Additional Resources

• 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.