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ComplyNow Home

Employers who offer 403(b) plans have a responsibility to follow IRS guidelines for administrative and record keeping tasks to keep their plans in compliance with regulations. ComplyNow is designed to help plan sponsors and employees understand  and effectively manage their 403(b) retirement savings plan.

A carefully and thoughtfully managed retirement plan should withstand the scrutiny of a potential IRS audit. At the same time, a well-designed plan can help improve your employees' financial wellness, productivity and sense of loyalty. Properly implementing and managing your plan, therefore, benefits both you and your employees.


 

The MetLife ComplyNow Program covers three key focus areas designed to help you meet IRS requirements and allow you to provide a valuable long-term employee benefit to your workforce:

  1. Proper Plan Implementation and Documentation
  2. Comprehensive Employee Communications
  3. Ongoing Plan Operation and Monitoring

At MetLife, we're committed to providing you with the tools and resources that will help you make the important decisions necessary to effectively implement and manage your 403(b) plan.  The MetLife ComplyNow Program focuses on helping you build a 403(b) plan that meets your goals and objectives, as well as those of your employees - now and into the future.

 

 

To learn more about how MetLife can help you effectively implement and manage your 403(b) plan, call 877-638-7526 to have a MetLife financial services representative contact you.

This web site is designed as a resource for employees and employers concerning information related to 403(b) programs. The MetLife ComplyNow Program only addresses certain §403(b) compliance responsibilities and does not address all aspects of 403(b) plan compliance. The employer retains responsibility for the compliance of its 403(b) plan under applicable law.

 

 

MetLife is prepared to help §403(b) employers understand the impact of the regulations on their plan in compliance with current regulations. The following resources can help you gain a better understanding of the final regulations.

MetLife Resource Center

Internal Revenue Service

ASBO International

U.S. Department of Labor

 

Any discussion of taxes is for general informational purposes only and does not purport to be complete or cover every situation. MetLife, its agents and representatives may not give legal, tax or accounting advice and this document should not be construed as such. Clients should confer with their qualified legal, tax and accounting advisors as appropriate.”

Insurance and annuity contracts contain exclusions, limitations, termination provisions, holding periods, surrender charges and terms for keeping it in force. A MetLife representative can provide you with costs and complete details.

MetLife Resources is a division of Metropolitan Life Insurance Company, New York, NY 10166. Securities and investment advisory services are offered through MetLife Securities, Inc. ("MSI") (member FINRA/SIPC) a registered investment advisor, 1095 Avenue of the Americas, New York, NY 10036. MLIC and MSI are MetLife companies.

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