Eric Altholz

Latest Articles

Tax-exempt employers whose 403(b) plans have failed to comply with the “once in, always in” eligibility rule in the past should be well on their way to compliance by now.  IRS Notice 2018-95 granted limited relief from this common administrative failure.  The grace period for non-compliance has ended for many, perhaps most, 403(b) plans, but all 403(b) plan sponsors should ensure that they are in compliance this year.  Specifically, this means that all employees that…