Bates & Company, Inc.
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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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Compass
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AimPoint Pension
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Understanding the IRS Audit Process for Your 403(b) Plan: A Primer
National Tax-Deferred Savings Association [NTSA] [Guidance Overview] May 12, 2014
"Mention the IRS and the word 'audit,' and most employers become immediately concerned. For sponsors of 403(b) plans it is important to note that audits of the plans are occurring, especially with the changes to the 403(b) regulations that have transpired over the last several years. With the right amount of planning and proper administration, plan sponsors can avoid audit pitfalls and provide for an employer-sponsored plan that effectively meets IRS guidance and regulations."
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