403(b) Compliance Kit
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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
- Defining Compensation
- Understanding Contribution Requirements
- Self-Testing Your Plan
- Evaluating Your Retirement Program Over Time
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