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Content provided by Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®, Miguel Gonzalez, and MBA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®, Miguel Gonzalez, and MBA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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A YEAR-END CHECKLIST FOR 401k PLANS

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Manage episode 350409642 series 2792960
Content provided by Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®, Miguel Gonzalez, and MBA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®, Miguel Gonzalez, and MBA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this audio podcast episode, Miguel Gonzalez has compiled a year-end checklist for traditional and safe harbor 401k plans.

Welcome to Cortburg Speaks Retirement Podcast
with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®
CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAST
FOLLOW US ON:

  continue reading

185 episodes

Artwork
iconShare
 
Manage episode 350409642 series 2792960
Content provided by Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®, Miguel Gonzalez, and MBA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®, Miguel Gonzalez, and MBA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this audio podcast episode, Miguel Gonzalez has compiled a year-end checklist for traditional and safe harbor 401k plans.

Welcome to Cortburg Speaks Retirement Podcast
with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®
CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAST
FOLLOW US ON:

  continue reading

185 episodes

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