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June 4th, 2019 |
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ASK THE EXPERTS
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Rolling 403(b) Funds Back to a Prior 403(b)“An employee left our charitable foundation to work for another. When she left, she took a distribution and rolled it over to the plan of the other foundation. She has since returned to work for us. Can she roll the funds that she rolled over to her new employer’s 403(b) plan right back to our 403(b) plan?”Read more > |
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