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Establishing a new 401(k) plan or migrating to a new 401(k) provider is a complex process involving multiple stakeholders.

United statesTrained professionals as trusteesCompensation committee from liabilityPlan compensationPlan loansAnnuity paymentsAutomatically rollSmall balancesAppoint trained professionalsInvestment advisorsOperational burdensIndependent auditorNondiscrimination testingBenefit amountsTop heavy testRegarding alternative retirement plans