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403(b) Answer Book

by Levy, Seymon-Hirsch, Anderson-Briggs
Edition: 7th ed., 2008 w/ updates*
13-ISBN: 9780735574335
10-ISBN: 0735574332
Format: Hardcover-New
SKU: ATTY30013

List Price:	$245.00
Our Low Price:	$240.95



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The regulations that had been proposed for so long have now been finalized - and they will have the most significant impact on 403(b) plans in over 40 years!

The 403(b) Answer Book includes:

Insights into the new 403(b) tax-free transfer rules, information sharing agreements, and when a Section 403(b) plan may not be affected;

Updates on the regulations contained in Revenue Procedure 2007-71;

Clarification of the new Section 403(b) plan document requirements and how it affects non-ERISA plans;

Coverage of the new restrictions on Section 403(b) distributions that affect other than salary reduction contributions and when the new restrictions will not apply;

And much more!

This resource delivers clear and concise answers to all of your 403(b) questions, including:

When must the employer adopt a formal plan and what does it need to contain?

What are the tax consequences if a Section 403(b) plan fails to satisfy the applicable Code Section 403(b) requirements?

What types of investments may be held under a Section 403(b) plan?

When is a Section 403(b) plan subject to ERISA and what what does ERISA coverage entail?

May a Section 403(b) plan provide for automatic contribution arrangements?

What coverage and nondiscrimination rules apply to Section 403(b) programs?

What limits govern contributions to a Section 403(b) tax-deferred annuity program?

How broad is the scope of the ERISA fiduciary's duty in selecting an annuity provider?

What are the differences between an exchange of Section 403(b) contracts under the final Code Section 403(b) regulations published in 2007 and a direct transfer between Section 403(b) contracts pursuant to Revenue Ruling 90-24?

What is an information sharing agreement and when is it required?

Table of Contents Include:

Overview of Section 403(b) Plans

Section 501(c)(3) Organizations

Contribution Limits

Nondiscrimination in Coverage and Benefits

Investments

Annuities

Section 403(b)(7) Custodial Accounts

Application of Federal Securities Laws to Section 403(b) Arrangements

ERISA Requirements

Distributions

Loans, Life Insurance, and Plan Termination

Beneficiary Designations

Qualified Domestic Relations Orders

Tax Aspects of Church Plans

Section 457 Plans

Mergers and Acquisitions

Designing Retirement Plans with Section 403(b) Components

Roth 403(b) Contributions

Retirement and Estate Planning for Section 403(b)

Updates: Your purchase price includes the cost of all possible previous updates published up through date of purchase. In order to subscribe to future updates, please contact the publisher directly.

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