◀ The Principal Blog

Posts from the ‘Tax Exempt’ category

Three Cheers for the IRS (Plus One of the Bronx Variety)



Hooray! After years of waiting, the IRS has issued Rev. Proc. 2013-22. This procedure provides a way for service providers to get pre-approved 403(b) plan documents for their clients’ use.

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Clean Up the Clutter Legacy Assets Leave Behind



We all have to deal with clutter that piles up in our lives – whether it’s mail piling up on the kitchen counter, emails overtaking our inboxes or cell phone charger cords that tangle up our car consoles. These days 403(b) plan sponsors face the task of cleaning up the clutter of “legacy…

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