MR Posted May 3, 2004 Posted May 3, 2004 i have a client who currently pays the investment fees (annuity wrap) for all participants in his plan. now, he wants to pay only for current employees, not former ones. i thought i saw some kind of write-up recently that addressed this, but i can't come up with it. any thoughts?
Belgarath Posted May 3, 2004 Posted May 3, 2004 See DOL Field Assistance Bulletin 2003-3, and IRS Revenue Ruling 2004-10.
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