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FOR EMPLOYERS
FOR EMPLOYEES
403b PLAN RISK ASSESMENT
ABOUT
Home
FOR EMPLOYERS
FOR EMPLOYEES
403b PLAN RISK ASSESMENT
ABOUT
403b PLAN RISK ASSESSMENT TEST
Is your 403b Plan IRS compliant? Take this test to find out.
Is your Charter a 501c3 Public School?
Y or N
Has your Charter adopted, with Board approval, a written 403b Plan?
Y or N
Are the Plan's operations based on the terms of your Plan?
Y or N
Are all employees given the opportunity to participate in your Plan?
Y or N
Are you auditing total contributions to the IRS limits for each tax year?
Y or N
Have you sent out to all employees the Universal Notification letter?
Y or N
Does your Plan allow & review the 15 year catch-up?
Y or N
Are the Plan's operations based on the terms of your Plan.
Y or N
Do you test for maximum contribution limits each tax year?
Y or N
Do you allow & review hardship distributions per Plan requirements?
Y or N
Do you allow loans and enforce loan repayment and maximum loan limits?
Y or N
Do you allow for the 5 year post serverance method for non-electives?
Y or N
Did you Pass the Test, if No or Not sure, Click on the Button Below?
Request A Complimentary Risk Test Review
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