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Optimizing 401(k) Plan Administration: Q4 Newsletter

Optimizing 401(k) Plan Administration: Q4 Newsletter

| November 13, 2023

Stay informed about the latest updates and responsibilities regarding your 401(k) plan. Our latest newsletter is curated to provide valuable insights on end-of-year administrative tasks, plan headaches to avoid and tax strategies for business owners.

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J. Timothy Corle, CPC, CPFA, CFP®

Tycor Benefit Administrators, Inc.

850 Cassatt Road, Suite 310

Berwyn, PA 19312

www.tycorbenefit.com

610-251-0670

timc@tycorbenefit.com

Securities may be offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services may be offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS.   Kestra IS and Kestra AS are not affiliated with Tycor Benefit Administrators, Inc. or any entity referenced herein.  Click here to view Form CRS 

This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.

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