403(b) Annuities: What Educational Employers Need to Know to Do Their
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.
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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Is your school district a member? Not only does ASBO guide schools on 403(b) compliance, we’ve got the resources you need on technology, transportation, facilities maintenance, budgeting, purchasing — all aspects of school business management. With membership, your district will benefit from award-winning publications, premiere professional development, a network of more than 5,500 leaders in the profession, Web resources, and more.
Browse the following links for downloads that accompany the video presentation.
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.
Browse the following links to jump to each section of the 403(b) final regulations ( .PDF document TD 9340) on the IRS Website:
- 1.403(b)-3(b)(3) and 1.403(b)-3(d)(1)(i)&(ii)
- 1.403(b)-4(c)(5) examples 4, 11 and 12
- 1.403(b)-4(e)(5) & 1.403(b)- 4(e)(9) examples 1&2
- 1.403(b)-4(d)(2) examples 1, 2, and 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)