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ERISA Essentials Collection

July 11, 2017

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403(b) Essentials For The ERISA Plan

Check out our newest title, 403(b) Essentials For The ERISA Plan.



If you are the individual assigned the responsibility for the internal operation of a 403(b) plan or you are part of an organization overseeing a 403(b) plan, you need this book! Written in plain English, this book simplifies the operational aspects of a 403(b) plan.


Many 403(b) plan sponsors are unaware of the nuances that impact their 403(b) plan. Simply including employer funded contributions such as a match or pension contribution, automatically subjects the plan to ERISA and its reporting and operational requirements with few exceptions.  403(b) plans subject to ERISA operational requirements are not as simple as they seem.

The content of this book provides a better understanding of the administration, compliance and government reporting requirements applicable to a 403(b) plan by imparting the basic knowledge needed to conduct the operational aspects of the plan.  You will find insight into the terminology used, basic plan operations, on-going deadlines, calculations, processes, documentation, compliance requirements, Form 5500 and much more including worksheets, checklists, forms, calendars and operational tips.




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