Helpful Links
IRS Resources
- Publication 571 – An easy to read reference explaining high level 403(b) requirements.
http://www.irs.gov/publications/p571/index.html
- An overview of the final 403(b) regulations
http://www.irs.gov/retirement/article/0,,id=172431,00.html - Regulations published by the Department of Treasury, July 2007
http://www.irs.gov/pub/irs-tege/td9340.pdf - A pamphlet specific to Plan Sponsors of 403(b) plans. http://www.irs.gov/pub/irs-pdf/p4483.pdf - IRS 403(b) Resource Center
http://www.irs.gov/retirement/article/0,,id=172430,00.html - Information about the Universal Availability project underway by the Employee Plans Compliance Unit (EPCU). http://www.irs.gov/retirement/article/0,,id=171019,00.html Other Resources - National Tax Sheltered Accounts Association (NTSAA) - A not for profit organization dedicated to the education and development of 403(b) and 457 retirement plans http://www.ntsaa.org//AM/Template.cfm?Section=Home7&WebsiteKey=be06e415-9983-4900-b69f-9ca209ced08c - Association of School Business Officials International - Provides a free 403(b) resource center. Great information on TPA’s, Plan Sponsor requirements, plan documents. http://asbointl.org/index.asp?bid=9709
