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Shift 403(b) Assets by September 24, or Else
The [Raleigh NC] News & Observer
Sept. 5, 2007
Excerpt: On Sept. 24, new Internal Revenue Service regulations take effect that make it more difficult for employees to shift the assets in their 403(b) accounts from one provider of mutual funds and other investments -- such as Fidelity Investments or Charles Schwab -- to another without suffering a tax penalty.
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