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Retirement Topics - Notices | Internal Revenue Service
Aug 30, 2022 Notice when excess pension plan assets are to be transferred. An employer sponsoring a defined benefit plan may transfer excess pension assets
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Staff Responses to Questions about Regulation S-P - SEC.gov
Aug 8, 2003 Regulation S-P does not permit financial institutions to household opt out notices. An opt out notice must provide a reasonable means for the
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Reporting and Disclosure Guide for Employee Benefit Plans
Basic information about the status and financial condition of the defined benefit pension plan, including the plans funding percentage; assets and liabilities;.
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