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Chapter 11: Exercise Caution When Using a Pre-approved “Governmental” Retirement Plan

Chapter 11: Exercise Caution When Using a Pre-approved “Governmental” Retirement Plan

by Jeff Chang | Sep 18, 2013 | Governmental Benefits, PEPRA

In the governmental non-ERISA marketplace, there are a number of investment providers and plan recordkeepers that offer and provide retirement plan documents for use by governmental employers that have been “pre-approved” by the IRS. Typically, these plans...

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