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Compliance with federal legislation.


Guest slt

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Posted

Can anyone help me out by pointing me to articles on the internet that show what amendments and requirements, from the 1986 act forward, 403(B) plans need to have made or be in compliance with? Thanks!

  • 3 weeks later...
Posted

Unfortunately, I'm not aware of any. Among other things, the amendments would be different depending on whether the plan was a governmental or church plan, a salary-reduction-only plan of a tax-exempt employer which met the Department of Labor requirements to be treated as not subject to ERISA, or a plan subject to ERISA.

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