| 403b Changes 403(b) Tax Sheltered Accounts
Are you prepared to meet the new IRS regulations that are effective Jan. 1, 2009? Do you want to learn more about them?
Contact Michelle Mika DeAtley, Human Resource Services, 370-5222, to learn how the ESC-20 Benefits Co-op has helped other ISDs meet their 403(b)/457(b) administration needs.
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 TASBO/ASBO – New Suite of Resources/Sample Forms, etc. 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
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