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Why You Really Don't Provide 'Plan Design' Services under Your Advisory Agreements
Phil Troyer via Business of Benefits [Opinion] Apr. 15, 2011 "In other words, if your advice would require changes to the plan's governing documents, it is likely a settlor expense that cannot be paid from plan assets. By contrast, if it relates to the implementation of the requirements set forth in those documents, then it is probably a proper plan expense." |
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