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403B Retirement Plan

Name

403B Retirement Plan

Description

Objectives:
To determine whether a Retirement Plan complies with the IRS code for 403(b)
retirement plans.
Scope:
1. Determine the accessibility of plan documents including annuity contracts,
official plan documents and Form 5500 Annual Reports (if applicable), salary
reduction agreements for employees, employee communication materials including
summary plan descriptions, brochures describing investment funds, and notices
sent to participants age 70 1/2. Determine whether the employer is eligible
to sponsor a 403(b) plan.

Standard (Non-IT) Audit Program

Comments

2016-10-14 17:08:49 -0400

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Posted by raman.georges

2015-08-17 05:37:14 -0400

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Posted by Laba

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