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403(b) Plan Sponsor Checklist: Written Plan vs. Plan Document
Voya 
Sept. 13, 2021 "What are the required elements of the written 403(b) plan? ... What are 403(b) optional plan features? ... Key 403(b) plan best practices: [1] Keep all written plan materials, including any updates, in a secure place.... [2] Periodically review and confirm that the written 403(b) plan aligns with the employer's protocols.... [3] Update the written 403(b) plan." |
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