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Mergers & Acquisition Specialist Compass
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Anchor 3(16) Fiduciary Solutions
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DC Retirement Plan Administrator Michigan Pension & Actuarial Services, LLC
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Compass
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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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Retirement Plan Consultants
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Retirement Plan Administration Consultant Blue Ridge Associates
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Strongpoint Partners
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ESOP Administration Consultant Blue Ridge Associates
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July Business Services
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Regional Vice President, Sales MAP Retirement USA LLC
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Managing Director - Operations, Benefits Daybright Financial
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Combo Retirement Plan Administrator Strongpoint Partners
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| 1. |
Lord Abbott
Oct. 13, 2022
"Here are tips for avoiding taxes and penalties when dividing 401(k) and IRA assets in a divorce."
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| 2. |
Lord Abbott
Sept. 6, 2022
"The five-year clock does not restart for each Roth contribution or new account owned. Instead, all an individual's Roth IRAs are aggregated, allowing for an owner to roll over or transfer their Roth IRA to a new IRA custodian without restarting the five-year requirement. The only exception to this rule applies to inherited Roth IRAs or Roth 401(k)s."
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| 3. |
Lord Abbott
June 17, 2022
"401(k) plans are permitted to allow incoming rollovers of pre-tax assets only. Roth IRA or after-tax (nondeductible) funds cannot be rolled over into a 401(k) or any other employer-sponsored retirement plan."
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