lost participants
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Locating Missing Plan Participants
- April 9, 2019
- Posted by: Jeff Atwell
- Category: Financial Plan, Resources
No CommentsNot documenting and attempting to follow the guidelines for the distribution of the following notices and disclosures can create an operational and fiduciary breach of duty by the named plan administrator, the plan sponsor.
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Mitchell Reiner, CFP®, CIMA®
Capital Investment Advisors