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Distributions Processor - Qualified Retirement Plans

Anchor 3(16) Fiduciary Solutions, LLC
(Remote / Wexford PA)

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Defined Benefit Specialist II or III

Nova 401(k) Associates
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Senior Plan Administrator

Merkley Retirement Consultants
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Regional Sales Consultant

The Pension Source
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Census Coordinator

BPAS
(Utica NY / Hybrid)

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Plan Administrator

DWC ERISA Consultants LLC
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Plan Installation Manager

July Business Services
(Remote / Waco TX)

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Implementation Specialist

Nova 401(k) Associates
(Remote)

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Retirement Plan Administrator

Compensation Strategies Group, Ltd.
(Remote)

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Client Service Specialist

EPIC RPS
(Remote / Norwich NY)

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Retirement Combo Plan Administrator

Heritage Pension Advisors, Inc.
(Remote / Commack NY)

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Omni Operator

BPAS
(Utica NY)

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Partial Rollover from Plan Doesn't Preclude NUA Treatment on Stock That's Not Rolled Over (PDF)
Internal Revenue Service [IRS] Link to more items from this source
[Official Guidance]
Oct. 29, 2002
5 pages; PLR 200242052 (July 30, 2002). Excerpt: Neither the Code nor Income Tax Regulations promulgated thereunder, preclude a distribution from being treated as a lump sum distribution under Code section 402(e)(4)(D) for purposes of Code section 402(e)(4)(B) even if a portion of the distribution is rolled over into the Trust attached to another qualified plan.

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