403(b) Resource Center
NAGDCA 403(b) Glossary of Terms
403(b) Pre-Conference Workshop
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Adapting and Complying in the New 403(b) Environment Webcast
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This webcast offered participants an overview of the current 403(b) environment from both the IRS and plan administrator perspectives. Topics included common questions heard from plan administrators, IRS exam activities, compliance with 403(b) regulations, etc.
Websites:
- 403(b)wise
- 403(b) mini courses for employers - Presentations on operating 403(b) plans and how they work
- American Society for Healthcare Human Resources Administration (ASHHRA)
- Association of School Business Officials International (ASBO)
- Department of Labor's Reporting and Coverage for 403(b) Plans – including FAB 2010-01
- Department of Labor website, Meeting your Fiduciary Responsibilities
- IRS Group Trust Rules Modified
- IRS website, Retirement Plans FAQs regarding 403(b) Tax Sheltered Annuity Plans
- IRS website, (Form 886-A) EPCU – Current Project – 403(b) Universal Availability Higher Education
- IRS Publication 571, Tax-Sheltered Annuity Plans for Employees of Public Schools and Certain Tax-Exempt Organizations
- IRS Publication 575, Pension and Annuity Income
- IRS Publication 4484, Choose a retirement plan for employees of tax-exempt and government entities (schools, hospitals, churches, charities)
- IRS Publication 4483, 403(b) Tax-Sheltered Annuity Plan for Sponsor
- IRS Publication 4482, 403(b) Tax-Sheltered Annuity for Participants
- IRS Publication 3066, Have you had your check-up this year? for Retirement Plans
- IRS Publication 4546, 403(b) Plan Checklist
- IRS Publication 4530, Designated Roth Accounts under a 401(k) or 403(b) Plan
- National Tax Sheltered Accounts Association (NTSAA)
- Overview of the final 403(b) Regulations (including a link to the actual regulations)
- Pensions & Investments article, “403(b) plans looking more like 401(k) plans survey shows”
Examples of sites schools districts/state systems set up:
- Plan Education Portal for Employees of Montgomery County Public Schools http://mcps.yourplan.info/
- Plan Education Portal for California School Districts http://yourplan.calstrs.com/select/Login