What is Housing Allowance Understanding Housing Allowance for ministers The housing allowance provision allows a minister who is ordained, licensed, or commissioned to receive a portion of their compensation that is excluded from gross income and not subject to...
What is a Plan Document? Understanding Plan Documents Employer sponsored retirement plans, to include 401(k) plans and 403(b) plans, generally include a written plan document requirement. In other words, the plan must be in writing. Without an up-to-date Plan...
What is a 403(b) Prototype Plan? Understanding 403(b) Prototype Plans A 403(b) Prototype Plan is a defined contribution retirement plan designed to meet the requirements of Internal Revenue Code Section 403(b). The 403(b) Prototype Plan has a Prototype Sponsor (Envoy...
What is a 403(b) Prototype Plan? Understanding 403(b) Prototype Plans A 403(b) Prototype Plan is a defined contribution retirement plan designed to meet the requirements of Internal Revenue Code Section 403(b). The 403(b) Prototype Plan has a Prototype Sponsor (Envoy...
Using the Mobile App Mobile app FAQs 1. Who can use the mobile app? If you are a participant in our retirement plan(s). You may install and use the mobile app. 2. Is the app available for Employer/Plan Sponsor? No, the app is only available on the participant...
