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FAQs: 403(b) Plan Transfer Rules
FIS Relius 
Nov. 7, 2007 Excerpt: For transfers after September 24, 2007 and before January 1, 2009 (effective date of the regulations), must the employer and the new investment vendor sign an information sharing agreement? The IRS has not addressed this question. However, the IRS intends to issue guidance soon that will answer this question. MORE >> |
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