Thinking of Terminating Your 403(b) Plan?

The IRS provided some additional guidance of considerations when terminating a 403(b) plan in their Spring 2011 Edition of Retirement News for Employers.  It accompanies their Revenue Ruling 2011-7, which provides examples of how to terminate a 403(b) retirement plan funded in various ways and discusses when terminated plan distributions may be taxable.  You can …

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