Advisory Services

New Guidance Issued for 403(b) Plans

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Recently, the IRS has issued new procedures that will impact most 403(b) plans.  The first relates to the IRS granting an opinion on the plan’s tax status, commonly referred to as an IRS determination letter.  The second provides sample language in drafting of new 403(b) plans.  The third and final new significant procedure contains new guidance for correcting […]

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