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MarketBeat: Distribution of Small Accounts Not Easy for 403(b) Plans

The IRS changed the 403(b) world with the regs it issued eight years ago, but Robert Toth says there still are circumstances with no easy solutions. In this week’s MarketBeat, he argues that addressing some of the more intractable daily 403(b) problems requires dealing with “small amounts” in former employees’ 403(b) annuity contracts.