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Total Articles: 2

Automatic Rollover of Mandatory Distributions (pdf).

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.

Mandatory Rollovers Locating Missing Participants (pdf).

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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