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We get a lot of questions about 403(b) and 457(b) plan documents. Practitioners keep trying to pound the round pegs of these plans into the square holes of the qualified plan world. But the pegs won’t fit! The detailed procedures that the IRS provided for qualified plans, which have long had determination letters and preapproved plans, just do not apply to these other types of plans. So what should a document sponsor do? This program will answer that key question, and report on the status of our 403(b) volume submitter document submissions with the IRS.
Topics include:
There are no prerequisites or other advanced preparation for this program. The speaker will assume attendees have a basic familiarity with the qualified plan document rules. Attendees should have one year of experience.
Level: Beginning
Instructional Delivery MethodNASBA Field of Study: Taxes
Speaker: S. Derrin Watson, J.D.Objectives: After attending this Web seminar, an attendee should be able to:
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