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Plan Documents Are 'Lifeblood of Compliance' Says ASC's John Griffin
American Retirement Association [ARA] 
[Guidance Overview] July 14, 2022 "For 401(a) pre-approved plans ... July 31, 2022 is when the Cycle 3 restatement period ends, and also is the deadline for Form 5307 filings.... The Cycle 4 submission date may be in mid-2024, with a possible restatement period of Aug. 1, 2026-July 31, 2028.... [Rev. Proc. 2021-37] set pre-approved 403(b) plan procedures, ... modeled after the defined contribution pre-approved plan procedures." MORE >> |
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