Q. What is the interim amendment deadline for pre-approved 403(b) plans?
A. In Revenue Procedure 2021-37 the IRS replaced the interim amendment deadline for pre-approved 403(b) plans with the same interim amendment deadline for pre-approved qualified plans. The interim amendment deadline for pre-approved 403(b) plans now generally is the end of the second calendar year after the calendar year in which the change is effective.
Recent Comments
Does the roth requirement for catch-up contributions for people who earned $145,000 apply to 457...
Hi Ed,
I really liked this article and I think you make a lot of sense. And I had no...
I believe there's a misstatement in that last quote - it should refer to governmental and...
Working with several medical providers as clients, I note that the high-end earners tend to push...
Congratulations to NTSAA for landing a good one. Nathan's breadth of experience and...