What should a District do now to get ready to comply with the new regulations by January 2009?
The 403(b) Action Plan Workbook is a comprehensive tool for evaluating your current environment, preparing a strategy and implementing an action plan.
The 403(b) Action Plan Workbook includes:
- Checklists & Timelines
- Service Option Review Matrix
- Investment Service Provider Questionnaire
- Request for Proposal (RFP) template
To order please complete the Order Literature Request Form above - In the "Order" text field box type in 403(b) Action Plan Workbook. The literature will be delivered in PDF format. If you wish to receive printed materials please include you mailing address and order quantity in the "Order" text field box.
Get all of the documentation to get your Plan in compliance.
The 403(b) Establishment Kit contains all of the materials to establish a Plan under the new regulations and the forms to operate your Plan on an ongoing basis.
The 403(b) Plan Establishment Kit includes:
- Model Plan Document
- Service Agreements
- Operational Forms
- Plan Notifications
To order please complete the Order Literature Request Form above - In the "Order" text field box type in 403(b) Plan Establishment Kit. The literature will be delivered in PDF format. If you wish to receive printed materials please include you mailing address and order quantity in the "Order" text field box.
Everything you and your participants need in one easy guide.
The 403(b) Enrollment Guide has informative information regarding the benefits of participating, fundamentals of investing and answers to frequently asked questions. Furthermore, the built in forms and agreements address many of the operational functions of the Plan.
The 403(b) Enrollment Guide includes:
- Benefits of 403(b) Plans
- Fundamentals of Investing
- Investor Profile Questionnaire
- Salary Deferral Agreement
- Appointment of Authorized Agent
Plus!!! The 403(b) Enrollment Guide can be customized to meet your specific Plan needs.
To order please complete the Order Literature Request Form above - In the "Order" text field box type in 403(b) Plan Establishment Kit. The literature will be delivered in PDF format. If you wish to receive printed materials please include you mailing address and order quantity in the "Order" text field box.