Qualified Plans

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1 Types

October 6, 2023 5 min read Definitions

Percentage Test (Pensions): Ensuring Fair Distribution in Qualified Plans

Finance Human Resources Retirement Planning Percentage Test Pensions Qualified Plans Employee Benefits Regulatory Compliance

Learn about the Percentage Test in pensions. It establishes if a qualified plan benefits 70% of employees on the lower end of the pay scale. Understand its importance in ensuring fair pension distribution.

October 5, 2023 4 min read Definitions

Rollover Contribution (Pensions): Understanding Tax-Free Transfers Between Qualified Plans

Finance Retirement Planning Taxation Rollover Contributions Pensions Qualified Plans Tax-Deferral Retirement Savings

Learn about rollover contributions in pensions, a tax-free strategy to move funds from one qualified plan to another. Discover how to maintain tax advantages by rolling over your pension money.