So, You Inherited a 401k ...Now What?

May 27, 2016
Terry Dunne, SVP and Managing Director - Rollover Solutions Group

Beneficiaries have many options when they inherit 401(k) assets, though some only apply to spouses of the deceased plan participant. This article in 401K Specialist Magazine discusses the importance of helping plan participants understand the rules that may apply to 401k plan assets that are inherited.

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