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IRS Guidance for Terminating 403(b) Plans (PDF)
Prudential Retirement [Guidance Overview] Apr. 5, 2011 In the new guidance, the IRS describes four scenarios, involving non-ERISA plans and ERISA plans, as well as assets invested in individual annuity contracts, group annuity contracts and custodial accounts. These scenarios illustrate that some additional steps are required to terminate a 403(b) plan and distribute plan benefits. |
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