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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
 

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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

Overview

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.

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:
9781610485043
Publisher:
R&L Education
Publication date:
12/01/2013
Sold by:
Barnes & Noble
Format:
NOOK Book
Pages:
110
File size:
662 KB

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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