For the first time, the IRS has issued pre-approved 403(b) plan documents. Along with the release of the new documents, the IRS is providing a special remedial amendment period for certain plans. But while adopting the new document within the remedial period can correct for plan document form defects, it will not correct for operational errors. Now is the time to ensure the day-to-day operation of your 403(b) plan matches the language in your plan document. Join us to learn the important advantages for 403(b) plan sponsors who adopt a pre-approved plan document and how to identify and correct for an operational error.
Gary Mauger has over 30 years of experience with all aspects of retirement plans. He is a founding partner of New Pinnacle Consulting Group, a firm that provides consulting and compliance services to clients in 40 states. Prior to this, he served as Senior Vice President for Pension Operations for TIAA-CREF and held a number of senior level positions in his 20-year career there. He has a BS in marketing and an MBA from Utah State University and is a Certified Employee Benefit Specialist (CEBS).
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