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401(k) Election Form 404(c) Compliance


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Guest fatcatsplat
Posted

Hi,

Is it 404© compliant to contain opinionated information such as classification of a mutual fund manager on the election form?

Here's an example:

Janus Orion (JORNX) is classified as "Aggressive Growth". What are the limits that "aggressive growth" can be construed as information that might influence a participant's investment decisions?

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