Nicholas Pension Consultants
Nova 401(k) Associates
Compensation Strategies Group, Ltd.
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|Changing TPAs, Need New Plan Document. Pay Cost from Plan?|
BenefitsLink Message Boards
Nov. 10, 2021
"Plan is moving TPAs. Old TPA (obviously) will not continue to support their plan document. When the plan is restated to the new TPA's document, can that expense be passed on to the trust? Either forfeiture or participant accounts?"
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