ADMIN Partners is committed to continuously providing up-to-date educational material for all of our clients working within the retirement planning community. Our goal is to ensure that Plan Sponsors & their Financial Advisors are informed about important regulatory updates that impact them and their retirement plans. With this in mind, ADMIN Partners has created an all new series of eBooks to help our clients stay informed with the evolving tax-exempt & governmental industries.
To kick off the series, we wanted to dive into the all new IRS (b) Pre-Approved Plan Document Program. This new initiative by the IRS has tightened the regulations surrounding 403(b) Plans and has made the option of self-administration much more challenging for Plan Sponsors. Ultimately there have been a lot of questions and concerns in the 403(b) market surrounding these new changes and this eBook helps answer those. We created this quick guide to help you understand what the pre-approved plan is, how to take action before the 2020 deadline and what these changes mean for your retirement plan(s).
Click here to get your free copy of the book and be sure to contact us at 877-484-4400 to see how we can help your plan transition to the new plan document.