403(b) Publications and Other Resources
ASBO International offers the following publications focused on 403(b) retirement issues.
For additional publications, check out the ASBO Catalog section of the Rowman & Littlefield Education Website. ASBO members get a 20% discount on books from RLE.
School Business Affairs magazine has also featured articles on retirement benefits and related topics.
New Suite of 403(b) Resources
Take charge of your district's retirement plan responsibilities with ASBO's new 403(b) resources, a suite of educational tools and samples that will help you understand, organize, and implement each step of your district's 403(b) plan.
The following tools are available on the main page of the 403(b) Web Resource Center.
- 403(b) Action Plan Checklist and Timeline for Compliance by 2009
- 403(b) Services and Service Provider Options: Reference Guide and Responsibility Matrix
- Sample Questions to Guide Selection of Potential 403(b) Service Providers
- Investment Provider Service Agreement
- 403(b) Plan Document for Public Education Organizations
- How a 403(b) Plan Helps You Save
- Salary Reduction Agreement for 403(b) Programs with Worksheets
- Sample 403(b) Information Sharing Agreement
Section 403(b) Compliance Guide for Public Education Employers, 2nd Edition
By Ellie Lowder, MCRS
Published January 2006
Paperback and Clothbound
Get ordering information.
The Internal Revenue Service has been actively auditing the TSA/403(b) programs of public school districts for several years, and has indicated that the audits will continue until IRS Field Examiners routinely find that employers have compliance practices and procedures in place. Thus it's important that school business officials actively pursue compliance initiatives.
It's equally important that compliance practices and procedures be amended to reflect the substantial changes contained in the Economic Growth and Tax Relief and Reconciliation Act of 2001 (EGTRRA) and subsequent IRS guidance.
The second edition of the Section 403(b) Compliance Guide includes the new Roth 403(b) and severance pay rules, post-EGTRRA compliance programs, and all available regulatory changes as of June 30, 2005. It's designed to help busy officials and their staff update already-established compliance programs, which will substantially reduce the impact of an IRS audit.
View/download the Table of Contents as a four-page sample in .PDF (Adobe Acrobat) format (50K file).
View/download Chapter One, "Frequently Asked
Questions" as a six-page sample in .PDF (Adobe Acrobat) format
To get your member discount, type "ASBO20" into the promotional code
field on the order form.
To order, open Rowman & Littlefield's online book
Or, call Rowman & Littlefield Education toll-free at 800/ 462-6420 to place an order.
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