Top Considerations for 403(b) Plans in 2024
Optional SECURE 2.0 provisions and IRS determination letters can help plan sponsors position their plans to meet participant needs.
Source: plansponsor.com
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Optional SECURE 2.0 provisions and IRS determination letters can help plan sponsors position their plans to meet participant needs.
Optional SECURE 2.0 provisions and IRS determination letters can help plan sponsors position their plans to meet participant needs.
Background - Back in 2013, the IRS opened its first 6-year cycle of reviewing and issuing opinion letters on 403(b) pre-approved documents. Most of the approval letters...
Back in 2013, the IRS opened its first 6-year cycle of reviewing and issuing opinion letters on 403(b) pre-approved documents.