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Oct 31, 2008 2:20 pm

frumhere

Joined: 2005-02-22Offline

When servicing plans, does anyone have a process that they have used that has been successful in servicing plans?

Oct 31, 2008 5:15 pm

B24

Joined: 2008-07-08Offline

Annual enrollment for new people.  Includes some education for all and Q&A.

6 month education and Q&A for all. quarterly call to plan trustee to review any issues/questions/annual review, etc.