Products May 2, 2018

NTSA Issues Best Practices Guide for 403(b) and 457 Plans

The guide includes information on rollovers, loans, hardship withdrawals and much more.

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The National Tax-Deferred Savings Association (NTSA) has issued a new guide, “Best Practices for 403(b) and 457(b) Plans,” to assist plan sponsors, consultants, distributors, product providers and third-party administrators (TPAs) with critical information.

The information includes guidance on:

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  • Distributions from 403(b) plans
  • Rollovers
  • Loans
  • Hardship withdrawals
  • Exchanges
  • Issues related to deselected providers
  • Orphan accounts

The guide is available both to NTSA members and non-members. Those who are not a member can inquire about purchasing the guide from Elizabeth Duda at eduda@usaretirement.org.

 

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