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Department of Labor supplements 403(b) annuity plan guidance for tax-exempt entities: where does your plan stand?
  • Epstein Becker Green
  • USA
  • March 11 2010

The Department of Labor (the "DOL") recently clarified that tax-exempt entities (such as non-public schools or charitable hospitals) offering 403(b) annuity programs subject to Title I of the Employee Retirement Income Security Act of 1974, as amended ("ERISA") must file an Internal Revenue Service Form 5500 Annual Report ("Form 5500") for the 2009 plan year and thereafter

Gretchen Harders
  • Epstein Becker Green