The documents, which include context sensitive help buttons, all forms and amendments, streamlined data import and export and extensive online error correction, are:
- a full-scope 403(b) plan document with an ERISA/non-ERISA option that allows sponsors to provide matching, non-elective contributions and elective deferrals.
- a limited-scope, non-ERISA 403(b) plan document which allows for elective contributions.
The documents are included in the ftwilliam.com annual retirement plan document subscription or may be purchased on a per plan basis for $175/plan.
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