Hello all:
Does anyone have an updated Section 402(f) Notice available in WORD rather than pdf format? I have been unable to cut and paste from ASPPA's 4/12/07 updated notice.
Also, is anyone modifying the model notice to address the possibility of direct rollovers from a plan to a ROTH IRA, effective in 2008?
Thanks for your comments.
Dave Peckham davesbpc@yahoo.com