[Retirement] 12, Top-Heavy Plans

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. -- More Exam Prep Content Visit: https://open-exam-prep.com/ 📖 Recommended Study Materials: • CFP Study Guide 2025-2026 (1650+ Questions + 10 Practice Tests): https://www.amazon.com/dp/B0FBLDWZPM?tag=openexamprep-20 • CFP Study Guide 2025-2026 (1500+ Questions + 10 Full Exams): https://www.amazon.com/dp/B0G59GC2DX?tag=openexamprep-20 • CFP Study Guide 2025-2026 (900 Questions, All-in-One): https://www.amazon.com/dp/B0FZVVGXSS?tag=openexamprep-20 Some links above are affiliate links. As an Amazon Associate, I earn from qualifying purchases at no extra cost to you.