Do you service 403(b) Plans? Be ready for the IRS’s new pre-approved 403(b) plan document program!

The IRS has informed us that they are rapidly approaching the wrap up of their review of the new pre-approved 403(b) plan document. In order for them to issue opinion and advisory letters in time for a May 1, 2017 program start, the IRS will be suspending the acceptance of 403(b) word-for-word applications as of March 3rd.

ASC will offer a comprehensive line up of pre-approved 403(b) plan types through our state-of-the-art, web-based Document Generation and Management System (DGEM) for easy preparation and delivery to your clients!

  • Fully Flexible 403(b) Plan (for 501(c)(3) organizations)
  • Simplified 403(b) Plan (for 501(c)(3) organizations)
  • Salary Reduction Only 403(b) Plan
  • Governmental 403(b) Plan
  • Non-Electing 403(b) Church Plan (without retirement income accounts)
  • Retirement Income Account 403(b) Church Plan

Don’t delay – Sign up NOW for ASC’s new pre-approved 403(b) plans! Contact our sales department at sales@asc-net.com.

For more information about ASC retirement plan software solutions including prototype and volume submitter, cash balance, ESOP and 457(b) plan documents, please click here.

View ASC Alert 17-02 for more information on these recent developments from the IRS.

Thank you for your consideration. We look forward to providing you with the best document solution in the industry!

The ASC Institute