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Any word on status of 403(b) pre-approved documents?


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Revenue Procedure 2016-37 states that the next submission period for preapproved documents is August 1, 2017 through July 31, 2018.

Should we revise estimates about 403(b) preapproved documents?

Peter Gulia PC

Fiduciary Guidance Counsel

Philadelphia, Pennsylvania

215-732-1552

Peter@FiduciaryGuidanceCounsel.com

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If you are referring to section 16.02, my quick read of it was that it is referring to the third submission window for document providers to submit pre-approved defined contribution plans for approval. The deadline for document providers to submit pre-approved 403(b) documents was 4/30/2015. So, I don't see that section as applying to 403(b) documents. I'm sure there will be articles coming out soon after people have a chance to digest what's in the Rev. Proc.

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