Employer Resources

Look here often for items that can help you set up and maintain your employee retirement plans.

Non-Profit

For 403(b) Plan Sponsors: Be Aware of Common Mistakes
This IRS publication can help you, as a 403(b) Plan sponsor, be complaint with the law, maximize your employees' retirement benefits and avoid additional taxes and penalties.
For 403(b) Plan Participants: Be Aware of Common Mistakes
Alert your 403(b) plan participants about this IRS publication that helps them be complaint with the law, maximize their retirement benefits and avoid additional taxes and penalties.
IRS 403(b) Plan Checklist
It's always a good idea to review the requirements for operating your 403(b) retirement plan each year. Use this IRS checklist to help you keep your plan in compliance with many of the important rules.

For-Profit

IRS Retirement Plan Products Navigator
This IRS publication outlines resources you can order from the IRS to help you choose and maintain the right retirement plan for your small business.

For more information contact your Financial Representative

To learn how we can help your organization,
contact David Blask, senior pension consultant,
(800) 242-1421 x4599

For Web site assistance, contact the Web master.