403(b) Compliance Kit

403(b) Compliance Kit

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Download Your Free Copy of the 403(b) Compliance Kit

What would happen if the Internal Revenue Service (IRS) or Department of Labor (DOL) came knocking? Would they find anything amiss? This guide will help you navigate some of the challenges and complexities of sponsoring a 403(b) plan, while providing you the tools to help you pinpoint deficiencies in your own plan. You will learn about: 

  • Determining Eligibility and Compensation
  • Defining Compensation
  • Understanding Contribution Requirements
  • Self-Testing Your Plan
  • Evaluating Your Retirement Program Over Time

 

Investment advisory services provided through CBIZ Investment Advisory Services, LLC, a registered investment adviser and a wholly owned subsidiary of CBIZ, Inc.

Third party administration, actuarial, and other consulting services offered through CBIZ Benefits & Insurance Services, Inc.

CBIZ Financial Solutions, Inc. is a Broker/Dealer, member FINRA, SIPC and registered investment adviser.

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