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403(b) Products
and Services 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. 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.
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. New
Developments in 403(b) — Newkirk’s New Developments in 403(b) booklet provides an authoritative discussion of the provisions and impact of the new regulations related to retirement savings arrangements sponsored by public schools and charitable organizations. Features:
New
Developments in 403(b) — Promote the availability of your services to prospects through New Developments in 403(b) seminars! This Microsoft® PowerPoint® on CD-ROM makes computer-based presentations a snap. Delivered ready to use, you can tailor your presentation each time you use it. Features:
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:
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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Review printed booklet; 
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Review slide presentation;
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Review internet version; 
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Review printed newsletter 
For
the Participants
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