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Mandatory distributions blog posts
Jun
16
2015
How to Make Mandatory Distributions More Fiduciary Friendly
Mandatory distributions from employer-sponsored plans are a creation of regulation's specifically, a section of ERISA that allows plan sponsors to distribute accounts with less than $5,000 out of a qualified plan and into a safe harbor IRA.
Apr
11
2015
Reduce Plan Fees by Increasing Account Balances
Plan costs can be lowered by increasing average balances, and average balances can be increased through auto portability, says RCH President & CEO Spencer Williams.
Mar
16
2015
Why Dump Mandatory Distributions in a Landfill When You Can Recycle?
Mandatory distributions of small 401(k) accounts when participants separate from service provide many benefits for plan sponsors, including lower administrative costs and higher average account balances.
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