Click the topic below to view the article/video/PowerPoint
presentation.
Reprinted with Permission from the American Society of Pension
Professionals and Actuaries
DOL
Finalizes 7 Business Day Safe Harbor Rule for Small Plans |
January 2010 |
403(b) Plan Audits (Please note you will be taken to the SlideShare web site to
view this PowerPoint presentation which will appear in a small screen
on the web page. Click the full screen icon
to enlarge the screen.) |
December 2009 |
|
Civics 101 (U.S. Pension Style) (Please note you will be taken to
the SlideShare web
site to view this PowerPoint presentation which will appear in a small
screen on the web page. Click the full screen icon
to enlarge the screen.) |
December 2009 |
|
IRS Notice
2009-3 - Extends the deadline for adopting a plan document for a
403(b) plan for one year - until December 31, 2009, thus taking off
the pressure for getting a signed document in place before January 1,
2009. However, it remains our recommendation to continue forward with
plan document adoption or restatement as soon as administratively
feasible. |
December 2008 |
| Major
Changes to 403(b) Plans Effective for Plan Years Beginning After 2008 |
September 2008 |
