403(b) Fix It Guide

403b-fix-it-guide-2015_small 403(b) Fix It Guide  A 403(b) tax-sheltered annuity plan is a retirement plan mostly offered by public schools and certain organizations exempt from tax under IRS Section 501(c)(3).

This Fix It Guide was designed to walk you through a  number of mistakes often made on 403(b) reports, including:

  • Your organization isn’t eligible to sponsor a 403(b) plan;
  • You didn’t adopt a written plan intended to satisfy the law by December 31, 2009.;
  • You didn’t follow he terms of your 403(b) written plan; and more.

Visit the IRS website’s 403(b) Plan Fix-It Guide page to help you find and fix mistakes before your next audit.