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“What is the Abandoned Plan Program and what changes to the program did the Department of Labor just make?”
Unsure of when to suggest that clients use the Department of Labor’s (DOL’s) Voluntary Fiduciary Correction Program (VFCP) to correct plan errors? In this Case of the Week, we'll answer that question.
Empower your financial advisory practice with retirement plan rollovers. Ensure compliance with DOL requirements and grow your practice strategically
The IRS has prescribed a distribution hierarchy for Roth IRA assets. We've created a table that easily summarizes all of this for you.
