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Showing content with the highest reputation on 05/01/2014 in all forums
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Form 5500 SF- Line 8f
Bill Presson reacted to Bird for a topic
For that line, we use whatever fees show directly on a statement, be it flat fees or some kind of advisory fee that is taken from the account. If they are incorporated in mutual fund fees and don't show on a statement, we don't show them.1 point
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