403b salary reduction agreements for 2002

[Guest Pat Rutledge]

Does anyone have examples for wording to be used in 403b salary reduction agreements next year when the changes take effect?

[Ellie Lowder]

The National Tax Sheltered Accounts Association will be shortly issuing the new NTSAA Compliance booklet which contains sample Service Provider and Salary Reduction Agreements. If you are a member, you'll automatically get the revised booklet!

[Carol V. Calhoun]

The NTSAA indicates that the new booklet should be available by 12/1/2001. At that point, you should be able to see it by going to http://www.ntsaa.org/compliance.html and following the instructions.