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CASE OF THE WEEK – Merging 403(b) and 401(k)
August 1, 2025 - Explore the discussion on merging a 403(b) plan with a 401(k) plan. Learn about IRS regulations, potential steps like plan termination, and rollover options to combine assets while maintaining compliance. Continue
NEWS
Consider TRA's 3(16) Fiduciary Services & Plan Administration
To alleviate the day-to-day administrative burdens of yours or your clients retirement plans.