Definitions

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

GreyFox Wealth Advisors

Our investment partner who oversee and manage all peppermint investor’s funds. They also review plans and make sure that our clients have the best solution for their needs.

Synonyms:

Investor