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Content provided by Lipscomb and Pitts Insurance, Pitts Insurance, and Sarah Gillespie | Producer: Andrew Bartolotta. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Lipscomb and Pitts Insurance, Pitts Insurance, and Sarah Gillespie | Producer: Andrew Bartolotta or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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Carrier Premium Credits during COVID-19

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Manage episode 262483379 series 1411450
Content provided by Lipscomb and Pitts Insurance, Pitts Insurance, and Sarah Gillespie | Producer: Andrew Bartolotta. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Lipscomb and Pitts Insurance, Pitts Insurance, and Sarah Gillespie | Producer: Andrew Bartolotta or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

While this cost reduction is certainly a positive gesture, to the extent that the refund or credit is considered a plan asset, it must be used in accordance with ERISA and fiduciary obligations. Listen to learn more about determining whether your credit is a plan asset, and your options from there.

  continue reading

84 episodes

Artwork
iconShare
 
Manage episode 262483379 series 1411450
Content provided by Lipscomb and Pitts Insurance, Pitts Insurance, and Sarah Gillespie | Producer: Andrew Bartolotta. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Lipscomb and Pitts Insurance, Pitts Insurance, and Sarah Gillespie | Producer: Andrew Bartolotta or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

While this cost reduction is certainly a positive gesture, to the extent that the refund or credit is considered a plan asset, it must be used in accordance with ERISA and fiduciary obligations. Listen to learn more about determining whether your credit is a plan asset, and your options from there.

  continue reading

84 episodes

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