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Retirement Combo Plan Administrator Heritage Pension Advisors, Inc.
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New Disclosure Rules for Retirement Plan Fiduciaries
Ballard Spahr LLP 
[Guidance Overview] July 18, 2011 The new obligations demand that the following steps be taken: Provide training to plan fiduciaries, including investment committees, on new fiduciary obligations; Contact plan service providers about information to be provided; Update recordkeeping and communication systems to satisfy the quarterly disclosure requirements; Review and evaluate information disclosures; Make and carry out fiduciary decisions. MORE >> |
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