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This information was developed as a general guide to educate plan sponsors, but is not intended as authoritative guidance, tax or legal advice. Each plan has unique requirements, and your should consult your attorney or tax advisor for guidance on your specific situation. In no way does the advisor assure that by using the information provided, plan sponsor will be in compliance with ERISA regulations.
Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA / SIPC.
The LPL Financial registered representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, ID, KS, MA, MS, MI, MN, MT, MO, NC, NY, ND, NM, NV, OH, OK, OR , PA, SC, SD, TN, TX, WA, WI, VA.
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