The IRS submission must be completed on Form 5300 (Application for Determination for Employee Benefit Plan). A plan sponsor must provide advance notice of the IRS application to all interested parties ...
Beginning in June 2023, the IRS will allow 403(b) plans to apply for determination and termination letters, similar to 401(a) plans. Starting in June 2023, the IRS will permit sponsors of individually ...
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The IRS has issued guidance that for the first time permits companies to apply for determination letters for individually-designed 403(b) Plans. Under the new guidance, determination letters will be ...
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