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Blumberg B119 Pfd  Form

Blumberg B119 Pfd Form

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[Music] [Music] [Applause] [Music] welcome to the McAfee and Taft webinar series the topic for this webinar 403 B plan document and compliance update for many years the IRS offered little guidance to governmental or tax-exempt employers as to the specific plan document requirements applicable to 403 B retirement plans recently however the IRS has approved model and prototype plan documents that sponsors of 403 B plans can adopt to ensure document compliance as a result your plan document vendor or service provider may be contacting you in the next few months to offer to restate your plan this process may appear to be routine but can result in significant exposure to liability if not evaluated carefully in addition the IRS has indicated that is stepping up its audit activity with respect to such plans so now is an opportune time to get your plan document in order and to otherwise review your plans compliance in this presentation we will discuss the process and deadlines for adopting the

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