EPCRSGuru Posted August 13, 2012 Share Posted August 13, 2012 We are a large company with several mutual fund vendors who offer financial advice to participants in our plan. The intent is to comply with the final regs under 408(g). Does anyone have any thoughts about whether investment advice, if available, must be communicated to all participants, or whether it can be limited to active participants or those who meet certain account balance thresholds? Link to comment Share on other sites More sharing options...
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