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The long-awaited, final regulations
for 403(b) tax-sheltered arrangements
were released by the IRS in July 2007. Newkirk
and its subsidiary, McKay Hochman,
have developed 403(b) communications
and education that will help you to
understand and communicate these important
rules and other 403(b) changes to your
clients and prospects.
For the Participants
For Employers
 For
the Participants
Enrollment
Booklets
Newkirk’s enrollment booklets
provide a comprehensive look at the
plan-specific highlights, education,
and fund specifics that 403(b) plan
participants need to know about when
getting started in a retirement plan.
Booklets are generated on-demand through
Newkirk’s
online publishing system, EnrollPlus®,
and are shipped where you need them,
when you need them.
Click
here for more information about
EnrollPlus.
 Quarterly
Newsletters
Keeping participants up to speed on
the state of retirement planning is
an important part of developing a positive
Provider relationship. Newkirk’s
participant newsletters are produced
on a quarterly basis and include retirement
planning articles, as well as investment
education.
Click
here for more information about Newkirk’s
participant newsletters.
For
Employers
403(b) Plans:
Your Questions, Our Answers
Navigating the federal tax regulations that
govern Section 403(b) retirement arrangements
can be a challenge for plan sponsors. Newkirk’s 403(b)
Plans: Your Questions, Our Answers booklet
summarizes key points in a highly accessible,
question-and-answer format.
Features:
- Written plan document requirement
- Universal availability rule
- Contribution limits
- Exchanges and transfers
- Distributions
For more
information, click
here.
McKay Hochman's
403(b) Plan Documents
As a leading benefits consulting company,
McKay’s experience in retirement
plans makes their solution an easy
one to ensure you get the service and
results you are looking for. It’s
easy to generate a 403(b) plan through
McKay Hochman’s 401(k) Portal. Our
ERISA and non-ERISA documents are in
full compliance with 403(b) regulations.
Call Steve Wagoner at 518-862-7274
for more information.
403(b)
Perspectives Newsletter
For companies that
administer tax-sheltered annuity plans,
this newsletter is published four times
a year featuring new developments in
the rules and regulations governing
tax-sheltered arrangements. As with
every McKay Hochman publication, readers
benefit from clear, concise analysis
of the legislative, regulatory, and
administrative changes written by our
staff experts.
Features:
- Practical, "real life" examples
are used to illustrate significant
points.
- Well-informed reports and insights
based on our years of experience
in the employee benefits industry.
Go to: www.mhco.com to review a sample.
403(b) Online Education Series
McKay Hochman's online education series
teaches Retirement Plan Professionals
the ins and outs of 403(b) Plans.
The presenters explore plan document
requirements, ERISA vs. non-ERISA rules,
contract exchanges, 403(b) Plan Design
Concepts, and more.
Click
here for details
Click
here
to request more
information on Newkirk’s
403(b) Products and Services. Or,
contact Newkirk by phone
at 518-862-3226. |
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