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I am a HR Director. Yes, he violated the policy, but show some humanity and reduce the discipline to a written warning. His inent was honorable.
Let him know what is expected in the future and go from there.
A good plan looks after those without much disposable income and matches not on contributions, but on W-2 income.
Also, a good plan contains a ROTH provision.
A good plan has at least 4 index funds (Large Blend, Midcap Blend, Smallcap index and aUS Bond Index,
A good plan has a written investment ...more
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