How can you use to tap the lucrative rollover market in your area? Specifically, how can you use the data to identify plans that are candidates to make distributions to participants because the plan is terminating?

In today’s market, vast numbers of plans are terminating because of changes in ownership, liquidations, mergers, adverse business conditions, adoption of a new plan, or other reasons. In most cases, these plans are required to vest all participant balances at termination, while giving participants proper notice of their options for receiving distributions.

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