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This page contains a single entry by Associate Editor published on February 23, 2011 10:16 AM.

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IRS provides guidance for 403(b) plan terminations

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Revenue Ruling 2011-7 provides taxpayers with guidance regarding 403(b) plan terminations by providing four examples of potential plan terminations and then discusses whether each example qualifies as a plan termination under the regulations.

Posted by Joseph Siegmann, Associate Editor, Wealth Strategies Journal.

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