Monday, January 22, 2007

McKay Hochman, the PPA and 403(b)

McKay Hochman issued in October a well-done summary of the PPA provisions affecting 403(b). You can find it at:

http://www.mhco.com/Commentary/2006/PPA_403b_091406.htm

They also issued a nice summary of PPA particpant notice requirements at:

http://www.mhco.com/Commentary/2006/PPA_Disclose_Notice_083106.htm

And a terrific chart on rollovers between plan types at:

http://www.mhco.com/Charts/Rollover_011206.htm

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