Tip of the Day

New 403(b) regulations will take effect on Jan. 1, 2009, requiring organizations to review their current retirement plans, and in many cases, dedicate resources to making changes to meet compliance standards. To aid plan sponsors' preparations, Lincoln Financial has prepared a 403(b) questionnaire to gauge your readiness to comply with the new rules.

Click below for additional EBN coverage on the coming changes to 403(b)s.
- New 403(b) assistance tool may clear up compliance confusion
- New regs impact 403(b)s
- Schoolhouse rocked: Significant changes to 403(b) regulations mean more homework for school systems, nonprofit employers