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Participants Not on File


Guest mporterst

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Guest mporterst

Hello -

We administer several 403(b) Plans and we do not always receive enrollment forms in a timely manner. As a result, it's very common that someone contributing for the first time will error out of our recordkeeping system. I am wondering how other companies handle this issue. Could we request that the Plan Administrator not send us the funds for those who we have not enrolled?

Thanks!

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