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When “Public” Does Not Refer to “Governmental”

When “Public” Does Not Refer to “Governmental”

by Jeff Chang | Aug 8, 2022 | 401(a), 403(b), Governmental Benefits, Plan Qualification

Recently, a retirement plan advisor asked whether a “public” charity was “governmental” and eligible to maintain a non-ERISA retirement plan. This post explores some of the terminology that is used by the IRS, and in the retirement industry, and how one does not...

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