The 403B Regulations are Changing

 

 

Is 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.

 

 

 

· Comprehensive Request for Proposal (RFP)

· Common Sense

· Unbiased

· Independent

· Know the Issues

· Know the Providers

· Know the Real Risks

· Inexpensive

 

 

E-mail:   Send AMDG an email

              info@amdgadvisors.com

To contact us:

 403(b) and 457 Consulting Services

AMDG Advisors, Ltd.