Top Ads

457(b) Transfers

By NTSA Net Staff • July 28, 2017 • 0 Comments
Suppose you have a client who deals with 457(b) and 403(b) annuity and custodial accounts. Your client began penalty-free transfer/exchanges last year from one approved vendor to another. In Tech Talk, Susan Diehl tells us whether he can do any more until he reaches a qualifying event.

LoginRadius Sharing

Comments (0)


DNN Web Control Container