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Products May 2, 2018
NTSA Issues Best Practices Guide for 403(b) and 457 Plans
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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