Consultant Offers 403(b) Action Plan Workbook

June 26, 2008 ( - 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.

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.