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Updated Section 402(f) Notice


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Guest Dave Peckham
Posted

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

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