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Allocation of Costs to Specific Plan Asset


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Posted

Client wants to use gain from transfer of stable value account to fund account for plan expenses. The stable value fund is only one of a number of plan investment options. To me this does not pass the smell test because one asset is disporptionately burdend with plan expenses, but I am looking for some authority to back me up. Does anybody know if the Department of Labor or the courts have addressed this issue?

Posted

DOL Field Assistance Bulletin 2003-3 is helpful

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