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Guest padmin
Posted

We have a school district client that is considering a change to an ERISA 403b arrangement with a group annutiy provider. Does anyone have any cites or documentation or evidience for us to use to convice them to make this transition. The current arrangement has non-consolidated assets. In other words what concrete evidence can we provide to the district to convice them to move to this more controlled arrangement?

Thanks

Posted

What do you mean by ERISA 403(b) arrangement? Also aren't public employers such as school districts exempt from ERISA?

mjb

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