What are the IRS Deadlines for 403(b) Plan Restatement and Amendment?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Tag: pre-approved retirement plan documents
When Is the Next Restatement Deadline for Preapproved 403(b) Plans?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations
IRS Publishes Additional 403(b) Plan Document Guidance
An information package contains a listing of required modifications and sample language for nearly any provision a plan might include.
IRS to Issue Opinion Letters for Pre-Approved Plans on June 30
An employer adopting a newly approved plan document will be required to do so by July 31, 2022.
IRS Announces Dates for Third Remedial Amendment Cycle for DB Plans
The agency says the third six-year remedial amendment cycle for pre-approved defined benefit (DB) plans begins on May 1, 2020,...
(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.
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...
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...