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Alternate Payee's Attorney Is Questioning Plan Asset Valuation
BenefitsLink Message BoardsLink to more items from this source
Apr. 6, 2021

"The alternate payee's attorney is questioning the valuation and wants a full accounting. It's a pooled profit sharing plan. The client is asking whether anything in the Internal Revenue Code or ERISA would prevent the disclosure of this information as it relates to other plan participants. I believe there is, but I can't find it. Any suggestions on how to handle this situation?"

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