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Showing content with the highest reputation on 04/23/2023 in all forums
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PS with a last day of plan year and employed on determination date
Lucky32 and one other reacted to Peter Gulia for a topic
If you continue with this client, make and keep records of the written advice you provide. Your descriptions of the client’s behavior suggest the client might assert it did not receive, or did not understand, your advice.2 points
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