403(b) Resource Center

For the first time in 40 years, the Internal Revenue Service (IRS) has issued new regulations mandating changes to the oversight and administration of 403(b) plans.  The new regulations, which are generally effective January 1, 2009, squarely place the responsibility for plan compliance and participant well-being on the plan sponsor. 

SBA is a highly-skilled, independent benefits consulting firm ready to help you:

• Define your plan model
• Create a plan document
• Analyze potential vendors
• Create Information Sharing Agreements (ISA’s)
• Develop employee communications
• Plan and execute your implementation

For an assessment of your plan’s readiness at no cost to you, call Jay Schmitt at 770-551-8989 x13.

Click here for an article from Plan Sponsor regarding the 403(b) changes.