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Employee Benefit Services

403(b) Plans: Less Than 12 Months to Adopt Pre-Approved Plan Documents

The deadline to adopt an IRS-sanctioned plan document is rapidly approaching. As we detailed in a previous newsletter (Spring 2017), the IRS set March 31, 2020 as the date by which plan sponsors must restate their plans to an IRS-approved document to replace the “good-faith” documents that were adopted in 2009. The restatement on to a pre-approved document will allow sponsors to correct any document issues that are inconsistent with the operation of the plan retroactively to 2010. This is a great opportunity for non-profit sponsors to bring their plans into compliance.

Read 403(b) Plans: IRS Announces New Document Window for more information.
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