Helping Nonprofits Ease Into Daunting New Reporting Requirements

The Principal is providing 403(b) plan sponsors with:

* 2008 Life Count Package: helps verify all members are reported on Form 5500 and determines if the plan is large enough to require an independent audit
* Audit Package2: Gives the plan sponsor a snapshot of the data we provide to help them with future audits including financial information necessary for a limited scope audit.
* Expanded Form 5500 Packet: Helps familiarize plan sponsors with the type of information they will need to verify and what missing data they will need to provide for a complete Form 5500 report