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From Fiduciary News March 7, 2016
7 Rollover Tips for Those with Money Still in Former Employer 401k Plans
It’s an age-old question that, depending on which way the DOL wind blows, may become a bit dicier. But we’ll leave that question hanging pending the final wording of the DOL’s proposed new Fiduciary Rule. In the meantime, the original question persists. Should former employees keep their money in their old company’s retirement plan or should they roll it over? And where should they roll it over? What are the rules of thumb that drive this decision?