New Guide for 403(b), 457 Plans from NTSA
The guide includes information on rollovers, loans, hardship withdrawals and much more.
Reported by Lee Barney
The National Tax-Deferred Savings Association (NTSA) has issued a new guide, “Best Practices for 403(b) and 457(b) Plans,” to assist plan sponsors, consultants, distributors, product providers and third-party administrators (TPAs) with critical information.
The information includes guidance on:
- Distributions from 403(b) plans
- Rollovers
- Loans
- Hardship withdrawals
- Exchanges
- Issues related to deselected providers
- Orphan accounts
The guide is available both to NTSA members and non-members. Those who are not a member can inquire about purchasing the guide from Elizabeth Duda at eduda@usaretirement.org.
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