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Newsletter Articles - Retirement Plans for Tax-Exempt Organizations


 

General Information

 
Retirement & Savings Initiatives: Helping Americans Save for the Future Special Edition, 9/2009, page 1


 

IRC 403(b) Plans

 
403(b) Plan Termination - New Guidance Issue 2011-4 (March 23, 2011), page 9
The Filing Cabinet - Updated Pub 571 Winter 2009, page 7
Revenue Rulings 2009-18:
Obsolete Guidance for 403(b) Plans per Final Regulations
Fall 2009, page 7
Extension of Year-End Deadline for 403(b) Plan Sponsors Winter 2009, page 6
Request for comments on prototype program for 403(b) opinion letters and sample plain language for 403(b) prototype plans Special Edition, April 2009
Department of Labor guidance - certain Form 5500 requirements dealing with tax-sheltered annuity programs (403(b) plans) Summer 2009
Extension of Year-End Deadline for 403(b) Plan Sponsors

Special Edition, December 2008

Update on Pre-Approved Plan Program for 403(b) Plans Fall 2008, page 4
Written Plan Requirement for 403(b) Plans Spring 2008, page 11
Model 403(b) Plan Language and Additional Guidance Issued Special Edition - 11/30/2007

 

 

Web Spins - The Retirement Plans Site

 

 

 

Fall 2007, page 9

The 403(b) Regulations Finally Go Final

Special Edition - 7/2007, page 1

403(b) Plan Checklist - Publication 4546

Summer 2007, page 8

Quick Hits

Fall 2006, page 10

Delay in Effective Date for Regulations Under Section 403(b)

News Flash - 08/2006, page 1

Web Spins - The Retirement Plan Site

Winter 2006, page 7

403(b) Prepared

Fall 2005, page 4

Beach Materials: Sun Block and the Federal Register

Summer 2005, page 1

Quick Hits

Winter 2005, page 11

Have We Got A Proposal For You: 403(b) Proposed Regulations

Extra Special Edition - 11/2004, page 1

A Determination Letter Program for 403(b) Plans?

Extra Special Edition - 11/2004, page 2

New Publication Now Available Online

Extra Special Edition - 11/2004, page 2

ASBO International and the IRS - Partners for Compliance

Summer 2003, page 7

Free CD-ROM on 403(b) and 457 Plans Available From the Service

Spring/Summer 2002, page 10

New Law Makes Some Big Changes to Retirement Plans

Spring/Summer 2002, page 1

Revised Forms and Publications Are Now Available

Winter 2002, page 2

EP Exhibiting at Association of School Business Officials (ASBO) Annual Meeting

Fall 2001, page 22

New Educational Products Available for IRC 403(b) and 457 Plans

Summer 2001, page 19

Partnership for Compliance for IRC 403(b) Annuities

Spring 2001, page 10

Net Gains - 403(b) Final Regs. Summer 2007, page 7
The 403(b) Regulations Finally Go Final

Special Edition - 07/2007, page 1

Net Gains - 403(b) Checklist

Spring 2007, page 10

Delay in Effective Date for Regulations Under Section 403(b)

Fall 2006, page 3

Delay in Effective Date for Regulations Under Section 403(b)

News Flash, 08/2006, page 1

The Filing Cabinet

Fall 2004, page 9

Net Gains

Fall 2004, page 10

 

IRC 457 Plans

 
New Publication Now Available Online

Extra Special Edition - 11/2004, page 2

This Year's Model (Amendments for 457 Government Plans)

Fall 2004, page 5

Examiner Tips: Hardship Distributions from 457(b) Plans Can Be Hard to Handle

Winter 2004, page 6

Employee Plans Published Guidance

Fall 2003, page 11

Summer Shower of Regulations

Special Edition - 7/2003, page 1

ASBO International and IRS - Partners for Compliance

Summer 2003, page 7

Update: Section 457 Plans Guidance

Winter 2003, page 10

Free CD-ROM on 403(b) and 457 Plans Available From the Service

Spring/Summer 2002, page 10

Employee Plans Published Guidance

Spring/Summer 2002, page 14

Quick Hits - Sound Bites in Print

Spring/Summer 2002, page 16

New Educational Products Available for IRC 403(b) and 457 Plans

Summer 2001, page 19

Page Last Reviewed or Updated: 2013-03-27