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Contract Exchanges and Plan Transfers

Guest Inquiring Mind

By Guest Inquiring Mind
in 403(b) Plans, Accounts or Annuities

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Guest Inquiring Mind

Guest Inquiring Mind

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The regulations require an Information Sharing Agreement to be used to process contract exchanges, but an ISA is not required for plan to plan transfers. Can someone help me differentiate between a contract exchange and a plan to plan transfer? When would an exchange be used, and when would a transfer be used?

Thanks.

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