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[PDF File]Zombie 401(k) Accounts | Retirement Income Journal - The ...
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Retirement Income Journal The information forum of the decumulation industry. Zombie 401(k) Accounts By Kerry Pechter Wed, Jul 31, 2013 Zombies are everywhere these days—even in 401(k) plans. Take for instance, the undead retirement plan accounts of long-departed former employees who leave their accounts, their money, and their
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[PDF File]Property Type odes
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The following tables represent the NAUPA (National Association of Unclaimed Property Administrators) Standard information used by California. Dormancy periods are listed in years unless otherwise indicated Years Dormant Dormant Accounts Educational Savings Accounts A01 hecking Accounts S013 A02 Savings Accounts 3 A03 Mature D or Save ert 3
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AUTO ROLLOVER IRA
Registers the non-responsive participant with the National Registry of Unclaimed Retirement Benefits. Protects the qualified status of non-responsive terminated participants’ retirement accounts. Services the non-responsive participant when they contact Aspire. Review all the following statements
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[PDF File]Abandoned Property Account Reinstatement
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Abandoned Property Account Reinstatement Please use this form to transfer your holdings out of Abandoned Property status. Why is my account considered Abandoned? Pursuant to state law, generally an account is considered Abandoned if: ••There is a lack of client-initiated activity (reinvestment of
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[PDF File]Resolving the Un-Cashed Pension Check Problem
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not covered under Roth IRA or 401k rules, and not all institutions ... registered with the National Registry of Unclaimed Retirement Benefits (NRURB), which does not charge a fee for registering ... Resolving the Un-Cashed Pension Check Problem. PenChecks Trust Company of …
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[PDF File]Locating Missing and Lost Participants - DOL
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for Lost Participants under ERISA section 4050 and establish a national plan registry; and d. Promote federally funded pension counseling projects, such as including website links on relevant agency websites to the “Finding a Lost Pension” booklet.
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[PDF File]Your 401 (k) Rollover Guide
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p. 888-425-8323 610-825-3540 | f. 610-825-9690 | www.bluebellpwm.com | info@bluebellpwm.com Why You Might do a 401(k) Rollover to an IRA 1. Direct control over your retirement plan If you prefer having direct control over your retirement plan, then you will want to do a 401(k)
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[PDF File]FACTS WHAT DOES DO WITH YOUR PERSONAL INFORMATION?
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and use, we use security measures that comply with federal law. These measures include computer safeguards and secured ﬁ les and buildings.
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[PDF File]Managing Missing Participant and Fiduciary Responsibility
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the National Registry of Unclaimed Retirement Benefits Database? This free service can be securely searched on the web by plan participants to find lost or forgotten retirement accounts. • Ensure that all fiduciary obligations to the IRS are met by automatically paying taxes owed when plan participants reach the Required Minimum
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National registry of unclaimed 401k