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IRS Inbound Rollover Guidance May Both Help and Hinder
Todd Berghuis for Ascensus 
May 2, 2014
"In the IRS's own words the agency states that 'These procedures are generally sufficient.' Are they not always sufficient? Are they a new minimum standard? How much latitude and judgment do plan administrators now have in determining rollover eligibility? The unintended consequence may be more uncertainty, rather than less."
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