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Mitigating Factors in Calculating a 403(b) Plan’s Maximum Payment Amount Under CAP

Anyone who has had the pleasure of dealing with the 403(b) annuity recognizes that it is truly an “odd duck” — especially when looking at it through the lens of the 401(a) experience. In MarketBeat, Robert Toth writes that it should come as no surprise that this “odd-duckiness” shows up in settlements under the EPCRS Closing Agreement Program.