403(b) Plan General Information and Bulletins

General 403(b) Plan Information

• Administrative and Common Remitting Procedures
• Data Requirements Template
• 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.
• Hardship Withdrawal Availability Guidelines
• Transaction Routing Form
  Submit this completed form along with all appropriate investment provider paperwork pertaining to your transaction request.
• Authorized Signer List
• Data Collection Cover Letter
• 2011 Compliance Testing Data Requirements
  Please submit your 2011 Data Requirements file to MidAmerica by February 15, 2012, in order that we can accomplish all compliance testing by March 31, 2012. This will allow time for us to complete any necessary corrective actions on your behalf by the April 15, 2012 deadline.

403(b) Bulletins

• volume XXII – 02.01.12
• volume XXI – 11.09.11
• volume XX – 12.10.10
• volume XIX – 10.14.10
• 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