Terminating a retirement plan can be simplified: Find out how a large department store did it

Publisher: Inspira Financial

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Terminating a retirement plan can be simplified: Find out how a large department store did it

Closing out a retirement plan involves finding missing, non-responsive, or deceased accountholders; making required minimum distributions; filing tax documents; and resolving uncashed checks. It’s a daunting task. Read how a large retailer simplified the process.

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