Not-for-profits that sponsor a 403(b) retirement plan using a pre-approved document must adopt the IRS-required Cycle 2 restatement by December 31, 2026, to maintain the plan’s tax-qualified status. This restatement ensures compliance with updated legislation and protects the organization from potential penalties or disqualification.
Check out our full article written by CSH Senior Manager and Qualified Plan Administration & Consulting expert LisaMargaret Martin. |
For over four decades CSH has been providing businesses with best-in-class retirement planning services, ensuring our clients remain compliant, minimize risk, and make smart decisions. We pride ourselves on designing solutions that are built to address the needs of our clients. CSH is not affiliated with any investment advisors, custodians, record keepers, or product lines, which is what allows us to work in the best interests of each client.
Retirement plan design, administration and consulting are the only focus for our Qualified Plan Administration & Consulting (QPAC) group. We concentrate solely on employee benefit plans year-round. We offer design, implementation and administrative services for everything from 401(k) & 403(b) plans to traditional defined benefit plans and everything in between.
Connect with Bill Edwards, CSH Shareholder and leader our QPAC group, today to learn more about how we can support your organization. |
