The Internal Revenue Service (IRS) expanded its individually designed determination letter program to include 403(b) retirement plans in November 2022, before which time 403(b) plan sponsors did not ...
The IRS submission must be completed on Form 5300 (Application for Determination for Employee Benefit Plan). A plan sponsor must provide advance notice of the IRS application to all interested parties ...
Beginning in June 2023, the IRS will allow 403(b) plans to apply for determination and termination letters, similar to 401(a) plans. Starting in June 2023, the IRS will permit sponsors of individually ...
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