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Yours, Mine, or Ours? When Retirement Plans Split Up

January 30, 2024 (3 min read)

Plan mergers and spin-offs are common prequels or sequels to corporate transactions. The mechanics of combining plans, splitting them, or transferring assets and liabilities between plans are wrought with complications. How to handle plan loans? Is the investment line-up changing? What about the treatment of employer securities? Will a blackout notice be required? Learn more about what you know and may not already know.

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