Transcription of Getting help - TIAA
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Getting help - TIAA
Making sense of 403(b) transfers and rolloversPlan sponsors want to make it easy for their employees to participate and make the most of the tax-deferred benefits of their 403(b) plans. This includes making sure that employees understand the options available to them if they want to move their assets within or outside of their 403(b) plans. However, the rules governing rollovers and exchanges in the 403(b) world can still be confusing despite being in effect for some time now. By better understanding and communicating the differences among the various options available to transfer assets, you can help your employees navigate these is it complicated?
Making sense of fi˚˛(b) transfers and rollovers Contract exchange A contract exchange is a transfer made within the same 403(b) plan among the …
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