Have a topic or agenda item you wish to discuss for June?
Have an issue that you have run into and need feedback on?
We would love to have your topics for the meeting so please let us know!
Have a topic or agenda item you wish to discuss for June?
Have an issue that you have run into and need feedback on?
We would love to have your topics for the meeting so please let us know!
The Standard is looking to offer In Plan Roth Transfers. What transactions do others use to accomplish this? We are about to start using the T444 and T394 for the In Plan Roth Rollovers and were told Transfers are done the same way – which seems odd.