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404a-2 and Section 2550. 404a-3 respectively each a DOL Regulation and collectively the DOL Regulations permit the Plan to provide that Matrix Trust Non-custodial Amendment 1 10/17/2016 Mandatory Distributions be rolled over into individual retirement accounts IRAs established by the plan administrator to the extent that Plan participants do not elect to either have such distributions paid directly to an eligible retirement plan or to receive the distribution directly Automatic Rollovers...

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What is plan and trust names?

Plan and trust names refer to the names of any financial plans and trusts that an individual or organization has established.

Who is required to file plan and trust names?

Individuals or organizations who have established financial plans and trusts are required to file the names.

How to fill out plan and trust names?

Plan and trust names can be filled out on the appropriate forms provided by the relevant regulatory authorities.

What is the purpose of plan and trust names?

The purpose of plan and trust names is to provide transparency and information about the financial plans and trusts that have been established.

What information must be reported on plan and trust names?

The information that must be reported on plan and trust names includes the names of the plans and trusts and any relevant details about their purpose and structure.

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