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Change can be good...

With the challenges of the new 403(b) regulations comes the opportunity to improve your employees retirement future.

As you prepare for your expanded duties you can count on our service, technology and experience to assist you with the stewardship of the plan.

Under the new regulations, Plan Sponsors are required to execute a written Plan Document that provides operational and governing provisions of the Plan.

The Document needs to memorialize how you HAVE administered your Plan as well as how you INTEND to run your Plan going forward. You should seek the assistance of a professional to help you with the administrative review and drafting process. We can assist you with a professional review of your circumstances along with a properly configured custom Plan Documents, unique to your needs.

To the extent you wish to use the IRS model documents, 403b ASP offers a complete set of "specimen" documents within the Plan Establishment Kit. You can simply indicate the provisions and fill in forms using the check box options.

In addition to the Plan Document, the 403(b) Plan Establishment Kit includes:

> Service Agreements
> Operational Forms
> Plan Notifications

The Plan Sponsor Gateway enables you by providing complete online Plan management functions to ease administration and keep your Plan in compliance. The platform is easy to use and configured to the specifics of your Plan. It consolidates information into a single processing environment which also includes a customized login site.

Whether you choose to self administer your Plan or contract the services of a third party administrator the platform's structure enables you to assign users and designate system privileges. The online Sponsor Gateway gives you the effectiveness, flexibility and streamlined administrative processes, which reduce paperwork and the manual processing associated with running a 403(b) Plan including:

> Review of Plan provisions
> Maintain employee data & eligibility status
> Process Contributions to multiple investment providers
> View Plan activity and reports
> Post operational forms and notices
> Distribute important communications

To learn more about the powerful capabilities of the platform visit the System Features section of the site.