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June 11th, 2019 |
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ASK THE EXPERTS
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Must 403(b)s Adopt a Pre-Approved Plan Document?“Our 403(b) plan recordkeeper wishes for us to adopt their preapproved retirement plan document. However I am quite happy with our individually designed 403(b) plan document that was prepared by our outside retirement plan counsel. Do I have to use the recordkeeper’s document now or can I stick with the attorney-prepared document that I have?”Read more > |
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