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Types of Employer Allocations

Date: February 10, 2026
Start Time: 12:00 PM

Designing employer contributions requires more than choosing a match formula. In this session, we’ll break down how matching, profit sharing, and safe harbor contributions function within a qualified retirement plan, along with the rules and limits plan sponsors need to follow. We’ll also discuss strategic considerations around allocation, flexibility, and compliance – and how employer contributions can support both plan goals and employee retirement readiness.

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