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Ginny Gribble


The power of plan restatement

Many aging baby boomers can’t yet retire – the result of insufficient planning and saving. Employers, however, can help the next generation successfully retire by age 65 or earlier.  

Every five to six years, the government requires business owners to restate their retirement plans and adopt IRS’ new and modified rules. The plan restatement also provides employers with an opportunity to impact significantly the retirement readiness of their employees.

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