ADSERV will provide you with written Plan Administrative Procedures to help you make the transition to utilizing a third party administrator and to keep your plan in compliance with current rules and regulations. These procedures include how to complete the necessary forms to use ADSERV’s common remitter service,  how to take advantage of electronic filing and remitting, who to call or e-mail for questions regarding remittances, MAC limits and other technical assistance.

For Employer Contributory 403(b) plans maintained by 501(c)(3) non-profit organizations (other than public schools and churches), the procedures outline in detail the safe harbor rules for discriminatory testing and reducing fiduciary responsibility by providing adequate investment choice and employee education.

The Plan Administrative Procedures also include a self-audit checklist.