Section 403(b) Compliance Guide for Public Education Employers
eBook - ePub

Section 403(b) Compliance Guide for Public Education Employers

  1. English
  2. ePUB (mobile friendly)
  3. Available on iOS & Android
eBook - ePub

Section 403(b) Compliance Guide for Public Education Employers

About this book

Whether employers are self-administering their 403(b) plans, or are using a Third Party Administrator (TPA), the in depth information in this book will provide a guide to the regulations, and the tools needed to correctly operate the plan. Busy School Business Officials can use this guide with payroll or Human Resources personnel to train them in the proper day to day operation of the plan and avoid the pitfalls that would create plan violations. The material is invaluable in maintaining oversight of the TPA, and the providers of product and investments. SBOs using previous editions of the book have reported that its use has provided an "all in one" resource for a step by step program to a worry-free 403(b) plan that benefits both the employer and the employees in this time of concerns about basic pension and social security benefits." The 4th edition contains all available guidance at press time, including the IRS document approval program, and correction procedures for plan failures.

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Yes, you can access Section 403(b) Compliance Guide for Public Education Employers by Ellie Lowder in PDF and/or ePUB format, as well as other popular books in Education & Education Administration. We have over one million books available in our catalogue for you to explore.

Information

Publisher
R&L Education
Year
2013
eBook ISBN
9781610485043
Edition
4
Topic
Education
Subtopic
Education Administration

Table of contents

  1. Contents
  2. Reader’s Note; Disclaimer
  3. Chapter 1: Introduction: What Is in This Guide?
  4. Chapter 2: Overview: Final Regulations; Extension of Written Plan Adoption Date
  5. Chapter 3: What Are the Employer’s Options to Comply?
  6. Chapter 4: Avoiding Compliance Responsibilities
  7. Chapter 5: Structuring and Adopting the Written Plan; Understanding the Inclusion of Nongrandfathered Orphan Accounts
  8. Chapter 6: The Internal Revenue Service Plan Approval Program
  9. Chapter 7: ERISA and Fiduciary Issues
  10. Chapter 8: Selecting and Deselecting Investment and Product Providers and Third-Party Plan Administrators
  11. Chapter 9: Tax-Free Transfers, Exchanges, and Rollovers
  12. Chapter 10: The Basic Rules for 403(b) Plans
  13. Chapter 11: Types of 403(b) Contributions Permitted; Limits and Coordination with 457(b) Plans
  14. Chapter 12: Avoiding Violation of the Universal Availability Requirement
  15. Chapter 13: Employer Contributions
  16. Chapter 14: Communicating with Your Employees
  17. Chapter 15: IRS Audits, Corrections, and Compliance Projects
  18. Chapter 16: The Basics of Governmental 457(b) Plans
  19. Chapter 17: 403(b) Compliance Checklist
  20. Chapter 18: 457(b) Compliance Checklist
  21. Chapter 19: Forms and ASBO Resources
  22. About the Author