403(b) Answer Book: Forms & Worksheets

by Deborah L. Nagorka Gregory E. Matthews, Eric P. Brust, Martin J. Burke

403(b) Answer Forms & Worksheets offers guidance in one convenient, easy-to-use volume to pension professionals, tax preparers, accountants, attorneys, financial planners, employers, trustees, brokers, dealers, agents, plan administrators, and 403(b) participants on the design and administration of 403(b) plans. It includes current requirements following the implementation of the final 403(b) regulations and provides detailed guidance for creating and implementing the new written plan requirements of the final 403(b) regulations. Each chapter of 403(b) Answer Forms & Worksheets gathers forms, worksheets, and checklists that deal with a phase in the life of a 403(b) program, beginning with design and document considerations, then continuing through plan start-up, administration, reporting, and a plan's ERISA audit. Each exhibit has an introduction that describes the purpose of the exhibit, discusses how it is used, and indicates ways it may be modified to meet special needs. Plus, 403(b) Answer Forms & Worksheets includes a BONUS CD-ROM which you can use to customize many of the forms and documents for your particular plan or company.

984 pages, Paperback

First published April 21, 2009