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403(b) Plan Sponsor's Guide to the New Final 403(b) Regulations: A Technical Interpretation (NEW LINK) (PDF)
The Principal Financial Group
Oct. 15, 2007
(Some readers had trouble with Friday's link to this document; here's an alternate link that should work better.) 16 pages. Developed in partnership with Groom Law Group. Excerpt: The main theme of the proposed regulations still echoes strongly through the final version and is consistent with changes in the statute over time. It is that 403(b) plans have become very much like 401(k) plans, and they must be run in a very consistent manner. And that means many plan sponsors will need to make a number of changes in how they currently manage their plans.
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