The draft information package contains samples of plan provisions that satisfy certain specific requirements of the Internal Revenue Code applicable to section 403(b) plans, and as provided in ...
Bequests are one of the simplest types of planned gifts, often only requiring donors to change the beneficiary designation in their wills. Here, the Partnership for Philanthropic Planning provides ...
The agency issued a listing of required modifications for pre-approved plans. The IRS has published a “Listing of Required Modifications and Information Package” for 403(b) pre-approved plans. The ...
In HR Dive’s Mailbag series, we answer HR professionals’ questions about all things work. Have a question? Send it to [email protected]. The ruling held that vague rules around things like workplace ...
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