Get Your 403(b) Plan IRS-Ready

What to Do Before the IRS Comes Knocking  Getting Your 403(b) Retirement Plan in Shape Prepared by: Michael J. Rhim Principal

The IRS is Coming ,[object Object],[object Object],[object Object],03/04/10 403(b) Retirement Plan Study

Why Now? ,[object Object],[object Object],[object Object],03/04/10 403(b) Retirement Plan Study

Why Did the IRS Begin Auditing Plans? ,[object Object],[object Object],[object Object],[object Object],03/04/10 403(b) Retirement Plan Study

What are the Major Categories the IRS Will Focus On if Audited? ,[object Object],[object Object],[object Object],[object Object],[object Object],03/04/10 403(b) Retirement Plan Study

What Do I need to Know? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],03/04/10 403(b) Retirement Plan Study

Common Written Document Problems ,[object Object],[object Object],[object Object],03/04/10 403(b) Retirement Plan Study

Written Plan Requirement ,[object Object],[object Object],[object Object],03/04/10 403(b) Retirement Plan Study

Written Plan Requirement ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],03/04/10 403(b) Retirement Plan Study

Salary Reduction Agreements ,[object Object],[object Object],03/04/10 403(b) Retirement Plan Study

Non-Discrimination Testing ,[object Object],[object Object],[object Object],[object Object],[object Object],03/04/10 403(b) Retirement Plan Study

Sample Compliance Issues ,[object Object],[object Object],[object Object],03/04/10 403(b) Retirement Plan Study

Staying Ahead of Compliance Troubles ,[object Object],[object Object],[object Object],[object Object],[object Object],03/04/10 403(b) Retirement Plan Study

Staying Ahead of Compliance Troubles (continued) ,[object Object],[object Object],[object Object],[object Object],03/04/10 403(b) Retirement Plan Study

Failures Identified by the IRS of Audited Firms ,[object Object],[object Object],[object Object],03/04/10 403(b) Retirement Plan Study

Summary of Steps to Take Before the IRS Comes Knocking ,[object Object],[object Object],[object Object],[object Object],03/04/10 403(b) Retirement Plan Study

Summary of Steps to Take Before the IRS Comes Knocking (Continued) ,[object Object],[object Object],[object Object],[object Object],03/04/10 403(b) Retirement Plan Study

Information Sharing Agreements (For Multi-Vendor Plans) ,[object Object],[object Object],03/04/10 403(b) Retirement Plan Study

IRS Focus ,[object Object],[object Object],[object Object],03/04/10 403(b) Retirement Plan Study

What Happens if Our Plan Fails IRS Review? ,[object Object],[object Object],[object Object],03/04/10 403(b) Retirement Plan Study

How We Can Help ,[object Object],03/04/10 403(b) Retirement Plan Study

Contact US ,[object Object],03/04/10 403(b) Retirement Plan Study

Get Your 403(b) Plan IRS-Ready

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Get Your 403(b) Plan IRS-Ready