Contract Exchanges and Plan Transfers

By Guest Inquiring Mind
April 10, 2008 in 403(b) Plans, Accounts or Annuities

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Guest Inquiring Mind

Posted April 10, 2008

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Posted April 10, 2008

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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