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IRS Rollover Guidance Eases Process, Improves Benefit Portability, Analysts Say

IRS Rollover Guidance Eases Process, Improves Benefit Portability, Analysts Say
Outlet: 
Bloomberg BNA's Pension & Benefits Reporter
Date Published: 
Tuesday, April 15, 2014

When changing employers, individuals and their new retirement plan administrators have faced a time-consuming administrative process in proving the tax status of a plan rollover. And instead of dealing with the hurdles to validate a rollover, many individuals would transfer savings into individual retirement accounts or cash out the balance.

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