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Has anyone found a really good write up of the quarterly benefit statement requirements for part. directed dc plans? The most I can find is a paragraph.

We're an unbundled provider trying to tackle the vesting disclosure requirements/investment blurb.

DOL just issued this today, but it didn't seem to answer my questions. I'm looking more for a "what does this mean for unbundled providers" type of context.

http://www.dol.gov/ebsa/regs/fab_2006-3.html

Austin Powers, CPA, QPA, ERPA

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