403b Forms & Worksheets

With this new 403(b) Answer Book: Forms and Worksheets , you'll have access to hundreds of practice-tested forms and worksheets that can be used in every area of administering 403(b) plans. You'll find the tools you need for: * Forming and qualifying a plan * Calculating eligibility and participation requirements * Determining contribution and benefit limits * Determining distribution requirements * Administering and operating the plan * Reporting to government agencies * Testing for anti-discrimination Each form is explained and annotated with practical comments and, when applicable, alternative forms are supplied so you can easily tailor forms for your specific situation. Plus, the book is fully cross-referenced to the 403(b) Answer Book and contains a powerful spreadsheet program on disk with the Tax-Sheltered Annuity Calculator and Maximum Exclusion Allowance Analyzer.