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Guidance Regarding TIAA Adoption Agreements for 403(b) Retirement Plans

Independent School

Represented and advised independent schools in connection with a review of the proposed drafts of their restated TIAA Adoption Agreements for the schools’ 403(b) Retirement Plans, to ensure the Adoption Agreements correctly conformed to each school’s operation of its Plan and to Section 403(b) of the Internal Revenue Code.


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