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It’s Time for Tax-Exempt Entities to Restate Their 403(b) Plans - The National Law Forum
Under a new IRS program, tax-exempt entities who sponsor 403(b) retirement plans can adopt pre-approved documents that include determination letters that confirm the tax-qualified status of their plans. Plan sponsors need to adopt pre-approved plans before March 31, 2020, in order to qualify for the program. Under a 403(b) plan, eligible employees can elect to … Continue reading It’s Time for Tax-Exempt Entities to Restate Their 403(b) Plans