Solo-k Plans: The devil is in the details

There are a plethora (of piñatas and) Solo-k retirement plans in this nation. I find that about 50% of the time Solo-k’s I come in contact with are run beyond the boundaries of IRS regulations. That’s a nice way of saying they have issues.

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Revenue Sharing for TPA’s

What Everyone Should Know: Revenue Sharing From an Insider’s Perspective

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Retirement Plans

Control Groups and Retirement Plans

Discusses control groups from a layman’s perspective.

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