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Take a Closer Look at Your 401(a) and 457(b) Plans When You Change Providers
Best Best & Krieger LLPLink to more items from this source
Aug. 5, 2021

"It's a mistake to assume that the migration from one recordkeeper to another would necessarily build-in a thorough document compliance review. In practice, this seldom happens. However, the required adoption of a 'new' plan document provided by the new recordkeeper provides you with a perfect opportunity to stop and check whether the terms, features, and operation of your plan are appropriate, compliant and current."

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