Financial professional

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Individual investor

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You invest on behalf of institutions

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Have a client-specific challenge you’re struggling to solve? Submit your question below, or for immediate help, contact your wholesaler to speak directly with an ERISA specialist.1

Please do not include personal information such as account numbers, Social Security numbers or taxpayer identification numbers in your email.

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Disclosures

1 The Resource Desk is staffed by the Retirement Learning Center, LLC, a third-party industry consultant that is not affiliated with Columbia Threadneedle Investments. Any information provided is for informational purposes only. Please consult a tax advisor or attorney for specific tax or legal needs.

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