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Section 403(b) Compliance Guide for Public Education Employers
     

Section 403(b) Compliance Guide for Public Education Employers

by Ellie Lowder, Eleanor A. Lowder
 

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For several years, the IRS has been auditing public school districts', TSA/403(b) programs and has indicated that these audits will continue until IRS field examiners routinely find that employers have compliance practices and procedures in place. Thus, school business officials must actively pursue compliance initiatives. It is imperative that compliance practices

Overview

For several years, the IRS has been auditing public school districts', TSA/403(b) programs and has indicated that these audits will continue until IRS field examiners routinely find that employers have compliance practices and procedures in place. Thus, school business officials must actively pursue compliance initiatives. It is imperative that compliance practices and procedures are amended to reflect the substantial changes contained in the Economic Growth and Tax Relief and Reconciliation Act of 2001 and subsequent IRS guidelines. The second edition of the Section 403(b) Compliance Guide for Public Education Employers includes the new Roth 403(b), as well as all available regulatory changes as of June 30, 2005. It is designed to help busy officials and their staff update already established compliance programs, which will substantially reduce the impact of an IRS audit.

Editorial Reviews

Reference and Research Book News
Consultant Lowder takes into account all regulatory changes as of 30 June 2005 for this handbook on post-EGTRRA compliance programs, including the new Roth 403(b) and severance pay rules. She starts with frequently asked questions, then takes a regulatory overview and describes IRS examination guidelines and audits.

Product Details

ISBN-13:
9781578863921
Publisher:
R&L Education
Publication date:
02/20/2006
Edition description:
Second Edition
Pages:
94
Product dimensions:
5.60(w) x 8.60(h) x 0.20(d)

Meet the Author

Ellie Lowder is an independent consultant with over fifty years of experience in 403(b) plans, and is widely considered one of the foremost experts in retirement plans for public education employers.

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