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:
- Distributions from 403(b) plans
- Hardship withdrawals
- 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 firstname.lastname@example.org.