403(b) Plans

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403(b) Plan Document Due Date Relief

File Type:

Adobe PDF Document

File Size:

12.81 KB

Last Update:

Thursday, February 12, 2009

Copy of a letter to our clients and business associates regarding an important announcement from the IRS for organizations that sponsor 403(b) plans: plan document deadline is extended to December 31, 2009.

403(b) Plan Guidelines for ERISA 403(b) Plan Sponsors

File Type:

Adobe PDF Document

File Size:

25.82 KB

Last Update:

Thursday, February 12, 2009

Guidelines for operational changes that ERISA 403(b) Plan Sponsors must anticipate and/or have in place by January 1, 2009.

ERISA 403(b) Plan Checklist and TPA Services - Baden Retirement Plan Services

File Type:

Adobe PDF Document

File Size:

112.87 KB

Last Update:

Thursday, February 12, 2009

A general checklist for 403(b) plan sponsors for the 1/1/2009 new regulation due date and Baden Retirement Plan Services' timely TPA services for ERISA 403(b) plans.