namealreadyinuse Posted February 13, 2006 Posted February 13, 2006 Can ERISA 403(b)'s qualify for 404©? I don't see anything that would stop them.
MWeddell Posted February 15, 2006 Posted February 15, 2006 Yes, an ERISA 403(b) plan may satisfy the ERISA 404(c ) rules.
namealreadyinuse Posted February 15, 2006 Author Posted February 15, 2006 Thanks. We are now stuck on the plan document issue I guess and waiting for the final regs on that. Between the SPD and Participant Directed Investment Procedures, I guess 404(c ) can be satisfied in form at least.
MWeddell Posted February 16, 2006 Posted February 16, 2006 If the plan is subject to ERISA, it should already have a plan document, although I can understand delaying any updates to it until final 403(b) regulations are out.
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