On-Line:To open an IRA (403b, IRA Rollover, 401k Rollover, SEP, Roth, etc.) fill out and submit this New Standard Account Application By Mail:VisitAtlantic Financial's New Account areaandDownload an IRA Application(PDF.) Fill out, Print, and sign them application and then mail it (alon...
IRS Issues Guidance on In-Plan Roth Rollovers under 401(k) and 403(b) PlansC. Baird Brown
Verify the sponsor eligibility for an IRC Section 403(b) plan; Advise the organization on corrective actions necessary with regards to their IRC Section 403(b) plan; and Educate IRC Section 403(b) sponsors regarding a written plan document. The EPCU sent contact letters to 67 entities from th...