403(b) Compliance Support Resources
	Documents Available 403(b) Vendor Compliance Questionnaire Score Card SAMPLE QUESTIONS TO GUIDE THE SELECTION OF POTENTIAL 403(b) SERVICE PROVIDERS How a 403(b) Plan Can Help You Save Section 403(b) Model Plan Language for a Public School Make Contact with 403(b) Providers Serving Your Employees Blueprints: A Guide to School System Plans 403(b) and 457(b) SAMPLE 403(b) PROGRAM COMPLIANCE SERVICES AGREEMENT Sample Annual Notice of Universal Availability Sample Employee Memorandum on Participating Investment Providers Sample Employee Memorandum on Upcoming 403(b) Changes SAMPLE INFORMATION SHARING AGREEMENT Sample Initial Communication to Investors Selected for Inclusion in Plan Document Sample Investment Provider Secondary Notification Sample Letter to Vendors Concerning the Hiring of a TPA and the District’s Compliance Process SAMPLE SALARY REDUCTION AGREEMENT TPA Services Matrix TPA Summaries
Copyright 2008 © VSBIT   All Rights Reserved