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Golden Girl
I am confused. Each participant gets quarterly statements but vesting is not shown on the statement.
Annually, we (TPA) prepare a vested balance statement showing vesting.
In late 2006, the multiple source notice was sent to EES advising them of this.
How often and when does this "multiple source notice" need to be provided.
Is it quarterly? 45 days after quarter?
Help!

J Simmons
My understanding is 45 days after each calendar quarter ends.
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