Optimatum
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Merger and Acquisitions and the Bad Apple Rule
Optimatum replied to SEM's topic in Retirement Plans in General
From an operational side, you can obtain elections from employees who wish to rollover and then bulk roll everyone over. Further you also may want to address any plan loans and if need be roll them over as well. However keep in mind the loans will need to be reamortized as they will probably miss a deduction or two.
