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The portfolio is fully web-based software that streamlines time-consuming tasks for the employee benefits professional.

Populate Default Data into Plan Checklists Using's Documents Software's ZZZ Default Feature.

It is important for all areas to put an up to date plan in place to positively guide development decisions.

National planning policy sets clear expectations as to how a Local Plan must be developed in order to be justified, effective, consistent with national policy and positively prepared to deliver sustainable development that meets local needs and national priorities.

Pre-approved plan documents (also referred to as prototype and volume submitter) will be required to be restated every six years.

For employers sponsoring individually designed plans who have a 1 or 6 as the last digit of their EIN, plan amendments and IRS submissions are due by January 31, 2007.

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Local Plans should be tailored to the needs of each area in terms of their strategy and the policies required.

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