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The DOL discusses questions associated with the conflict of interest rule. Learn More >
Indirect fees calculated on plan assets and paid to service providers as revenue sharing must be monitored and understood by plan fiduciaries. Learn More >
Read the service provider 3(16) contract closely to see if you are really getting enhanced service and reduced liability for the expense. Learn More >
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Plan Administrators need to know how to read and understand key questions on the annual Form 5500.
After weighing all the advantages and disadvantages, and further discussing it with their advisors, many employers decide not to allow loans for several reasons.