Products June 26, 2008
Consultant Offers 403(b) Action Plan Workbook
June 26, 2008 (PLANSPONSOR.com) - David K. Young
Consulting, LLC has introduced the 403(b) Action Plan
Workbook for school districts and other non-profits to aid in
complying with IRS regulations effective January 1,
2009.
Reported by Rebecca Moore
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.
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