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Retirement Notices: Requirements and Practical Applications
Date
May 15, 2014
The session will review the major notice requirements (materials to provide an exhaustive list) and their requirements - including delivery time. Further we will discuss the variety of delivery mediums and practical issues associated with delivery. The electronic delivery will be discussed in additional detail along with a comparison of the IRS and DOL requirements for electronic delivery.
Speaker
Senior Vice President, Argent Financial Group, Inc
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