February 12, 2018

A (403(b)) Plan to Resolve Conflicts

 

In MarketBeat, Linda Segal Blinn tells us what happens if the terms of the 403(b) plan document conflict with the provisions of an investment arrangement identified in the plan.

An employer with a 403(b) plan must have a written plan that identifies the plan’s investment arrangements in order to satisfy the IRS regulatory requirements. In MarketBeat, Linda Segal Blinn tells us what happens if the terms of the 403(b) plan document conflict with the provisions of an investment arrangement identified in the plan.