New IRS Guidance Affecting 403(b) Plans: Your 403(b) Plan and the IRS’s Plan Document Program

July 11, 2013

On July 11, 2013 Morgan Lewis presented the second installment in our two-part webinar series to discuss how a plan sponsor will soon be able to adopt a prototype or model plan document that has been reviewed and approved by the IRS, providing the employer assurance that its plan meets the IRS's document requirements.

Topics discussed in the second webinar included:

  • Revenue Procedure 2013-22, which describes the IRS's new pre-approved 403(b) plan program