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Tag Archives: auto-enrollment
The Improper Use of Governmental “Pre-Approved” Plans
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 Governmental plans, Plan Administration, Plan Qualification, Pre-Approved
Tagged auto-enrollment, opt-in, VCP
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