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Financial Institution Insists on Determination Letter Before Accepting Rollover to IRA from 401(k) Plan
BenefitsLink Message BoardsLink to more items from this source
June 15, 2021

"Large financial institution demands that I send them the Determination Letter for a plan that has less than 10 participants in order to roll over money to an IRA on behalf of a former employee. These plans are small and do not have their own Determination Letters with their name on it. The financial institution says that's not good enough. Solutions?"

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