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“Amazon 401k”

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116 Search Results

What Is Compliance Testing for 401(k)?

What Is Compliance Testing for 401(k)?

https://www.sofi.com/learn/content/401k-compliance-testing/

…annual 401k plan contribution limits. Highly Compensated Employees The IRS defines highly compensated employees for the purposes of ADP and ACP nondiscrimination tests. Someone is a highly compensated employee if…


Borrowing from Your 401(k) vs Getting a Personal Loan: Which Is Right for You?

Borrowing from Your 401(k) vs Getting a Personal Loan: Which Is Right for You?

https://www.sofi.com/learn/content/401k-loan-vs-personal-loan/

…the loan. It’s important to prioritize paying off the loan. Otherwise, you’ll get hit with potential fees and/or damage to your credit score. Long-Term Financial Impact Borrowing from a 401k


What Is 401(k) Plan Benchmarking?

What Is 401(k) Plan Benchmarking?

https://www.sofi.com/learn/content/401k-benchmarking/

…plan has investment, administrative, and transaction fees. Benchmarking 401k plan fees helps ensure total costs are reasonable. It can be useful to take an “all-in” approach when assessing plan fees….


How to Transfer Money From Your Credit Card to Your Bank Account

How to Transfer Money From Your Credit Card to Your Bank Account

https://www.sofi.com/learn/content/transfer-money-from-credit-card-to-bank-account/

…for retirement in a 401(k) account, it may be possible to borrow against it, provided your employer allows this type of program. With a 401k loan (also called a retirement…


Budgeting for Elderly Parents or Loved Ones

Budgeting for Elderly Parents or Loved Ones

https://www.sofi.com/learn/content/putting-elderly-family-on-a-budget/

…is a valuable step in terms of Some documents you may want to look for include: •  Bank statements •  Mortgage statements •  401K, IRA, stock certificates, or pension records •  Income tax records…


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