(b)lines Ask the Experts – Must 403(b)s Adopt a Pre-Approved Plan Document?
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
Tag: pre-approved retirement plan documents
Compliance
PSNC 2019: 403(b) Plan Remedial Amendment Period
The last day of the remedial amendment period for 403(b) plans is March 31, 2020. What does the remedial amendment period offer 403(b) plan sponsors?
Churches Seek Clarification for Which Entities Can Adopt Pre-Approved Plans
An informal position taken by the IRS is indicated by it excluding mention of non-qualified church-controlled organizations (non-QCCOs) from the ability to rely on pre-approved plans.