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Multiemployer Review: Implementing a participant loan provision in a Taft-Hartley Defined Contribution Plan: What to consider10 September 2018 - By John Donohue and Jinnie Olson - Article

Plan sponsors should ensure that participant loan provisions in a Taft-Hartley Defined Contribution retirement plan be thoroughly vetted and in compliance.

Multiemployer Review: Taking the Taft-Hartley defined contribution plan to the next level21 November 2016 - By John Donohue - Article

This paper explains the merits of moving the defined contribution plan from a balance forward, periodic-valued, trustee-directed plan to a daily-valued, self-directed plan that participants can view and monitor every day in order to make more informed decisions about their retirement.


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