To determine whether a Retirement Plan complies with the IRS code for 403(b) retirement plans.
1. Determine the accessibility of plan documents including annuity contracts, official plan documents and Form 5500 Annual Reports (if applicable), salary reduction agreements for employees, employee communication materials including summary plan descriptions, brochures describing investment funds, and notices sent to participants age 70 1/2. Determine whether the employer is eligible to sponsor a 403(b) plan.
All materials contained on this site are protected by United States copyright law and may not be reproduced, distributed, transmitted, displayed, published, broadcast, performed nor used to prepare derivative works, without the prior written permission of AuditNet®. You may not alter or remove any trademark, copyright, logo or other notice from copies of the content. For further information, see section 1 of the Terms and Conditions and section 2 of the Subscriber Access Agreement.