Basic 403(b) Education Needed

[sloble@crowleyfleck.com]

Looks like I'll be working with 403(b)s and I have very little experience with them. Can anyone point me to some good resources to star educating myself--preferably free/internet.

[Appleby]

See IRS Publication 571 at http://www.irs.gov/pub/irs-pdf/p571.pdf

[Lori Friedman]

Here's a proprietary publication that's very concise and helpful:

http://www.aspenpublishers.com/Product.asp...t_id=0735531781

[GBurns]

In what context will you be working? Administration, selling plans, selling product within the plans?

[Guest Yanikoski]

I'm partial to the 403(b)/457 Primer Plus, by Ellie Lowder and Kristi Cook. Although other references do a great job of explaining the rules, the Lowder/Cook publication puts them in context and gives advice about a large variety of situations in plain English. If you sign up for the update service, you will receive updates in the mail from time to time. You can order it from the National Tax Sheltered Accounts Assoc. website (www.ntsaa.org).

[sloble@crowleyfleck.com]

Thanks for the helpful resources. GBurns--I will be working with other attorneys to advise about the legal requirements, update plan documents, etc.

[GBurns]

Well then the references that were given will give you what you need. I would lean towards the book by Ellie Lowder and Kristi Cook.