Now that the 403(b) Regulations are finalized, ING is here to provide you with:
- Flexible sample 403(b) plan documents to help you meet your specific business needs.
- 403(b) Programs Guide for Public Schools (pdf 687kb) and 403(b) Programs Guide for 501(c)(3) Organizations (pdf 759kb) - to walk you through the ins and outs of keeping your 403(b) program compliant with the IRS rules.
- Sample annual notice to give to your employees to remind them of the opportunity to participate in the 403(b) program.
- Common remitter capabilities to enhance payroll processing.
- Plan administration services to help operate your 403(b) plan under the IRS rules.
- Education - for you and your employees - about what the regulations mean to you and your 403(b) plan.
- Alternate plan designs and features. ING can provide you with information about other plan types you may be eligible to offer to your employees - such as Section 457(b) Deferred Compensation Plans and Special Pay Plans.
ING has developed planwithease.comSM, a non-discretionary plan administration service that can provide you with an easier way to meet your new expanded role under the IRS regulations.
Contact us to request that an ING representative get in touch with you to provide you with more information about the regulations and our planwithease.comSM plan administration service.
These materials are not intended to be used to avoid tax penalties, and were prepared to support the promotion or marketing of the matter addressed in this document. The taxpayer should seek advice from an independent tax advisor.
Insurance products, annuities, and retirement plan funding options issued by (third party administrative services may also be provided by) ING Life Insurance and Annuity Company, One Orange Way, Windsor, CT 06095-4774. Annuities issued by ReliaStar Life Insurance Company, 20 Washington Avenue South, Minneapolis, MN 55401. Securities offered through ING Financial Advisers, LLC (member SIPC), and other broker-dealers with which it has selling agreements. These companies are members of the ING family of companies. Insurance obligations are the responsibility of each individual company. Products and services may not be available in all states.
C06-0223-009R 7002162
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