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Posted

Please help. I swear in the last two weeks there was a message about someone trying to merge a 403(b) plan into a 401(k) plan, not the assets, but maintaining both types of plans in one document. I'm not having any luck with my search. Thanks.

Michele

Posted

Found it!

See the first URL

See the others as well.

When searching, consider using multiple words punctuated by and… this will help to reduce your results to those closer to your topic of interest…for instance, for this, I searched 401 and 403 and plan and document

http://www.benefitslink.com/boards/index.p...d,same,and,plan

http://www.benefitslink.com/boards/index.p...03,and,document

http://www.benefitslink.com/boards/index.p...f=13&t=2362&hl=

Life and Death Planning for Retirement Benefits by Natalie B. Choate
https://www.ataxplan.com/life-and-death-planning-for-retirement-benefits/

www.DeniseAppleby.com

 

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