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Plan Sponsors Must Now Comply With New Automatic Rollover Rules

This Client Advisory examines the impact of new automatic rollover requirements for tax qualified plans and Section 403(b) arrangements, as of March 28, 2005.

By reading this Advisory, you will learn about:

• Which plans the new automatic rollover requirements will affect
• How the new automatic rollover requirements will affect cashouts
• How to establish automatic rollover procedures and ensure you fulfill fiduciary duties to the Department of Labor.

Client Advisory (PDF)