Topic
403(b) Plans
130 published works
The Retirement Plan Blog
403(b) Crunch Time Series #3, Trouble Terminating Tax Deferred Annuity Plans
By Jerry Kalish
This is the third post in our 403(b) Crunch Time Series, the purpose of which is to help 403(b) plans get ready for the January 1, 2009 compliance deadline for…
The Retirement Plan Blog
403(b) Crunch Time Series #1: Avoiding Problems With 403(b) Custodial Accounts
By Jerry Kalish
Yesterday, I introduced our forthcoming 403(b) Crunch Time Series. It will be geared towards helping 403(b) plans get ready for the January 1, 2009 compliance deadline for the new Internal Revenue Service…
Real Lawyers Have Blogs
Legal News – LexBlogosphere: 11/17/08
Today's best of the LexBlogosphere post comes in a little early as I have to prep for a Montana Grizzlies basketball game on my blog. One of today's best posts is…
The Retirement Plan Blog
It’s crunch time for 403(b) plans
By Jerry Kalish
Much has been said and written about the new 403(b) regulations effective January 1, 2009, but most 403(b) plans haven’t even started to get ready for compliance. And so it’s…
The Retirement Plan Blog
403(b) sponsors getting ready for January 1, 2009 deadline for new regulations
By Jerry Kalish
See larger image Based on informal discussions with 403(b) providers.
The Retirement Plan Blog
January 1, 2009 is tip-off time for new 403(b) regulations, but switch to 401(k) is option
By Jerry Kalish
See full-size image 403(b) plans are going to look a lot like 401(k) plans starting January 1, 2009 when the new final regulations become effective. (See my posts last year,…
Corporate & Securities Law Blog
403(b) PLAN EMPLOYERS MUST ACT SOON
Section 403(b) annuity plans have historically been governed by a hodgepodge of Internal Revenue Service ("IRS") rulings and regulations dating back to 1964. In 2007, however, the IRS finalized new,…
InsureReinsure
IRS Issues Comprehensive Regulations Governing 403(b) Tax Sheltered Annuity Plans
On July 26, 2007, the Internal Revenue Service issued final regulations governing Internal Revenue Code Section 403(b) plans that allow workers in public schools and certain tax-exempt organizations to set…
The Retirement Plan Blog
If it looks like a 401(k), acts like a 401(k), and sounds like a 401(k), then it must be a 403(b) – Part Two
By Jerry Kalish
Yesterday, I discussed the first of two big changes ahead for 403(b) plans that would make 403(b) plans resemble 401(k) plans, proposed IRS regulations that would be effective in 2008.…
The Retirement Plan Blog
Educational institutions, 403(b) plans, and class action law suits
By Jerry Kalish
Keller Rohrback, a Seattle-based law firm and one of the leaders in 401(k) class action law suits, has now turned its attention to 403(b) plans. The firm, whose website is…