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Ask the experts: (b)LinesJanuary 26, 2016

(b)lines Ask the Experts – Issues with Recordkeeper Transitions

“We are changing recordkeepers for our Employee Retirement Income Security Act (ERISA) 403(b) plan and have been informed that there will be a ‘blackout’ period  where the participants will not be able to access their accounts for up to two weeks while the assets are being transferred from the custodial account of the old recordkeeper to the custodial account of the new one.

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