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Mitigating Forfeiture Litigation Risk
Moss Adams LLP
Apr. 20, 2025 "To mitigate risks and enhance clarity, plan sponsors should consider adopting a written policy that specifies the order in which forfeitures can be used if that order is not specified in the plan document or adoption agreement, and the timing in which they will be used. By establishing this policy, sponsors can provide a clear framework for the management of forfeitures, helping all parties involved to understand how these funds will be allocated." MORE >> |
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