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Can 403(b) Plan Annuities Be Mapped to Replacement Funds?
PLANSPONSOR; registration may be required 
May 27, 2025 "Unlike 401(k) plans, where employers and trustees can direct existing investments to be mapped or transferred to replacement funds, 403(b) plans are generally not invested in trusts, but in fixed or variable annuity contracts and/or custodial accounts (mutual funds). Some of these contracts may not permit mapping of investments to replacement investments without obtaining individual consent from participants." MORE >> |
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