Ready or not: Clarifications, frustrations, and operations of the final 403(b) regulations

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By Kara W. Tedesco | 01 May 2009

The IRS's final 403(b) regulations were published in July 2007, but the agency provided only limited guidance and many questions remain unanswered. The plan document, information-sharing agreements, contract exchanges, fiduciary requirements, plan operations, and IRS Form 5500 are just some of the challenges that 403(b) plans must take on.