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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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Many retirement plans are written using Internal Revenue Service (IRS) preapproved documents, known as master and prototype or volume submitter plans.
A note to plan sponsor in regards to the CARES Act