403(b) Resource Page
Stay Informed, Stay Connected. As your 403(b) provider, we are committed to providing you with the resources you need to keep current and informed.
Compliance Guide
The 403(b) & 403(b)(7) Retirement Plan Compliance Guide is published by the National Tax Sheltered Accounts Association (NTSAA), the only national professional organization dedicated to serving the 403(b) marketplace.
The Guide is designed to provide assistance to 403(b) employer plan sponsors seeking IRS compliance information & guidance. Exhibits include a Specimen Service Provider Agreement, Salary Reduction Agreement and a Compliance Checklist.
Request Your Complimentary Copy Today. (Limit one per organization.)
Keeping Current
Performance and Commentary
- New: Quarterly Commentary
- New: Performance Updates
- New: Comparative Results During the Recent Market Decline
- New: Managing Volatility and Return
Updated Quarterly Performance
Updated Quarterly Performance is now available. Download Here
“15 Minutes: 15 Things You Need to Know about 403(b) Reform”
This presentation will introduce you to many of the key concepts surrounding the upcoming I.R.S. regulatory reform, and what those changes may mean for your organization. Following the 15-minute formal presentation there will be an optional open question and answer session with the presenter.
Request an On-Line Presentation appointment today.
New IRS Guildelines were released on July 23, 2007
This comprehensive reform of 403(b) regulations prompts review of plans nationwide.
- View the 403(b) Regs here
- Treasury Department Press Release
- Department of Labor Bulletin 2007-02 regarding ERISA coverage
- Interpretation by Sutherland, Asbill & Brennan, LLP
- IRS 403(b) Universal Availability Project
- IRS Employee Plans News, July 2007: 403(b) Regulations Finally go Final
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