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Showing content with the highest reputation on 11/05/2015 in all forums

  1. You should put the money in the Qualified Default Investment Arrangement selected by the Plan Sponsor. If none, create one and notify all employees on an annual basis.
    2 points
  2. Bird

    One Person Office

    Suzanne Wynn/Erisafile does webinars; you can buy a package very inexpensively.
    2 points
  3. Bird

    Amending allocation groups

    Oh I see. Good language to have to clarify what happens if someone changes job classification. But if someone doesn't (change), then...? It's certainly not a typical condition such as hours worked or employment status. I guess I would say that I wouldn't tell the client "it's fine." I wouldn't tell them they couldn't either. I think I'd explain it as best I could and point out the risks and let them decide. But I think I would recommend against it...
    1 point
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