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?

 

 Do you have a plan document?

 Do you have a summary plan document?

 Do you have vendor solicitation guidelines?

 Do you have a vendor agreement?

 Have you hired a TPA or have you established the necessary procedures to self administer the plan?

 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

 

 

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403(b) and 457 Consulting Services

AMDG Advisors, Ltd.