The 403B Regulations are ChangingIs your School District Ready? |
The new IRS regulations are scheduled to take effect January 1, 2008. They require employers to take a more active role in plan administration. Are you ready for the new rules?
Þ Do you have a plan document? Þ Do you have a summary plan document? Þ Do you have vendor solicitation guidelines? Þ Do you have a vendor agreement? Þ Have you hired a TPA or have you established the necessary procedures to self administer the plan? Þ Do you have a system in place to monitor loans and distributions? AMDG Advisors experience can take simplify the task of complying with the new regulations. Contact us today.
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· Comprehensive Request for Proposal (RFP) · Common Sense · Unbiased · Independent · Know the Issues · Know the Providers · Know the Real Risks · Inexpensive
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To contact us: |
403(b) and 457 Consulting Services |
AMDG Advisors, Ltd. |
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