IRC 403(b) Tax-Sheltered Annuity Plans – Additional Resources
Additional Resources
- Correcting an Eligibility Failure due to Loss of Tax-Exempt Status
- 409A Nonqualified Deferred Compensation Plans
- Guidance Affecting 403(b) Plans
- Department of Labor’s Reporting and Coverage for 403(b) Plans – including FAB 2010-01
- 403(b) FAQs
- Retirement Plans FAQs – Automatic enrollment, loans, hardship distributions, designated Roth accounts and more
- 403(b) Mini-Courses for Employers and Employees- Presentations on operating 403(b) plans and how they work
- Group Trust Rules Modified
- Retirement News for Employers - Winter 2011 Edition - Annuities - A Brief Description
403(b) Plan Publications
- Publication 571, Tax-Sheltered Annuity Plans for Employees of Public Schools and Certain Tax-Exempt Organizations
- Publication 575, Pension and Annuity Income
- Publication 4484, Choose a retirement plan for employees of tax-exempt and government entities (schools, hospitals, churches, charities)
- Publication 4483, 403(b) Tax-Sheltered Annuity Plan for Sponsor
- Publication 4482, 403(b) Tax-Sheltered Annuity for Participants
- Publication 3066, Have you had your check-up this year? for Retirement Plans
- Publication 4546, 403(b) Plan Checklist
- Publication 4530, Designated Roth Accounts under a 401(k) or 403(b) Plan
Related Publications
- Publication 4674, Automatic Enrollment 401(k) Plans for Small Businesses
- Publication 15, Circular E, Employer’s Tax Guide
- Publication 15A, Employer's Supplemental Tax Guide (Supplement to Publication 15 (Circular E ), Employer's Tax Guide)
- Retirement Plan Forms and Publications – Other retirement plan publications and forms.
Page Last Reviewed or Updated: 2013-04-08
