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This part of 403(b) University offers plan managers clear step-by-step instructions for dealing with the administrative intricacies of 403(b) plans. We invite you to follow these steps to keep your plan and your paperwork up-to-date and in compliance with regulations. And if you have questions, feel free to contact us. What kind of organization are you? Public Education Public Healthcare/Government/Church Private Tax-Exempt Employers Guided Self Administration: Overview with Retirement Manager Compliance Essential Public Education Public Education: Steps 1-3 Checklist Overview Solutions for Public Education Step 1: Service Provider Agreements Step 2: Plan Document Adoption Agreement Step 3: Plan Administration Items Public Healthcare/Government/Church Solutions for Public Healthcare/Government/Church Private Tax-Exempt Employers Solutions for Private Tax-Exempt Employers Step 1: Determine Your Plan Status ERISA Non-ERISA Step 2: Finalize Qualified Service Provider Agreements Step 3: Execute Plan Document and Send Copy of Document and Approved Vendor List to Approved Vendors Step 4: Review and Finalize Ongoing Administrative Procedures Sample 403(b) Plan Document for Non-ERISA Tax Exempt Employers Non-ERISA Tax Exempt 403(b) Document