The deadline to adopt the restated 403(b) plan document is March 31, 2020.
If you have a 403(b) plan with Mutual of America, we recently sent you a package containing your newly restated 403(b) plan document and supplementary material for your review. An authorized officer of your organization must sign the Adoption Agreement by March 31, 2020, in order to keep your plan in compliance with regulatory and legislative requirements.
If you have already signed and returned your restated 403(b) Adoption Agreement, thank you for doing so. If you have not yet signed the Adoption Agreement, please do so, and send us a signed copy in the postage-paid return envelope that we included in the restatement package.
Should you have any questions concerning your plan or its restatement, or if you need a copy of any of the documents that were sent to you, please call your local Mutual of America Regional Office service representative.
While recent government actions have resulted in certain filing extensions, there has been no extension of the March 31, 2020, deadline to adopt your restated 403(b) plan document.