A YEAR-END CHECKLIST FOR 401k PLANS
Manage episode 350409642 series 2792960
By Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®, Miguel Gonzalez, and MBA. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.
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®
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