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Should They Stay or Should They Go?
on September 21, 2011 in
Newsletters
by
Daniel Wedeking
Sooner or later, every retirement plan will have to deal with participants who have terminated employment but still have balances in the plan. In most circumstances, the plan document provides guidance on how to proceed; however, there are a number of factors that can make the determination a little more complex than what it seems at first blush.
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