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Tag Archives: retirement plan documents
What Plan Documents Should You Be Keeping?
By Jeff Chang Despite the insane popularity of Marie Kondo and her tidying methodology, when it comes to your agency’s retirement (and welfare) plan documents: more is better. But, not just more of the same thing — such as unexecuted … Continue reading
Posted in record-keeping
Tagged governmental plans, Plan Administrator, plan record retention, retirement plan documents, retirement plan records, retirement plans
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