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Christine Oliver

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Everything posted by Christine Oliver

  1. What if OE materials are only provided electronically with no consent by employees to receive electronically? Doesn't this fail the health and welfare ERISA disclosure requirements?
  2. What if the participant repays (Gross less SS and Medicare) the overpayment in the following plan year/calendar year? Does that require a manual adjustment to the prior year's deferrals via a 1099R, match, and employer non elective contributions
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