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The Associate Counsel supports the legal analysis, administration, and execution of Internal Revenue Code (IRC) Section 1031 exchange transactions. This role develops specialized expertise in 1031 exchanges through hands-on transaction support, legal research, and progressive involvement in
Individual Investor Services Savers Department Representative The position is responsible for direct verbal and written communications with Automatic Rollover/Direct Rollover/Non-Retirement Accountholders, Plan Sponsors, Record-Keepers, and Third-Party Administrators in the Individual Investor Services Savers Department. This role
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