403(b) Tax Sheltered Account Resources

IRS – Plan now for the new IRS regulations, effective Jan. 1, 2009

http://www.irs.gov/retirement/article/0,,id=172430,00.html

Quick Links:

Ask Bob Architect- http://www.irs.gov/retirement/article/0,,id=172433,00.html

Overview of New IRS Regs.- http://www.irs.gov/retirement/article/0,,id=172431,00.html

Presentations, School Admin.- http://www.irs.gov/pub/irs-tege/403b_school_pres.pdf

Presentations, Technical- http://www.irs.gov/pub/irs-tege/403b_technical_pres.pdf

Publication 4482, Participants- http://www.irs.gov/pub/irs-tege/403b_school_pres.pdf; http://www.irs.gov/pub/irs-pdf/p4482.pdf

Publication 4483, Sponsor- http://www.irs.gov/pub/irs-pdf/p4483.pdf

Resources, Additional- http://www.irs.gov/retirement/article/0,,id=172874,00.html

Universal Availability- http://www.irs.gov/newsroom/article/0,,id=171528,00.html

Universal Availability, Compliance Letter/Survey- http://www.irs.gov/pub/irs-tege/letter1562_epcu.pdf#page=2

 

http://www.tasbo.org/PDFs/New%20403.pdf

http://www.asbointl.org/index.asp?bid=9709

TRS – Ensure compliance with TRS rules (based on state laws), effective Jan. 1, 2008

http://www.trs.state.tx.us/global.jsp?submenu=403b&page_id=/403b/403b_welcome

Quick Links:

Certified Companies- http://www.trs.state.tx.us/global.jsp?submenu=403b&page_id=/403b/certified_list

FAQs, Certification-http://www.trs.state.tx.us/info.jsp?submenu=403b&page_id=/403b/faq_403b_certification

FAQs, Products- http://www.trs.state.tx.us/info.jsp?submenu=403b&page_id=/403b/faq_403b

Maximum Fees- http://www.trs.state.tx.us/403b/documents/Summary_MaxFees.pdf

Products List Active- https://oapi.trs.state.tx.us/FOTB/do/memberWebList

Products List, Discontinued- https://oapi.trs.state.tx.us/FOTB/do/memberWebListDiscontinuedFull

TRS, Update, February 2008- http://www.trs.state.tx.us/reporting/documents/update.pdf

 

Questions? Contact, Michelle Mika DeAtley, Component Director, Human Resource Services, (210) 370-5222, michelle.deatley@esc20.net