Definitions

401k
Eligibility
Contribution Limits
Roth Contribution
Matching
Fiduciary
Calculators
ADP (Actual Deferral Percentage)
ACP (Actual Contribution Percentage)
Employee
Eligibility
Profit-Sharing 
HCE (Highly Compensated Employee)
NHCE (Non Highly Compensate Employee)
Ownership
Vesting
Fiduciary
Partner
Genius Avenue
Mid Atlantic
GreyFox Wealth Advisors
TRPC
Plans
Profit-Sharing 
PEP (Pooled Employer Plan)
Eligibility
Regulation
Discrimination testing
Fiduciary
Retirement
Automatic enrollment
Non-elective
Safe Harbor
Discretionary plan

Fiduciary

Someone who has a legal obligation to act on your behalf and with your best interest in mind at all times. Peppermint and our partners take being a fiduciary very seriously.

Synonyms:

Custodian