WELS Shepherd Plan Solution
Synod to Provide WELS Organizations a Solution
to New 403(b) Regulations
In July 2007, the IRS released final regulations under Section 403(b) of the Internal Revenue Code (the "Code"). The regulations are effective January 1, 2009. Congregations and schools need to be aware that the new regulations require employers monitor certain aspects of the 403(b) arrangements in which their employees participate or to which they contribute on behalf of their employees.
Learn all about 403(b) for individuals or organizations by clicking on the appropriate button below.
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Recent Updates
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403b_Q&As_for_Shepherd_Plan_Solution_(updated_10-12-09)
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WELS ELS Shepherd Plan Morningstar Fund Sheets (6-30-09)
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WELS ELS Shepherd Plan Morningstar Fund Sheets (3-31-09)
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Recent Updates
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403b_Q&As_for_Shepherd_Plan_Solution_(updated_10-12-09)
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WELS ELS Shepherd Plan Morningstar Fund Sheets (6-30-09)
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WELS ELS Universal Availability Notice 8-14-09
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