Title

401(k) Design: Contribution Formula, Plan Eligibility, and Vesting Choices.

Authors

Tacchino, Kenn Beam

Abstract

Designing a 401(k) plan is a complex and arduous task. There are a variety of choices that must be considered. An examination of some of the design possibilities presented in the adoption agreement will enable the financial planner to provide better service to their clients who sponsor 401(k) plans.

Subjects

FINANCIAL planners; DESIGN

Publication

Journal of Financial Service Professionals, 2019, Vol 73, Issue 5, p6

ISSN

1537-1816

Publication type

Academic Journal