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Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
August 26, 2009 at 08:00 PM
AXA Equitable Life Insurance Company has announced plans to join the new Internal Revenue Service 403(b) prototype plan program.
Program participants will help schools and other 403(b) plan sponsors cope with new plan documentation requirements, by providing standardized plan documents.
The IRS is implementing new rules that require 403(b) plan sponsors to have detailed, written plan documents. The IRS is trying to ease the compliance burden by encouraging financial services companies to develop preapproved prototype plans, so that sponsors with relatively simple, plain vanilla plans can develop plan documents without spending large sums on consultants.
AXA Equitable, New York, a unit of AXA S.A., Paris, says the 403(b) prototype effort will be a continuation of existing AXA Equitable efforts to support 403(b) plan sponsors.
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