Signaling what will be coming down the pike soon for 403(b) plans, the IRS has issued Announcement 2009-89 to provide some information in advance of the anticipated 403(b) “pre-approved” or prototype program, which it says will be out “in a few months”, and will be followed by an individual determination letter program. Please view the attached memo for further information.

View the Memo
View Announcement 2009-89


Latest Resources


April 20, 2023

Groom Event



Groom Publication