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June 14th, 2022 Information & Insights for the 403(b) Community Understanding the IRS’ New Pre-Audit Letter Program Attorneys say plan sponsors have a couple of strong incentives to identify and correct any compliance failures upon receiving a pre-audit letter under a new IRS program. PSNC 2022: Options to Help Participants Create/Manage Retirement Income A discussion of the retirement income solutions plan sponsors can offer participants and how to decide which to adopt. Ask the Experts How does the Internal Revenue Code Apply to a 457(b) Plan? "We are a private university that recently started a 457(b) plan. Our recordkeeper has informed us of an Internal Revenue Code section 4968 excise tax that would apply to our plan. Can the experts provide any details?" Markup Scheduled for RISE & SHINE Act Retirement security organizations, a nonprofit and the U.S. Chamber of Commerce have submitted comment letters on the discussion draft, which was released last month. Did someone forward you this newsletter? Sign up here to get (b)lines directly in your mailbox! Unsubscribe | Manage Subscriptions | Contact Us Copyright ©2025 Asset International, Inc. All rights reserved. No reproduction without prior authorization. Modern Slavery Statement 2022 | Do Not Sell My Personal Information | Privacy (including cookies), Social Media & Legal 702 King Farm Boulevard, Suite 300, Rockville, MD 20850