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Letter from National Tax Sheltered Accounts Association to IRS Requesting More 403(b) Guidance (PDF)
National Tax Sheltered Accounts Association [NTSAA]
[Opinion] Aug. 30, 2007
2 pages; large filesize though. Excerpt: Based on comments by our membership, which includes law firms, benefits consulting firms, governmental plan representatives, employee groups, employer groups, individual 403(b) plan participants, insurance companies, registered investment companies, broker dealers and marketing organizations working in the 403(b) marketplace, there is confusion, misunderstanding and conflicting conclusions regarding the ... tax-free exchange and transfer provisions of the final regulations .... [We seek] additional guidance and time to properly comply[.]
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