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.
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