Annual Notice Requirement BullSh*t - A Marketing Gimmick
403b.substack.com
The following is an opinion piece, but based on actual events. "The IRS requires that we verify that every employee has attended a meeting to learn about their 403(b) plan, so you must fill out this form. We won't contact you unless you check the box that you want financial planning help"
Annual Notice Requirement BullSh*t - A Marketing Gimmick
Annual Notice Requirement BullSh*t - A…
Annual Notice Requirement BullSh*t - A Marketing Gimmick
The following is an opinion piece, but based on actual events. "The IRS requires that we verify that every employee has attended a meeting to learn about their 403(b) plan, so you must fill out this form. We won't contact you unless you check the box that you want financial planning help"