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Nonprofit Workers Face Retirement Plan Asset-Transfer Deadline
CNNMoney
Sept. 14, 2007 Excerpt: Most employers currently allow such switches, but after Sept. 24, as part of a new batch of IRS rules, your ability to make these transfers will be limited. You will only be allowed to make a transfer to a provider that has a written information-sharing agreement with your employer. (Your future contributions, as before, will be restricted to your employer's 403(b) menu.) MORE >> |
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