Products March 6, 2008

403(b) Plan Documents Available From ftwilliam.com

March 6, 2008 (PLANSPONSOR.com) - Plan document provider ftwilliam.com has released two new 403(b) plan documents, updated with the 2007 final regulations.
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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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