This is a question for TPAs, regarding the Automatic Rollover rules.
By
Guest sarnold
in Distributions and Loans, Other than QDROs
Do you currently have a solution? If so, what is it?
24 members have voted
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1. Do you currently have a solution? If so, what is it?
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a.)Yes, current platform/custodian is handling them.0
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b.)Yes, we have contracted a Third Party.1
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c.)No, we are amending involuntary distributions down to $1,000.7
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d.)Still waiting for help.4
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e.)Do not know what we are doing, help me.2
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f.)Other, see my reply below.0
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