403(b) plan fixes

Mistakes sometimes happen when managing retirement plans. Fortunately, the IRS has many resources to help prevent mistakes and to fix common errors. Here are a few good resources:

Member Benefits has sample plan documents, employee notices, vendor letters, and agreements on our 403(b) Plan Compliance Services page. We can also provide consultative services for employers regarding issues that may impact how you provide retirement plans to your employees. Please contact Kelly Behnke at 1-800-279-4030, Ext. 6636 or Jay Lukas at 1-800-279-4030, Ext. 2361.

This article is for informational purposes only and not intended to be legal or tax advice. Consult your tax advisor or attorney before taking any action. The 403(b) retirement program is offered by the WEA TSA Trust. TSA program registered representatives are licensed through WEA Investment Services, Inc., member FINRA.

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