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Posted

A company I work with recently received an e-mail from another firm stating that the IRS had announced it's plans to send a questionaire to a cross-section of retirement plan sponsors in March 2010. The purpose of the questionnaire is to guage the level of compliance and determine which compliance issues need to be addressed. I can't seem to find this announcement anywhere. Can someone point me in the right direction? Thanks in advance for you help.

PAL

Posted

Thanks. Yes - I had seen the reference in the "Critical Priorities…With Monika Templeman Today’s Discussion: Priorities for the Upcoming Year" but couldn't find anything else on it such as a sample of the questionnaire or support for the March rollout. I thought maybe I had missed something else that was published.

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