fiduciary fitness planadviser March/April 2013

Fixing 403(b) Plans

IRS guidance for correcting document failures

Reported by

Marcia S. Wagner

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Compliance

September 17th, 2026

Some required plan amendment deadlines extended beyond the previous general deadline of year-end 2026.

Compliance

August 13th, 2026

Electronic transfers and standardized forms for moving retirement savings between plans would be encouraged under the proposed regulations.

Compliance

August 11th, 2026

Proposed rules would allow up to $2,500 in tax-free employer contributions and touch open nondiscrimination standards, tax reporting and other...