Posts Tagged ‘plan documents’

403(b) Plan Document and Compliance Update

John A. Papahronis James C. Prince If you are a governmental or tax-exempt employer that sponsors a 403(b) retirement plan, there are important developments that require your attention. For many years, the IRS offered little guidance to employers as to the specific plan document requirements applicable to 403(b) plans. However, recently the IRS has approved…

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