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PPA Compliance and Investment Reviews Offer 403(b) Plan New Options
Milliman 
Dec. 21, 2009
Excerpt: A large regional healthcare client requested a full compliance and investment review of its 403(b) plan to ensure it was prepared for the implementation of the final 403(b) regulations. The regulations imposed a number of new requirements on sponsors of 403(b) plans. The most significant requirement was that all 403(b) plans be in writing, which was a huge change for sponsors who had limited involvement in the operations of the plan.
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