austin3515 Posted May 30, 2021 Report Share Posted May 30, 2021 Can someone please explain to me when/if a client needs to provide participants with a copy of a loan program. Is it solely upon request? Relius's 401k documents seem to include all relevant provisions in the SPD BUT for some reason the 403b document does not. Just curious what the rules are concerning this stuff. Austin Powers, CPA, QPA, ERPA Link to comment Share on other sites More sharing options...
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