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Breaking Bad Participant Behavior, Part 2

Breaking Bad Participant Behavior, Part 1

Roth 401(k) Basics

Tips for Next Year’s Plan Audit

Christian Stanley, CRPS®, AIF®

In this edition of our “Moments of (k)larity®” video series, Christian Stanley and Tom Rouse from CDM Retirement Consultants discuss tips and tricks to smooth out next year’s retirement plan audit along with additional requirements plan sponsors are responsible for as the plan year comes to a close.