A news release said the Employee Retirement Income Security Act (ERISA) and non-ERISA documents comply with the IRS’s final 403(b) regulations.
“The new 403(b) regulations take effect January 1, 2009, leaving providers with the opportunity to provide a valuable service to their nonprofit clients,” said Martha Kirwin, McKay Hochman’s Director of Document Compliance, in the announcement. “Providers will benefit by generating a reliable 403(b) plan document through McKay Hochman’s online document creation system, the 401kPortal.”
The company said clients can purchase unlimited use or use the documents on a one-time basis.
More information is available at www.mhco.com.