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Lincoln Public Schools Elective 403(b) Retirement Plan Section 403(b) Rollover Request Form Instructions: Use this form if you are a participant in the Lincoln Public Schools Elective 403(b) Retirement

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What is retirement plan section 403b?

Retirement plan section 403b is a tax-sheltered annuity plan designed for employees of public schools and certain tax-exempt organizations.

Who is required to file retirement plan section 403b?

Employers of public schools and certain tax-exempt organizations are required to file retirement plan section 403b for their employees who participate in the plan.

How to fill out retirement plan section 403b?

Retirement plan section 403b can be filled out by employers using the appropriate forms provided by the IRS.

What is the purpose of retirement plan section 403b?

The purpose of retirement plan section 403b is to provide employees with a way to save for retirement on a tax-deferred basis.

What information must be reported on retirement plan section 403b?

Information such as employee contributions, employer contributions, and investment earnings must be reported on retirement plan section 403b.

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