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Willow is working with her financial planner to update her retirement plan. She would like to understand more about when she will become vested and
Willow is working with her financial planner to update her retirement plan. She would like to understand more about when she will become vested and when and in what form benefits are paid. Which of the following is the best resource for Willow to verify this information?
The Summary Plan Description. | ||
The plans most recent Form 5500. | ||
The Summary Annual Report. | ||
The plans Determination Letter. |
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