Published Jan 01 2020
9 min read
Difference between 3(16), 3(38), 3(21) fiduciary
By Wendy Baker, J.D.
Wendy Baker, J.D.
Senior Legal Counsel at Human Interest
Wendy Baker is Associate General Counsel at Human Interest, bringing over 25 years of experience exclusively in the ERISA space, spanning defined contribution plan recordkeeping and administration. She has a J.D. from Case Western Reserve University and is a member of the North Carolina and Ohio Bars, the American Bar Association, and industry groups.
Published May 19 2022
13 min read
The basics of 401(k) plan eligibility
By Wendy Baker, J.D.
Published May 19 2021
12 min read
What happens to 401(k) plans in mergers & acquisitions?
By Wendy Baker, J.D.
Published Aug 12 2022
16 min read
ADP and ACP nondiscrimination testing for 401(k) plans
By Wendy Baker, J.D.
Published Mar 14 2022
17 min read
What are the differences between SIMPLE 401(k), SIMPLE IRA, and traditional 401(k) plans?
By Wendy Baker, J.D.
Published Apr 22 2022
8 min read
How to calculate a QNEC (qualified non-elective contribution)
By Wendy Baker, J.D.
