IRS Video:
403(b) Annuities: What Educational Employers Need to Know to Do Their Jobs

Distributed by ASBO International in Streaming Video

Join IRS tax law specialists Robert J. Architect and Benise Ungar for a 60-minute step-by-step explanation of what school business officials need to know and do to achieve district compliance with the final 403(b) regulations issued in July 2007.  

Learn how to create a written plan, determine participant eligibility, handle transfers and exchanges, and keep abreast of the new responsibilities that fall to school districts.

The presentation includes a downloadable PDF copy of Revenue Procedure 2007-71, slide handouts, and links to documents referenced on the IRS Website.  Browse the links below.

Presenters:
Robert J. Architect, Senior Tax Law Specialist, Employee Plans, Internal Revenue Service
Benise Ungar, Tax Law Specialist, Employee Plans, Internal Revenue Service
  

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Additional Materials

Browse the following links for downloads that accompany the video presentation.

 Download the handout for the video presentation ( 148K .PDF file)
From 403(b) Annuities: What Educational Employers Need to Know to Do Their Jobs

 Download IRS Revenue Procedure 2007-71 ( 100K .PDF file)

Browse the Weblinks below for consecutive sections of the IRS' final 403(b) regulations.

ASBO International's Live Learning Center offers 5½ hours of 403(b) education on the final regulations from the 2007 Annual Meeting. Whether you were an attendee or not, you can access the Live Learning Center whenever you have time.  Browse the links below.

Other IRS and Government Resources on 403(b) Regulations are also available in this section of the ASBO Website.

 You can also go to www.irs.gov/newsroom for the latest from the IRS' newsroom.

Weblinks

Browse the following links to jump to each section of the 403(b) final regulations ( .PDF document TD 9340) on the IRS Website:

  1. 1.403(b)-11(a)
  2. 1.403(b)-11(b)-(d)1.403(b)-11(e)-(g)
  3. 1.403(b)-3(b)(3) and 1.403(b)-3(d)(1)(i)&(ii) 
  4. 1.403(b)-3(a)(4)-(8)
  5. 1.403(b)-3(d)(2)
  6. 1.403(b)-4(c)(3)(iv)
  7. 1.403(b)-4(c)(5) examples 4, 11 and 12
  8. 1.403(b)-4(b)(2)
  9. 1.403(b)-3(b)(4)(ii)
  10. 1.403(b)-4(e)(2)
  11. 1.403(b)-4(e)(5) & 1.403(b)- 4(e)(9) examples 1&2 
  12. 1.403(b)-4(d)(1)
  13. 1.403(b)-4(d)(2) examples 1, 2, and 3
  14. 1.402(g)(3)-1(b)
  15. 1.403(b)-6(d)(2)
  16. 1.403(b)-5(b)(1)
  17. 1.403(b)-5(b)(2)
  18. 1.403(b)-5(b)(3)
  19. 1.403(b)-5(b)(4)(ii)(A)
  20. 1.403(b)-5(b)(4)(ii)(E)
  21. 1.403(b)-5(b)(4)(iii)(B)
  22. 1.403(b)-11(d)(1)&(2)
  23. 1.403(b)-8(b)
  24. 1.403(b)-8(c)(2)
  25. 1.403(b)-6(g)
  26. 1.403(b)-10(b)(1)
  27. 1.403(b)-10(b)(2)
  28. 1.403(b)-10(b)(3)

403(b) Sessions from Toronto in 2007

ASBO recorded 5½ hours of 403(b) education from the experts at its 2007 Annual Meeting in Toronto.  Recordings of four of those sessions are available now in the Live Learning Center — browse the following links:
 
IRS View of the Final 403(b) Regulations and Their Impact on Public Schools (DG79)

Final 403(b) Regulations: Expert Panel Overview (DG76)

Final 403(b) Regulations Are Here: What Do You Need To Do Now? (DG69)

Final 403(b) Regulations: Expert Panel Insights plus Q and A (DG74)

 
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ASBO International thanks these Platinum-level sponsors for their 403(b) resources:
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