Regional Vice President of Sales The Retirement Plan Company
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Compass
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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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Loan & Distribution Specialist AimPoint Pension
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AimPoint Pension
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Pre-Tax Rollovers to Roth IRAs
FIS Relius [Guidance Overview] Jan. 25, 2008 Excerpt: Beginning January 1, 2008, a plan participant may roll over directly from an 'eligible retirement plan' account to a Roth IRA, subject to the existing limitation on Roth IRA rollovers. An eligible retirement plan includes a qualified plan, a 403(b) plan, and a governmental 457(b) plan. This law change was part of the Pension Protection Act of 2006 ('PPA'). |
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