Corporate BasicsBasics Corporate Structure Corporate Fundamentals Corporate Debt Risks Economics Corporate Accounting Dividends Earnings

Who Administers a 401(k)?

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Keywords: taxation, retirement accounts, IRS, open architecture plans, third party administrator, ERISA, TPA, Highly Compensated Employees (HCEs),

What is Publication 15-b on Fringe Benefits?

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Keywords: Highly Compensated Employees (HCEs), disability, cafeteria plan, group benefits, group life,

Who Establishes a 401(k)?

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Keywords: taxation, retirement accounts, fiduciary standard, fiduciary, custodian, top-heavy testing, HCE, Average Deferral Percentage (ADP), sponsor, Department of Labor, administrator, bookkeeper,

What is a Matching Contribution?

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Keywords: taxation, retirement accounts, vesting, fringe benefits, employer match, ERISA, Highly Compensated Employees (HCEs), top-heavy, employer contributions, golden handcuffs,

What are the 401(k) Contribution Limits?

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Keywords: taxation, retirement accounts, contribution limits, top-heavy testing, NHCEs, cost-of-living adjustments, excess contributions,

How Does a 401(k) Work?

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Keywords: taxation, retirement accounts, broker-dealers, RMDs, ERISA, TPA, custodian company, participation rates, top-heavy testing, safe harbor plans,

What is a SEP IRA?

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Keywords: taxation, retirement accounts, vesting, employee benefits, pensions, employer contributions,

How is a 457 Plan Different From a 401(k)?

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Keywords: taxation, retirement accounts, catch-up contributions, nonprofit, Form 5500, government employees, nonprofit employees,

What Are the Contribution Limits for My SIMPLE IRA?

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Keywords: taxation, retirement accounts, saving for retirement, employer contributions, employee contributions,

How Does a 401(k) Compare With Other Retirement Plans?

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Keywords: retirement accounts, employee benefits, employer contributions, SEPs, SIMPLE IRAs, deferred comp, defined benefit,

How Can I Establish a Keogh Plan?

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Keywords: taxation, retirement accounts, employee benefits, individual 401(k),

What is a SIMPLE IRA?

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Keywords: taxation, retirement accounts, employee benefits, safe harbor plans, matching contributions, safe harbor 401(k)s,

What is a Self-Employed 401(k)?

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Keywords: taxation, retirement accounts, employee benefits, self-employed, self-employed individuals,

If I Want to Establish a SIMPLE IRA, Do I Have to Establish One for All Employees of My Business?

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Keywords: taxation, retirement accounts, elections, employee benefits, summary plan description, election period, eligibility requirements, SPD,

How Can I Establish a SEP IRA?

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Keywords: taxation, retirement accounts, vesting, employee benefits, contribution limits, October 15, tax filing deadline,

If I Want to Establish a SIMPLE IRA, Do I Have to Establish One For All Owners of My Business?

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Keywords: taxation, retirement accounts, employee benefits, silent partners, union members,

What Are the Contribution Limits for My SEP IRA?

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Keywords: taxation, retirement accounts, saving for retirement, self-employment tax, employer contributions, individual 401(k), employer-sponsored retirement plans,

How Can I Establish a SIMPLE IRA?

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Keywords: taxation, retirement accounts, elections, employee benefits, qualified plans, IRS Form 5304, Form 5305, 60 day election,

If I Want to Establish a SEP IRA, Do I Have to Establish One for All Employees of My Business?

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Keywords: taxation, retirement accounts, employee benefits,

What is a Money Purchase/Profit Sharing Plan?

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Keywords: taxation, retirement accounts, profit margin, employee benefits, employer contributions, maximum allowable contributions, matching, salary deferrals,

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