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Retirement plan regulations, especially those related to plan forfeitures, can be complex. Of course, you can be compliant through careful planning and execution, and Vanguard can help.
We’ve compiled some resources to help you assess whether your plan forfeiture policies meet regulatory standards:
- Our Guide for Assessment of Plan Forfeitures can help you gauge whether a plan's policies and procedures are compliant.
- Our commentary Avoiding Pitfalls in Retirement Plan Forfeitures can help you manage forfeitures, assess timing and approved uses, and weigh additional considerations for forfeiture-related events.
Please contact your Vanguard representative if you have questions about forfeitures or the current administration of your plan.
Notes:
- All investing is subject to risk, including the possible loss of the money you invest.
- For institutional use only. Not for distribution to retail investors.