Compass
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Regional Vice President of Sales The Retirement Plan Company
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Loan & Distribution Specialist AimPoint Pension
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Bates & Company, Inc.
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Automatic Rollover Requirements for Qualified, 403(b), Government 457(b), and Church Plans (PDF)
von Briesen & Roper, s.c. Feb. 25, 2005
2 pages. Excerpt: The IRS and the Department of Labor have both issued guidance concerning the automatic rollover requirements. The key points of that guidance are summarized [in the target document].
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