Guest expertnovice Posted May 30, 2007 Posted May 30, 2007 Received a declaration of trust for a plan, which is switching collective investment fund providers. Seems as though all of the big issues (mapping, notices, general fiduciary concerns, PT issues, etc.) would have been worked out by now. So, what's left to review about this document. It seems like a form document used by multiple fund providers. What am I missing?
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