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  1. OKC73134
    We have a new client who is a Hospital that currently holds dual status but is dropping the 501(c)3 status. Currently have a 403(b). They are adopting a new 457(b) and a 401(a) plan for employer match. Assets are in 403b individual annuity accounts. Nothing is changing regarding Employer other than non-profit status. What are the options to move over those existing 403(b) balances to new successor plan? Approximately 200 employees are not currently 100% vested in employer contribution. Exchange or transfer does not apply since they are not going from 403b to 403b. They do not want to 100% vest currently in the 403b plan. Want to move match funds and retain vesting schedule.
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