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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

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Prm 403b Plan Study

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