![[Retirement] 12, Top-Heavy Plans](https://artwork.captivate.fm/abe4183a-4dfa-4a03-97da-92d15c5d473d/_bZUi6Yzjq6h3zQu_ZsaQB5Y.jpeg)
Season 3 · Episode 12
[Retirement] 12, Top-Heavy Plans
Open Exam Prep · Ran Chen, EA, CFP®
December 29, 20243m 56s
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Show Notes
Require additional contributions for non-key employees if key employees hold more than 60% of plan assets. --
The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this podcast to document my study notes, and I hope you find them helpful in your own preparation.
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