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
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