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403(b) Plan Design and Compliance
Venable LLP in LexisNexis Practical Guidance 
[Guidance Overview] Dec. 28, 2023 25 pages. "This practice note discusses the rules that apply when eligible tax-exempt organizations (or their employees) establish tax-sheltered annuities, custodial accounts, or retirement income accounts, as described in Section 403(b) of the Internal Revenue Code.... This practice note has been updated to address significant changes affecting 403(b) plans pursuant to the Secure 2.0 Act[.]" MORE >> |
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