According to a press release, the 16-page workbook includes:
- A review of the new 403(b) rules,
- An action plan checklist,
- A 403(b) plan service providers review matrix, and
- Sample questions to ask potential 403(b) service providers.
David K. Young Consulting also offers a platform Web portal as part of a compliant, comprehensive and flexible 403(b) retirement plan solution.
To request a copy of the 403(b) Action Plan Workbook, contact David Young or Steve Mise at 210-558-0999.