AimPoint Pension
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Regional Vice President of Sales The Retirement Plan Company
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Bates & Company, Inc.
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Compass
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Loan & Distribution Specialist AimPoint Pension
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IRS Comes Through with Guidance on In-Plan Roth Rollovers
Fox Rothschild LLP [Guidance Overview] Dec. 1, 2010 Excerpt: The Notice, issued in question and answer form, makes it clear any vested amount held in a plan account for a plan participant, whether attributable to elective deferrals, employer contributions or earnings (other than amounts held in a designated Roth account), is eligible for Roth rollover within the same plan, provided the disbursement is an 'eligible rollover distribution.' |
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