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What types of questions should be directed to the plan’s investment advisor(s) rather than FACTS?

April 26, 2017advisor directed facts Investment Plan types

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What types of questions should be directed to the plan’s investment advisor(s) rather than FACTS?

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Your investment advisor(s) should be contacted for questions regarding statements from the investment company and management of the funds held by the plan. FACTS should be contacted for administrative questions. Some examples of administrative issues are governmental or ERISA guidelines, loan and hardship issues, withdraw procedures, and document issues. 2.