Fringe Benefit Group
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Retirement Solutions Specialists
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New York City District Council of Carpenters Benefit Funds
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Defined Contribution Account Manager Nova 401(k) Associates
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Defined Contributions Compliance Consultant Loren D. Stark Company (LDSCO)
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Pollard & Associates
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Great Lakes Pension Associates, Inc.
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Senior Specialist 401k Recordkeeping T Bank N.A.
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Defined Benefit Consultant/Enrolled Actuary Pension Plan Specialists, PC
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Greenline Wealth Management
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TPA Retirement Plan Consultant EPIC RPS (TPA/DPS)
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Retirement Planners and Administrators (RPA)
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CRS Report: Lump-Sum Distributions and Retirement Income (PDF)
Congressional Research Service [CRS] July 3, 2003
26 pages. "Lump-sum distributions can result in leakage of retirement assets if the recipient uses some of the distribution for current consumption rather than rolling over the full amount into another retirement plan. To discourage such leakage, Congress has amended the Internal Revenue Code to provide incentives for individuals to roll over these distributions into other retirement plans." [Report RL30496, updated Jun. 30, 2003]
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