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Auditing Distributed 403(b) Contracts
The Business of Benefits 
July 8, 2016 "A 403(b) plan termination ... is not complete until all of the assets in the plan are distributed ... 403(b) plans, of course, have a unique problem with this rule. How do you distribute assets where the employer has no authority to distribute the assets in that 403(b) contract, either by virtue of the contract reserving to the individual participant the right to direct a distribution or where there is no surrender value in a contract (such as in an 'annualized' contract)?" MORE >> |
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