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Article Index » employee benefits » rollover distributions
Report Link New Rollover Rules Effective March 28, 2005 Require Action by Employers (pdf).
Jackson Lewis LLP - March 22, 2005
A change in the law governing tax-qualified retirement plans requires that a plan automatically rollover certain mandatory benefit distributions.
Report Link March 28, 2005 Compliance Date For Automatic Rollover Requirement (pdf).
Watkins Ludlam Winter & Stennis, P.A. - March 15, 2005
As of March 28, 2005, the new automatic rollover requirement becomes effective with regard to certain mandatory distributions made from a qualified retirement plan.
Report Link Recently Issued Guidance on the Automatic Rollover of Mandatory Qualified Retirement Plan Distributions: Action Required Prior to March 28, 2005.
Littler Mendelson, P.C. - February 24, 2005
The Department of Labor recently issued final “safe harbor” regulations relating to the automatic rollover of certain mandatory distributions from qualified retirement plans that contain a “cash out” feature.
Report Link Automatic Rollover of Mandatory Distributions (pdf).
Vedder Price - February 17, 2005
On March 28, 2005, eligible rollover distributions in excess of $1,000 but not more than $5,000 are subject to the automatic rollover requirements.
Report Link Mandatory Rollovers Locating Missing Participants (pdf).
Vedder Price - November 02, 2004
The Department of Labor issued on September 28, 2004 a final safe harbor rule for mandatory rollovers from retirement plans subject to Title I of ERISA.

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