Regulations

Book:
Regulations

Section:
4000

Title:
Tax-Deferred Accounts (TDAs)

Legal Basis:
Internal Revenue Service Publication 571

Number:
4750
Adopted:

Status:
Active
Effective:
02/19/2008
Policy Detail
I. PURPOSE

To outline the procedure for selecting tax-deferred account (TDA) vendors and to identify specific guidelines to be followed by these vendors in selling tax-deferred products.

R4750.pdf

Created on 04/01/2005 at 02:19 PM by Linda S Sabo. Last update on 02/21/2008 by Dianne M Smith.