Articles by Stephanie L. B. Terry
CPA, QPA, QKA®
Partner
Pinnacle Plan Design, LLC
Stephanie L. B. Terry is a partner of the firm and leads Pinnacle’s expert 401(k)/403(b) administration team. She has 26 years of industry experience, with a special emphasis on plan operations, consulting on complex new business opportunities, compliance, and reporting.
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SECURE 2.0: Which provisions went into effect in 2024?
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