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Employer Resources

Look here often for items that can help you set up and maintain your employee retirement plans.

Non-Profit

  • For 403(b) Plan Sponsors: Be Aware of Common Mistakes
    This IRS publication can help you, as a 403(b) Plan sponsor, be complaint with the law, maximize your employees' retirement benefits and avoid additional taxes and penalties.
  • For 403(b) Plan Participants: Be Aware of Common Mistakes
    Alert your 403(b) plan participants about this IRS publication that helps them be complaint with the law, maximize their retirement benefits and avoid additional taxes and penalties.
  • IRS 403(b) Plan Checklist
    It's always a good idea to review the requirements for operating your 403(b) retirement plan each year. Use this IRS checklist to help you keep your plan in compliance with many of the important rules.
For-Profit

For more information contact service@dearborncreggs.com
281-277-6400
Advisory Services and Securities offered through Lincoln Investment Planning, Inc. Registered Investment Advisor, Broker/Dealer, Member FINRA/SIPC. Lincoln Investment Planning, Inc. and Dearborn & Creggs are independently owned and each is responsible for its own business.

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