403(b) Essentials For The ERISA Plan


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Many 403(b) plan sponsors are unaware of the nuances that impact their 403(b) plan. Simply including employer funded contributions such as a match or pension contribution, automatically subjects the plan to ERISA and its reporting and operational requirements with few exceptions.  403(b) plans subject to ERISA operational requirements are not as simple as they seem.

The content of this book provides a better understanding of the administration, compliance and government reporting requirements applicable to a 403(b) plan by imparting the basic knowledge needed to conduct the operational aspects of the plan.  You will find insight into the terminology used, basic plan operations, on-going deadlines, calculations, processes, documentation, compliance requirements, Form 5500 and much more including worksheets, checklists, forms, calendars and operational tips.


7 Must Haves Before an IRS 401(k) Audit

7 Must Haves Before an IRS 401(k) Audit

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The potential for an audit of your 401(k) plan is something that every company faces. This essential booklet provides the information needed to prepare for this inevitable event. By following these tips ahead of time, your records will be up-to-date, data will be easily accessible, and you can help minimize the monetary cost and the time needed to prepare for an audit.

Following these guidelines will show the IRS that you prepared, organized and in compliance. It will make for an easier and friendlier audit.