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Take It or Leave It
Nevin E. Adams via PenChecks Link to more items from this source
[Opinion]
Apr. 16, 2024

"A well-executed rollover can tip the balance toward financial security.... Today the 'easy' path for participants is to simply take the money -- net of taxes and penalties -- and run. But that puts millions of participants and their retirements at risk. The challenge for the industry today is to develop secure, prudent pathways that make it easy for participants to do what's best for their long-term retirement security -- and the nation's."  MORE >>

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