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I am planning to rollover my company's pension to Fidelity. My previous pension group had a graduated vesting schedule, which I want to keep. (i.e. if an employee quit after a year, they only kept 20 % of the money. If they quit after 2 years, they only kept 40% of the money, etc.) Can any recommend a good, inexpensive pension planner to handle the paperwork? Fidelity recommended Penserve - has anyone heard of this?
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