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Overview of Plan Year 2020 Registration and Training for Agents and Brokers & Resources to Master the Marketplace July 2019Disclaimer The information provided in this presentation is intended only

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What is overview of plan year?

The overview of plan year is a summary of the financial and operational activities of a specific period for a particular plan.

Who is required to file overview of plan year?

Employers or plan administrators are typically required to file the overview of plan year.

How to fill out overview of plan year?

The overview of plan year can be filled out online or submitted through a designated platform provided by the relevant authorities.

What is the purpose of overview of plan year?

The purpose of the overview of plan year is to provide transparency and accountability regarding the management of a particular plan.

What information must be reported on overview of plan year?

The overview of plan year typically includes financial statements, operational data, and any significant events or changes affecting the plan.

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