Tom Poje Posted May 12, 2017 Posted May 12, 2017 just received the following: Dear ftwilliam.com Customer: We are pleased to announce the release of the new pre-approved volume submitter 403(b) documents.
Belgarath Posted May 15, 2017 Posted May 15, 2017 Yeah, we got ours last week from FIS. Haven't had a chance to look at it to see if anything changed from the last "draft" document - but I'm going to ask them instead to save time! K2retire 1
benefitz Posted August 14, 2017 Posted August 14, 2017 Has anyone heard whether TIAA-CREF has received its pre-approved opinion letters from the IRS yet?
Carol V. Calhoun Posted August 21, 2017 Posted August 21, 2017 It looks like they have received a letter on one of their plans, but not others. The list of approved plans is at https://www.irs.gov/pub/irs-tege/preapproved_403b_plans_list.pdf On 8/14/2017 at 2:33 PM, benefitz said: Has anyone heard whether TIAA-CREF has received its pre-approved opinion letters from the IRS yet? Employee benefits legal resource site The opinions of my postings are my own and do not necessarily represent my law firm's position, strategies, or opinions. The contents of my postings are offered for informational purposes only and should not be construed as legal advice. A visit to this board or an exchange of information through this board does not create an attorney-client relationship. You should consult directly with an attorney for individual advice regarding your particular situation. I am not your lawyer under any circumstances.
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