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403(b) Regulatory Update Released November 27, 2007


On Tuesday, November 27, 2007, the IRS released Revenue Procedure 2007-71 which provides further guidance to the final 403(b) regulations. The guidance includes changes to information sharing agreement requirements, as well as a model 403(b) plan document for public school use. You can view the Revenue Procedure 2007-71 and the model 403(b) plan document by selecting the links below.

IRS Revenue Procedure 2007-71

Model 403(b) Plan Document.