Plan Operations

PLAN OPERATIONS

There are 128 steps to operating an ERISA 403(b) plan on an annual basis. For a non-ERISA plan, it can be up to 107 steps. 1

Do you have the time, the knowledge and the tools to oversee your employee benefits plan while always acting solely in the best interests of your employees and also avoiding legal pitfalls and penalties?

Verity can help you lift the weight of the complexity of plan operations by providing collaborative management tools that build accountability and transparency into each of those 128 steps. Our checklists take the guess work out of operational management.

1 PenServ 403(b) IRS approved plan checklists