AimPoint Pension
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Compass
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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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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Text of IRS Notice 2009-68: Safe Harbor Participant Notices for Eligible Rollover Distributions (PDF)
Internal Revenue Service [IRS] [Official Guidance] Sept. 8, 2009
25 pages. Excerpt: This notice contains two safe harbor explanations that may be provided to recipients of eligible rollover distributions from an employer plan in order to satisfy section 402(f) .... The first safe harbor explanation applies to a distribution not from a designated Roth account .... The second safe harbor explanation applies to a distribution from a designated Roth account. These safe harbor explanations update the safe harbor explanations that were published in Notice 2002-3, 2002- 1 C.B. 289, to reflect changes in the law. These safe harbor explanations also reorganize and simplify the presentation of the information.
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