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Fees charged to terminated participants


LCARUSI

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Posted

There is an excellent thread on this subject "treatment of former employees" in the 401(k) Board. It was started by Charlie Stevens on April 19, 1999.

(Use the search feature to get to it.)

Guest Barry
Posted

Thanks for the information, LCARUSI. Evidently, this is indeed one of the many "gray" areas of administering retirement plans.

Guest Barry
Posted

Can a Plan Sponsor "pass on the expense" of recordkeeping fees to terminated participants while reimbursing only for "active" participants?

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