Take 2: The Pre-Approved 403(b) Program and Certain 501(c) (3) Organizations

In January, the IRS issued Revenue Procedure 2017-18; since then advisors, investment companies, and employers have posed questions about certain 501(c)(3) organizations and the Pre-Approved 403(b) Program. In MarketBeat, Susan Diehl writes that these questions have primarily related to charter schools and faith-based organizations and discusses their unique features.