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It’s Time to Restate Your 403(b) Plan: Deadline Looms for Nonprofits and Governmental Employers

If your organization sponsors a 403(b) retirement plan, there’s a crucial Internal Revenue Service (IRS) deadline you can’t afford to ignore. The IRS has announced a plan restatement deadline for 403(b) plans....more

Do I Need a 409A Valuation for my Company?

If you have equity as part of your retirement or executive compensation plans, you likely need a 409A valuation. The need for a valuation also applies if you are preparing to issue equity (equity grants or stock options) or...more

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