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Posted

I'm a "401(a)" person, so pardon my ignorance -

Are there now 403(b) "prototype" documents available for adoption by sponsoring employers? If so, I would appreciate any info as to providers of same that any one is willing to offer.

Thanks!

Guest nmyers
Posted
I'm a "401(a)" person, so pardon my ignorance -

Are there now 403(b) "prototype" documents available for adoption by sponsoring employers? If so, I would appreciate any info as to providers of same that any one is willing to offer.

Thanks!

We use Sungard Corbel. They do offer a 403(b) product but it doesn't currently have a opinion letter. They are currently drafting their document and making suggested correction from the IRS in anticipation. They are woking on a system for a prototype for the 403(b), but it's not ready yet.

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