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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AimPoint Pension
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Compass
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Bates & Company, Inc.
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Side-by-Side Comparison of Each Provision of the 403(b) Final Regulations and the Impact to Plan Sponsors (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.) 8 pages. Excerpt: This special 403(b) final regulations guide outlines many of the clarified or modified provisions and summarizes how they may affect your organization and employees. While many of the changes are effective with tax years beginning in 2009, please use this guide to learn more about the impact on your 403(b) plan(s) and how you can best prepare to incorporate future requirements and optional designs into your strategy.
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