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Handout for June 25 IRS Phone Forum: What You Need to Know About the 403(b) Pre-Approved Plan Program (PDF)
Internal Revenue Service [IRS] Link to more items from this source
[Guidance Overview]
June 24, 2013
58 slides. Topics include: Background and Overview of Pre-Approved Plan Program; Types of Pre-Approved Plans; Required Provisions; Plans of Churches/Mass Submitters; Scope of a Favorable Letter/Employer Reliance; Duties of a Pre-Approved Plan Sponsor; How to Apply; Additional Resources.

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