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Employee Benefit Plans 2013

Basics of 403(b) Operational Compliance

‐ May 14, 2013 2:25pm

This session will explore the requirements that a 403(b) arrangement must satisfy, in operation, to remain in compliance with the requirements for favorable tax treatment under 403(b). Highlights include:
- Identifying providers under the plan
- Contribution limits
- Nondiscrimination requirements
- Rules governing distributions
- The differences between arrangements maintained by governmental entities and arrangements that are not maintained by governmental entities


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