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403b doc restatement - next cycle


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  • 1 year later...

Filing Period for 403(b) pre-approved plans under Cycle 2 will commence May 2, 2022 and end May 1, 2023.   This is talking about the vendor seeking pre-approval not about your individual 403(b) plan sponsor, however.  The program cycle is intended to be 6 years like 401(k) and (a) so one might assume that sometime 6 years from  March or June of 2020, this will be upon us again!

Patricia Neal Jensen, JD

Vice President and Nonprofit Practice Leader

|Future Plan, an Ascensus Company

21031 Ventura Blvd., 12th Floor

Woodland Hills, CA 91364

E patricia.jensen@futureplan.com

P 949-325-6727

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