Recently I came across a contract between a 403(b) Compliance TPA and a school district in California that had an interesting provision:
The "Benefit Counselors" Provision in 403(b) TPA Contract
The "Benefit Counselors" Provision in 403(b…
The "Benefit Counselors" Provision in 403(b) TPA Contract
Recently I came across a contract between a 403(b) Compliance TPA and a school district in California that had an interesting provision: