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July Business Services
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Anchor 3(16) Fiduciary Solutions
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MAP Retirement
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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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Hall Benefits Law in Bloomberg Tax
Oct. 31, 2025
"401(k) forfeitures are no longer a technical detail; they are a litigation flashpoint. Employers that ignore the issue risk costly lawsuits, negative press, and employee mistrust. The best defense is a proactive one: clear plan terms, documented fiduciary process, transparent communications, and timely application of forfeitures."
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