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)

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 Know the Issues

 Know the Providers

 Know the Real Risks




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403(b) and 457 Consulting Services

AMDG Advisors, Ltd.