TPAnnie Posted August 27, 2012 Posted August 27, 2012 I work for a TPA. The fund company prepared our client's 404(a)(5) notices and sent them out to the participants before we had a chance to add the addendum with our fees (just distribution, loan, qdro fees). Can I mail our fee schedule separately, or must I resent the entire package again w/our information?
Guest roseH3251 Posted August 28, 2012 Posted August 28, 2012 From what I understand you can send out the fee schedule, but as I am not 100% I think it is safer to just go ahead and send it all with an explanation of why you are doing the remailing.
Recommended Posts
Create an account or sign in to comment
You need to be a member in order to leave a comment
Create an account
Sign up for a new account in our community. It's easy!
Register a new accountSign in
Already have an account? Sign in here.
Sign In Now