403(b) Plan Checklist

The IRS provides a compliance checklist for Section 403(b) plans.

Document Excerpt

 Every year it’s important that you review the requirements for operating your 403(b) retirement plan. Use this checklist to help you keep your plan in compliance with many of the important rules. For additional information (including examples) on how to find, fix and avoid each mistake, click on “(More).” See www.irs.gov/retirement and click on “Types of Retirement Plans” for Fix-It Guides and other resources for 403(b) and other plan types.



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