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403(b) Arrangements The final 403(b) regulations require that there be a written plan document in place before 2009. Our 403(b) document is available now on the 401(k) Portal. You may license the 403(b) document or buy one document on our Pay-Per-Plan. Contact Steve Wagoner at 518-862-7274 or a McKay Hochman consultant at 973-492-1880 for more information. New comprehensive §403(b) regulations have eliminated many of the distinctions between §403(b) rules and the rules that apply to other salary reduction arrangements, and generally apply for tax years beginning after December 31, 2008. To assist you in providing a §403(b) Plan document for your clients we have updated our §403(b) Plan document to comply with these final regulations. Our document is extremely flexible and includes two employer matching contribution formulas as well as two nonelective contribution formulas. Model 403(b) Custodial Retirement Plan available for use by tax-exempt organizations (e.g. charitable, religious, educational); Plan consists of a Base Document and Adoption Agreement; Special Adoption Agreement provided to permit employees of eligible companies to sponsor an individual 403(b) arrangement. Sample articles from our E-mail Alerts and from our 403(b) Perspectives newsletter appear below.
Government Resources
To learn more, call 1-973-492-1880 or e-mail info@mhco.com. |
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