News Archive: Dealing With The New Annual Report And Audit Requirements For ERISA-Covered 403(b) Plans

For Immediate Release:
October 03, 2008
Contact:
Jesus Guijarro and Jeff Chang
(925) 210-2180
jguijarro@rina.com

"You Mean We Have to Count The Cats"

In an earlier article (see Managing Your 403(b) Plan - It's Like Herding Cats), we likened managing many employers' 403(b) plans to herding cats. And now for those not-for-profits with 403(b) plans that are subject to ERISA, it's time to count the cats. This article walks affected employers through the process of dealing with the requirement of filing a Form 5500 and, if the plan is large enough, having an independent audit conducted.

Click Here to view full article.

Jeffrey C. Chang, Shareholder
Chang, Ruthenberg & Long
(916) 357-5660
jcc@seethe benefits.com.