Egtrra updating plan documents

Our 457 Plan Service includes: Prices listed on the Order Form reflect one time charges.

If you’re a tax-exempt organization, you should consider establishing a 457(b) plan for your management and highly compensated employees!

In addition, highly compensated employees of eligible organizations - either governmental or tax-exempt - now can defer under both a 457(b) plan and a 401(k) or 403(b) plan (doubling the amount of deferrals).

The supporting forms package includes a summary document that captures the provisions of the plan in a format similar to an SPD.



Sun Gard can help you expand your business, by expanding your product line.Alternatively, you may purchase the new 457(b) language module which will allow you to produce Adoption Agreements, Basic Plan Documents and all supporting forms for prototype-formatted 457(b) plans.


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