403(b) PLAN CONSULTING

The Internal Revenue Service (IRS) issued new regulations mandating changes to the oversight and administration of 403(b) plans. These 403(b) regulations were the first issued in more than 40 years. SBA’s experts are prepared to help clients define your plan model, create a plan document, analyze potential vendors, consolidate existing vendors, create Information Sharing Agreements (ISA’s), develop employee communications, and manage your plan.

This service is available for the following benefit plan types: