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Text of Letter to IRS Requesting Extension of January 1, 2009 Deadline for 403(b) Plan Document Requirement and Final 403(b) Regulations Compliance (PDF)
Various 403(b) Practitioners and Interested Organizations
[Opinion] Oct. 23, 2008
3 pages; sent to IRS on October 21, 2008 from 33 tax law firms, consultants and other organizations including the American Benefits Council, the Investment Company Institute and the SPARK Institute. Excerpt: [I]t is our view that the current deadline of January 1, 2009 is not sufficient to ensure compliance with the final 403(b) regulations .... This is particularly true due to the lack of guidance explaining the regulations in a number of critical areas where decisions must be made .... [N]umerous issues remain, such as:[.]
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