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A participant is leaving his job and would like to roll over his NADART plan balance to an IRA or his new employer’s plan. What do I need to do to help him with this?

April 26, 2017Balance employer IRA Job leaving nadart participant Plan roll

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Posted

A participant is leaving his job and would like to roll over his NADART plan balance to an IRA or his new employer’s plan. What do I need to do to help him with this?

1 Answer

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Posted

Refer to rollover to an IRA or rollover to a new employer’s plan for instructions and required forms.