IRS to Discuss 403(b) Pre-Approved Document Program

June 30, 2014 ( – The Internal Revenue Service (IRS) will host a free phone forum about 403(b) retirement plans.

The one-hour forum, “403(b) Plans Update and Latest Developments,” will be July 28, from 2 p.m. to 3 p.m. Eastern Time.

IRS representatives from the Employee Plans Technical and Guidance area will present an overview of the latest developments in the 403(b) world, primarily focusing on the IRS 403(b) Pre-Approved Plan Program. The forum will include a discussion of program details, as well as some of the issues the IRS is encountering as it begins to implement the program.

Questions attendees would like addressed during the forum should be emailed to the IRS at by no later than July 21.

Registration for the forum is here. After registering, the IRS will email access instructions.

More information about IRS phone forums can be found here.