Not only did I jump the gun on Towel Day,
I forgot to wish everyone a happy Star Wars Day yesterday. Sorry.
So, a belated ...
"May the 4th" (be with you).
The document does have such a provision. Of course this is a takeover in 2013 and the client would have to justify the age 55 NRA, but that's another issue.
He is of course unhappy because he SAYS that he wants his funds safer - but he is the once who chooses the investments in the plan!