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January 12th, 2021
Information & Insights for the 403(b) Community
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Ask the Experts
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Terminate a Plan or Merge Plans When Organizations Merge?
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“I work for a 501(c)(3) private tax-exempt entity that is being merged into a larger 501(c)(3) private tax-exempt entity. Both organizations maintain ERISA 403(b) plans. Does it make more sense to merge the plans, or to simply terminate our existing 403(b) plan?”
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