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: Shepherd Plan Solution - 403(b) Organizations
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403(b) Solution for Organizations
Introduction
Shepherd Plan Solution On-Line Access
Shepherd Plan Solution Telephone Access
403(b): WELS Shepherd Plan Solution
Enrollment Documents
Enrollment instructions for all synod organizations 6-09
WELS Joinder Agreement with 8 or less employees (G75859)
WELS Joinder Agreement for entities with 9 or more employees (G75860)
Cost Information Document WELS and ELS
Information Sharing Agreement AUL
WELS ELS Cover Letter for Enrollment
Census Format Jan 2009
Additional Information
403b_Q&As_for_Shepherd_Plan_Solution_(updated_10-12-09)
WELS ELS Universal Availability Notice 8-14-09
WELS ELS Shepherd Plan Morningstar Fund Sheets (6-30-09)
WELS ELS Shepherd Plan Morningstar Fund Sheets (3-31-09)
WELS ELS Shepherd Plan Morningstar Fund Sheets (12-31-08)
WELS ELS Shepherd Plan Morningstar Fund Sheets (9-30-08)
What the New 403(b) Regs Mean to You (2009 Overview)
WELS 403(b) Regulations
Links
Shepherd Plan Solution - Main page
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