Vanguard Direct Rollover Ira Adoption Agreement

Section 408 means IRAs. The reserve “[u]nless otherwise elected in the Adoption Agreement” means that it is activated by default. I looked at the adoption agreement in the same 401 (k) kit of the New Plan. There is nothing to prohibit rollovers. Thank you very much, Mrs Bethman, for your comments. The Vanguard Plan document […]