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Benefits in the News > By Subject >

403(b) plans


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[Opinion] 401(k) Plans Work If Employer Contribution Rates Are High
[Guidance Overview] What You Need to Know About Average Contribution Percentage Testing for 403(b) Plans
[Guidance Overview] Upcoming Compliance Deadlines for 403(b) Plans (PDF)
[Guidance Overview] 403(b) Plan Compliance Checklist
[Guidance Overview] The Approaching 403(b) Plan Document Deadline
[Guidance Overview] 403(b) Document Deadline Approaching
403(b) Prototype Likely to Allow for Vesting Schedules
EBSA Webcast to Address Form 5500 Issues
Health Care Organizations Hire Advisers / Change Plan Designs, According to Survey
[Guidance Overview] 403(b) Plans and EFAST2
[Opinion] A Response on 403(b) Plan Fees As Addressed in Recent GAO Report
[Guidance Overview] Chart of 415, Etc., Limits Updated for News Release IR-2009-94
[Guidance Overview] Regulation Deadline Approaches for Section 403(b) Plan Sponsors
[Guidance Overview] DOL Provides Reporting Relief for 403(b) Plans (PDF)
[Opinion] 403(b) Theft: How Employees and Employers Get Bilked
[Guidance Overview] Tax-Qualified Retirement Plans: Year-End Action Items and the HEART Act (PDF)
[Guidance Overview] IRS Answers to Questions on Taxability of Roth Conversions
[Official Guidance] Daniels-Hall v. National Education Association: Brief of Secretary of Labor As Amicus Curiae in Support of Defendants (PDF)
[Guidance Overview] IRS Guidance on Accrued Leave Contributions to Qualified Retirement Plans
[Guidance Overview] Judge Rejects 403(b) 'Kickback' Suit
[Official Guidance] Text of IRS 'Employee Plans News' for Practitioners - Special Edition September 2009 (PDF)
[Official Guidance] Text of IRS 'Retirement News for Employers' - Special Edition September 2009 (PDF)
[Official Guidance] Text of IRS Notice 2009-75: Rollovers from Employer Plans to Roth IRAs (PDF)
[Official Guidance] Final IRS Regs: Reasonable Good Faith Interpretation of Required Minimum Distribution Rules by Governmental Plans (PDF)
[Guidance Overview] If a 403(b) Is Terminating in 2009, Must the Plan Be Restated for Final 403(b) Regulations Before Termination?
IRS Tool Teaches Employees about 403(b)s
Target-Date Funds for Government Retirement Markets?
403(b) Group Updates Best Practices
Important New Online Official Survey Asks How the New Retirement Plan IRS Determination Letter Process is Working, How It Might Be Improved
[Official Guidance] Summer 2009 Edition of 'Retirement News for Employers' by Internal Revenue Service (PDF)
Rebuilding 401(k) Retirement Savings: Three Stages of Rebuilding
[Guidance Overview] DOL Form 5500 Relief and IRS Proposed Prototype Plan Program May Ease Transition for 403(b) Plans (PDF)
Adviser Explains Reason for Rejecting 403(b) in Favor of SIMPLE IRA
[Opinion] ACLI Comment Letter to DOL Seeking 403(b) Plan Guidance (PDF)
Defined Contribution Plans for Nonprofit Organizations: Understand How New 403(b) Plan Requirements Compare to 401(k)s
[Opinion] Will SEC Ban Pension 'Pay to Play'? Rules Should Also Govern 457 and 403b Plans
[Guidance Overview] DOL's Limited Relief for Section 403(b) Tax Sheltered Annuity Arrangements' Annual Reporting Requirements
Public Access TV Station Rejects 403(b) in Favor of SIMPLE IRA
[Guidance Overview] 2009 Complicance Checklist for Governmental and Nonelecting Church Plans, Non-Erisa 403(b) Programs, 457 Plans, and Other Nonqualified Executive Benefit Plans Not Subject to ERISA (PDF)
[Guidance Overview] DOL's Form 5500 and Audit Relief for 403(b) Plans
[Guidance Overview] DOL Avoids A 403(b) Train Wreck With FAB 2009-2. A Learning Opportunity For the IRS?
[Guidance Overview] DOL's Transitional Relief for 403(b) Plan Form 5500 Annual Reporting and Audit Requirements (PDF)
[Guidance Overview] DOL Provision of Form 5500 Transition Relief for 403(b) Plans with Respect to Pre-2009 Contracts
[Guidance Overview] DOL Provision of Form 5500 Transition Relief for 403(b) Programs (PDF)
[Guidance Overview] DOL Provision of Some Form 5500 Relief for 403(b) Plans (PDF)
[Guidance Overview] 403(b) Plan Termination: Illusion or Reality?
Mediator to Decide School Officials, Union 403(b) Dispute in Indiana
[Guidance Overview] DOL Provision of 403(b) 5500 Relief
[Guidance Overview] DOL Provision of Form 5500 Reporting Relief for 403(b) Plans
[Official Guidance] Text of EBSA FAB 2009-2: Form 5500 Relief from Accounting for Most Pre-2009 403(b) Annuity Contracts and Custodial Accounts
PSCA Releases Its First Survey on IRC Sec. 403(b) Plan Target-Date Funds
2nd NAGDCA 2009 Survey of Defined Contribution Plans
[Guidance Overview] 403(b) Fiduciary Challenges Demand Applying ERISA in Unique Way
403(b) Plans: Best Practices for Multiple Vendor Plans Remittance and Census Data Elements (PDF)
Best Practices for 403(b) and Related Retirement Plans Information Sharing: Minimum and Comprehensive Data Elements (PDF)
Best Practices for 403(b) and Related Retirement Plans Information Sharing: Sample Files, Data Sharing Formats, and Coding 'Pipe Delimited' Data (PDF)
[Guidance Overview] Rules Regarding Section 415 Annual Additions for 403(b) Arrangements Are Similar to Those for Qualified Plans, but Different
Target Date Funds Increasingly Featured in 403(b) Plans, Survey Says
Nonbank Trustees and Custodians: IRS Web Page
[Guidance Overview] IRS Obsoletes Old 403(b) Guidance; Highlights Unique School Guidance

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