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Master and Prototype Plan Sponsors - Responsibilities and Tips - Tip #4

4. Track the return of executed documents

Tip

Potential Concerns

Track the return of executed documents

  • Adopting employer says they never received the interim or discretionary amendments
  • Adopting employer can’t locate their documents

Track the return of executed documents. If you don’t receive the documents back from the employer by the due date, follow up with the employer.

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Page Last Reviewed or Updated: 13-Mar-2014