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New Book on 403(b) Essentials Published


SANTA BARBARA, CA, March 15, 2017 -- Have you ever heard of a 403(b) book or course that educates the employer on the operational nuances, compliance requirements and government reporting for 403(b) plans?

That's because 403(b) Essentials for the ERISA Plan is the first one!

The non-profit world now has a book written to assist them in the how-to's of operating a 403(b) plan. Simply including employer funded contributions, such as match or pension contributions, in a 403(b) plan automatically subjects the plan to complicated regulations (ERISA). This book is dedicated to assisting the plan sponsor (employer) in understanding the nuances of operating their ERISA 403(b) Plan. Every organization that offers their employees a 403(b) plan needs this book. Whether you are a Director, the CEO, an HR specialist, a payroll specialist or even a board member, this book will clarify what you need to do to fulfill your 403(b) responsibilities of plan compliance and operation.

The book covers topics such as plan document requirements, terminology, Form 5500 filings, nondiscrimination testing, participant loans, eligibility, deadlines, fixing mistakes and so much more. The information is presented in simple and concise terms. There are 27 chapters, 10 appendices, sample forms and checklists, too.

Barbara Klein has written 403(b) Essentials for the ERISA Plan, a book that is designed for individuals and board members tasked in overseeing the 403(b) plan for the organization. Barbara states, "Training for the employer on operating a 403(b) plan is almost impossible to find for organizations offering a 403(b) plan to their employees, especially those subject to ERISA."

Author, Barbara Klein, explains the ABC's of operating a 403(b) plan from the employer's perspective. Complex laws and complicated regulations can make your head spin - but, Barbara has the unique ability to simplify and explain how they impact and affect operations of the 403(b) plan. Barbara has over 35 years' experience in the retirement plan industry. Her breadth of knowledge crosses through many of the retirement industry roles. She has combined this expertise in a book that truly is essential for any organization that has a 403(b) plan.

403(b) Essentials for the ERISA Plan (300 pages, 8.5" x 11" paperback, $44.95 each) is available on Amazon.com and 401kEssentials.com.


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