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14Jan

Bad advice can create bad IRS and DOL assumptions

Ary Rosenbaum | | Return|
A financial advisor called me and asked me if there was a problem that an insurance policy paid by a 401(k) plan had the policy in the name of the participant. Considering it was a plan asset, I thought so. If the participant is a plan fiduciary, a...
By: Ary Rosenbaum
Source Url: https://www.jdsupra.com/legalnews/bad-advice-can-create-bad-irs-and-dol-21862/

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