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Posted

Hello -

Does anyone have a copy of an Administrative Policy that they can share with me? I was instructed that I need one for our retirement plan.

Thanks.

Posted

Do you mean Investment Policy? Don't know what you mean by Administrative Policy, seems to me it is the plan document that instructs you on how the plan is administered. There are various admin policies that we have that cover the processing of loans and QDROs.

JanetM CPA, MBA

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