403(b) Plan General Information and Bulletins

General 403(b) Plan Information

• 2009 Compliance Data Requirements
  Please complete this data requirements spreadsheet and upload to MidAmerica by clicking on Forms and selecting 403(b) TPA Contribution Data from the right menu. Please note in the message field that this file contains your 2009 compliance testing data. This is required so that MidAmerica can perform your 2009 compliance and limits testing. Please submit this data by February 15, 2010.
• 2009 Compliance Testing Data Request
• Administrative and Common Remitting Procedures
• Hardship Withdrawal Availability Guidelines
• Transaction Routing Form
  Submit this completed form along with all appropriate investment provider paperwork pertaining to your transaction request.
• Universal Availability Notice – No Exclusions
  Use this version of the Universal Availability Notice if your plan does not exclude any employees from being eligible to participate.
• Universal Availability Notice – Limited Eligibility
  Use this version of the Universal Availability Notice if your plan contains exclusions which limits employee eligibility to participate.

403(b) Bulletins

• volume XVIII – 12.10.09
• volume XVII – 09.30.09
• volume XVI – 07.08.09
• volume XV – 05.11.09
• volume XIV – 03.30.09
• volume XIII – 03.02.09
• volume XII – 02.20.09
• volume XI – 02.10.09
• volume X – 01.29.09
• volume IX – 01.21.09
• volume VIII – 01.06.09
• volume VII – 12.19.08
• volume VI – 12.18.08
• volume V – 12.12.08
• volume IV – 12.10.08
• volume III – 12.08.08
• volume II – 12.04.08
• volume I – 10.06.08