SelfCheck
The 403(b) Ready SelfCheck Program provides you with an easy to use SelfCheck assessment tool and is available for public education institutions and 501(c)(3) organizations intent on operating 403(b) Plans that are ERISA-Exempt. Both versions focus on issues like:
- Are the features and benefits of your 403(b) plan compliant with IRS 403(b) regulations?
- Do your internal procedures and controls conform to IRS directives?
- Do you have access to information you need in case of an IRS audit?
ADMIN’s 501(c)(3) organization SelfCheck version allows you to assess:
- Whether your investment options meet the Department of Labor’s (DOL) guidance on “reasonable choice”
- If your administrative practices breach DOL “limited employer involvement” guidance?
The 403(b) Ready SelfCheck Program provides you with everything you need to conduct a self-assessment of your 403(b) Plan’s compliance readiness.
