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House Advances Measure That Would Permit CITs in 403(b) Plans
Multnomah Group 
Mar. 11, 2024 "[The] Retirement Fairness for Charities and Educational Institutions Act ... would allow 403(b) plans subject to [ERISA] and governmental plans to invest in CITs. SECURE 2.0 opened the door for 403(b) plans to use CITs through changes in tax-related provisions, but it was not implemented as the provisions did not include the necessary changes to the securities provisions." MORE >> |
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