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| DOL Proposed Fiduciary Regs: Which 'Plans' Are Covered? National Tax-Deferred Savings Association [NTSA]  Apr. 27, 2015 "[A] 403(b) plan maintained by a public school, community college or state university is exempt from these regulations since they are governmental plans. Governmental 457(b) plans and most church plans are exempt. (Keep in mind, however, that a recommendation to roll over into an IRA will make you a fiduciary regarding the IRA under these proposed rules.)" |
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