403(b) Regulations - Next Steps for Plan Sponsors to Consider
NOTE: This diagnostic tool is intended to be used in conjunction with, not in lieu of, services provided by an employer’s trusted legal advisors.
Not-for-profit organizations, including hospitals, churches, governmental organizations, and colleges and universities, that sponsor 403(b) plans face increased responsibilities as a result of the 403(b) regulations issued by the Department of the Treasury and Internal Revenue Service in 2007. In general, these regulations are effective for plan years beginning January 1, 2009, and later. All
The Principal Financial Group®, a total retirement solutions innovator, is ready to help employers and their financial professionals so they are better equipped to navigate this challenging transition. The Principal® has developed this interactive
- Determine the model that fits your
- Learn what actions can be taken to help ensure your plan(s) is in compliance with the