403(b) Plan Documents Available From ftwilliam.com

Plan document provider ftwilliam.com has released two new 403(b) plan documents, updated with the 2007 final regulations.

The documents, which include context sensitive help buttons, all forms and amendments, streamlined data import and export and extensive online error correction, are:

  • a full-scope 403(b) plan document with an ERISA/non-ERISA option that allows sponsors (including churches, non-profits, or public schools) to provide matching, non-elective contributions and elective deferrals, and
  • a limited-scope, non-ERISA 403(b) plan document which allows for elective contributions.

The documents are included in the ftwilliam.com annual retirement plan document subscription or may be purchased on a per plan basis for $175/plan.