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DATAIR Knowledge Base
Article DKB00174 |
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Category:
Pension System/Windows
Date Added: 1/23/2006 Last Edited: 1/23/2006
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When do I use the Unique to this Plan box for investments?
Investments that are to be used for only one plan can have the Unique to this Plan box marked. Such investments would be mostly share price based like ESOP stock or other privately held investments. It would not be used with pooled investments.
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Article DKB00174