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Let your providers do their job

jdi

If your financial advisor tells you that it’s time for the regularly scheduled meeting, don’t blow them off.

 

If your third party administrator (TPA) needs you to complete their census request, do it.

 

When your ERISA 3(16) administrator is in charge of signing off on distributions, let them.

 

If your ERISA attorney tells you that you have to make an application to a voluntary compliance program, do it.

 

The point is pretty simple: if you hire some good plan providers, let them do their job.

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