For the first time in tax history, as of January 1, 2010, all non-profits--including religious organizations--, must comply with new IRS 403(b) regulations or risk plan termination, possibly subjecting their employees’ retirement assets to tax, penalties, and interest. Is your ministry prepared? The Summit Center's new 403(b) compliance package will protect your ministry. To find out more information or order the package, click here.
Order Summit Center Retirement Plan Package
Package Pricing:
After November 1, 2009: $699 Still on Sale for $499!
Package includes:
Master Plan Document
This is the formal Master Plan Document which the IRS requires by 12/31/09 to avoid the government-mandated closure of your 403(b) accounts. It is highly technical and detailed, approximately 32 pages in length, with legal language specifically addressing your organization's retirement plan.
The Summit Center MPD was created by Fox, Rothschild LLP, Attorneys at Law. Fox, Rothschild have 14 offices nationwide, including offices in Philadelphia, New York City, and Los Angeles.
Adoption Agreement
This is the legal document which the IRS requires that your organization sign to formally “adopt” the Retirement Plan Document. The signing of this document offically provides retirement benefits for your employees in a manner complying with new IRS regulations and states your organization's commitment to the new plan's terms, provisions, and conditions.
Universal Availability Annual Notice
This document must be provided to all eligible employees each year to advise them that they have the right to contribute their own funds to the plan. Failure to provide this notice can also result in plan termination. The customized Annual Notice included in the package will ensure that your ministry meets the requirements of the new IRS regulations.
Three steps to bringing your organization into compliance:
Place order.
Place order and pay for your Summit Center 403(b) Retirement Plan Package. Choose one of the payment methods below:
Contact the Summit Center at 215.368.7538, ext. 139, or by e-mail at This e-mail address is being protected from spambots. You need JavaScript enabled to view it
to place order and arrange for payment.
NLC 2009 Attendees: Receive a $100 discount! Contact us for more information.
Work with Summit Center staff to develop your organization's customized retirement plan.
Once your payment is received, Nick Yzzi or Summit staff will contact you to to develop a plan customized to the unique needs of your specific ministry. Nick Yzzi is a CPA, served as the financial administrator of Calvary Baptist Church for 19 years, and was an IRS agent.
Sign your documents to protect your organization.
The Summit Center will build your organization's 403(b) master plan package and deliver it to your door, saving your ministry many hours of complicated research and thousands in legal expenses--and protecting your employees' investments.
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