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When Retirement Plan Leakage Never Leaves the System

Michelle Capezza was featured in Fiduciary News discussing the administrative and fiduciary considerations associated with small-balance cashouts and automatic IRA rollovers in employer-sponsored retirement plans.

Michelle said, "For most employers, the small balance cashout and automatic IRA rollover plan features are desirable from an administrative and fiduciary standpoint."

Source

Fiduciary News