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Knowledge Base
Compliance
Regulatory & Legislature
CARES Act
Design
Plan Documents
Safe Harbor
Installation
Plan Feature Comparisons
Compliance
Non-Discrimination
Plan Documents
SECURE Long-Term Part-Time
Form 5500 Filing & Reporting
Communications
Plan Distributions
Educational Videos
Compliance
Compliant? Absolutely! Learn more on IRS and DOL Compliance matters, responsibilities, impacts, and - our favorite - "operational compliance."
Non-Discrimination
What's Non-Discrimination Testing?
Plan Documents
What Is The Post-PPA (Cycle 3) Plan Document Restatement?
SECURE Long-Term Part-Time
SECURE 2.0 Long-Term Part-Time (LTPT) Employee Rules
Q&A | Long-Term Part-Time Employees
