R. Randall Tracht

R. Randall Tracht

Morgan Lewis

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Latest Posts › 403(b) Plans

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New Opinion and Advisory Program for Pre-Approved 403(b) Plans

The IRS releases new procedures and sample plan language to assist 403(b) plan sponsors in obtaining pre-approval of 403(b) plan documents and to ensure documentary compliance with 403(b) requirements....more

4/18/2013 - 403(b) Plans Advisory Opinions IRS Pre-approval Required Documentation

Expanded Guidance from IRS on 403(b) Plans

IRS amends EPCRS, significantly affecting 403(b) plans, and issues guidance to assist 403(b) plan sponsors in identifying and correcting defects....more

4/2/2013 - 403(b) Plans Compliance EPCRS IRS Retirement Plan

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