MBA 403(b)
New 403(b) Compliance Information
If your ministry hasn’t completed the compliance documents required by IRS regulation, please call 1.800.622.7526 to complete the easy step- by- step process as soon as possible. There may be serious repercussions of not having a written plan and following 403(b) regulations.
The IRS is establishing new correction program procedures under the Employee Plans Compliance Resolution System (EPCRS) for 403(b) plans that are not in compliance with the new regulations. The details on the EPCRS program will be announced at a later date. If you would like an email alert when this information is available, please submit your information below.
This information and the information contained in links are not considered legal or tax advice. AG Financial Solutions and MBA are available to give guidance and assistance to your ministry but we recommend you consult your own tax and legal advisors.
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