403(b) Pre-Approved Plans

 

Sponsors can obtain IRS pre-approval of a 403(b) prototype or volume submitter plan document as complying with Internal Revenue Code Section 403(b). An employer that adopts a 403(b) pre-approved plan generally has assurance that its plan document complies with IRC Section 403(b).

Basics

Drafting resources

Forms

For adopting employers

Correcting Plan Errors

Additional resources