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Comment Letter to the IRS – Submitted April 10, 2008
In response to member concerns, ASBO’s Retirement Plan Council submitted a comment letter to the IRS requesting clarification and guidance on a number of statements in IRS Rev. Proc. 2007-71 that have been causing confusion. (5/6/08)
ERISA/Fiduciary Q & A FROM ASBO
Do the final 403(b) regulations cause public education employers to become plan fiduciaries? This and other questions on the topic have been causing great concern among ASBO members. Here are answers from ASBO to help alleviate the confusion. (5/6/08)
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This revenue procedure provides 403b Model Plan language that may be used by public schools. (11/29/07)
Overview of the 403(b) Regulations Published July 24, 2007 (9/24/07)
Transfer Rules-IRS Clarification. New September 18, 2007 ransfers Information. Need for attention prior to September 24, 2007! (9/24/07)
Sample Letter to the Employees (9/24/07)
403b Tax Sheltered Annuities. This links to ASBO's 403(b) Tax-Sheltered Annuities Web Resource Center. (9/13/07)
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