Regional Vice President of Sales The Retirement Plan Company
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Bates & Company, Inc.
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Compass
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AimPoint Pension
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Loan & Distribution Specialist AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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The Approaching 403(b) Plan Document Deadline
Dorsey & Whitney LLP [Guidance Overview] Nov. 11, 2009 Excerpt: Employers that allow employees to contribute to 403(b) plans and arrangements need to adopt a plan document by December 31, 2009 if they have not already done so. In adopting a plan document, employers that have a voluntary 403(b) plan which the employer intends to be exempt from ERISA should review the plan document and their practices to confirm the 403(b) plan is not subject to ERISA. |
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