Tag: pre-approved retirement plan documents

An information package contains a listing of required modifications and sample language for nearly any provision a plan might include.

An employer adopting a newly approved plan document will be required to do so by July 31, 2022.

The agency says the third six-year remedial amendment cycle for pre-approved defined benefit (DB) plans begins on May 1, 2020,...

Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.

The last day of the remedial amendment period for 403(b) plans is March 31, 2020. What does the remedial amendment...

An informal position taken by the IRS is indicated by it excluding mention of non-qualified church-controlled organizations (non-QCCOs) from the...