Tag Archives: auto-enrollment

The Improper Use of Governmental “Pre-Approved” Plans

Posted on September 16, 2019 by Jeff Chang

By Jeff Chang There continues to be new, complicated problems arising from the improper completion and use of off-the-shelf governmental pre-approval plans. Generally, a pre-approved plan from the document provider is reviewed and pre-approved by the IRS for its general … Continue reading →

Posted in Plan Administration, Plan Qualification | Tagged auto-enrollment, governmental plans, opt-in, pre-approved governmental retirement plan, pre-approved retirement plan, VCP | Comments Off

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Tag Archives: auto-enrollment

The Improper Use of Governmental “Pre-Approved” Plans

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Tag Archives: auto-enrollment

The Improper Use of Governmental “Pre-Approved” Plans

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