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Hilldrup.com
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LucidHealth
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Employee Fiduciary LLC
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PPS Pension Services
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The Pension Design Group
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3(16) Plan Customer Liaison, Enrollments

Compass
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Senior Retirement Plan Administrator

Daybright Financial
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DWC (The 401k Experts)
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Senior 401k Plan Administrator

FMI Retirement Services
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Retirement Plan Sales Consultant

Leading Retirement Solutions
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Actuary Analyst

ERISA Services Inc.
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Retirement Plan Forfeitures Under Fire

Multnomah Group

Aug. 1, 2025
On-Demand
Webinar

Plaintiffs in the Aldi retirement plan case are now challenging not just the use of forfeitures to offset employer contributions, but also whether those forfeitures are being used in a timely manner. With the Department of Labor backing plan sponsors in principle, this new angle raises important questions about how unallocated dollars are managed year over year. 

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