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Pre-Approved Plan Eligibility Checklist (PDF)
Venable LLP in LexisNexis Practical Guidance 
[Guidance Overview] Feb. 5, 2024 "Use this checklist to determine which retirement plans can use pre-approved plan documents to satisfy the requirements for preferential tax treatment under the Internal Revenue Code.... The programs available for pre-approved plans are different depending on the type of plan and the type of employer." |
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