403(b) and 457(b) Plan documents consist of all the individual documents that collectively make up your written Plan.
Your Plan Document must maintain compliance with Internal Revenue Code Section 403(b) and/or Code Section 457(b) and other related regulations and guidance to avoid possible penalties or plan disqualification.
The Plan document describes the available features of the Plan and must include:
The Plan document may include, but is not limited to:
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