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New IRS Determination Letter Program for 403(b) and 401(a) Plans | Verrill

On November 7, 2022, the IRS issued Revenue Procedure 2022-40, which allows certain tax-exempt employers (such as schools, charities, and churches) to apply for IRS determination. ....

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Treasury, IRS Expand Program for Approving Retirement Plans

Treasury, IRS Expand Program for Approving Retirement Plans
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IRS, Treasury expand retirement plan approval program to 403(b) plans

The service will now enable 403(b) retirement plans to use the same retirement plan determination letter program currently employed by qualified retirement plans. ....

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IRS Issues Procedures for 403(b) Plan Remedial Amendment Cycle 2

IRS Issues Procedures for 403(b) Plan Remedial Amendment Cycle 2
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