Compass
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Bates & Company, Inc.
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AimPoint Pension
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Loan & Distribution Specialist AimPoint Pension
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Regional Vice President of Sales The Retirement Plan Company
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Text of IRS Publication 4546: 403(b) Plan Checklist (PDF)
Internal Revenue Service [IRS] [Official Guidance] Feb. 27, 2007
1 page. Excerpt: If you answered 'No' to any of the above questions, you may have a mistake in the operation of your 403(b) plan.This list is only a guide to a more compliant plan, so answering yes to each question may not mean your plan is 100% compliant.
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