Lay Defined Contribution Adoption Agreement
Send your updated agreement now
To accept contributions to the Defined Contribution plan in 2010, CPG must receive an updated Adoption Agreement from each participating employer this year.
The Adoption Agreement is necessary to comply with new IRS regulations for Section 403(b) plans taking effect January 1, 2010.
These regulations will require increased employer oversight. Failure to provide proper oversight may put your employees' accounts at risk of immediate taxation.
The Church Pension Fund will provide substantial support to our plan participants.
Agreement and FAQs
| Downloads | View |
|---|---|
| Employer's Guide & Applications |  |
| Sample 403(b) Annual Notice for Non-Qualified Church Organizations |  |
| New 403(b) Regulations: Frequently Asked Questions | |
Need help?
Call Pension Services
(866) 802-6333
Monday - Friday
8:30 a.m. to 7 p.m. (Eastern)
or email us
*Our online documents are available for immediate download and viewing using Adobe's FREE Acrobat Reader.