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Non-ERISA-Covered 403(b) Plans Request for Proposal Guide 1ST EDITION July 2008 SHAPING AMERICA S RETIREMENT Introduction The SPARK Institute developed this Request For Proposal (RFP) Guide to help
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Non-ERISA-covered 403(b) plans request refers to a request for information related to retirement savings plans that are not regulated under the Employee Retirement Income Security Act.
Employers or plan administrators of non-ERISA-covered 403(b) plans are required to file the request.
The request can be filled out by providing all necessary information about the non-ERISA-covered 403(b) plan, including details about contributions, participants, and investments.
The purpose of the request is to provide transparency and regulatory oversight over retirement savings plans that are not covered by ERISA.
Information such as plan contributions, participant details, investment options, and other relevant data must be reported on the request.
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