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The State 403(b) Plan CIT

By ASPPA Net Staff • September 26, 2017 • 0 Comments
There are substantial legal challenges related to offering to 403(b) plans the type of collective trust investments that are sold to 401(k) plans. In MarketBeat, Robert J. Toth points out the legal and regulatory requirements one must meet, and discusses one plan provider’s unique way of applying the collective trust rules to make just such an offering.

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