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Annual Notice for Auto Enrollees


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Guest Jose Rosario
Posted

My reading of Rev Rulings 98-30 and 2000-8

is that , notwithstanding the annual notices distributed

by the plans in the fact patterns, the IRS (as reflected in the LAW and Analysis part of the rulings) only requires "a notice," i.e., the

initial notice to the participant prior to the initiation of payroll

deductions.

Does anyone agree or disagree? Is there any more recent guidance?

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