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Book cover of 403(b) Answer Book, Sixth Edition

403(b) Answer Book, Sixth Edition

by Donald R. Levy (Editor), Barbara N. Seymon-Hirsch, Janet M. Anderson

Publisher: Wolters Kluwer Law & Business
Pages: 1128
ISBN: 9780735531789

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Overview of 403(b) Answer Book, Sixth Edition

This comprehensive and reliable reference covers the complete range of 403(b) and 457 plan topics, including:

  • Taxation
  • ERISA and other regulations
  • Plan administration
  • Insurance and investment issues

403(b) Answer Book, Sixth Edition provides clear, practical coverage of:

  • The final 403(b) regulations
  • Maximum contribution and other discrimination rules
  • Choosing among the many funding alternatives
  • Avoiding fiduciary responsibility
  • Prohibited transactions and exemptions
  • Reporting and other requirements of IRS, DOL, and PBGC
  • How 403(b) plans compare with 401(k) plans
  • Which plans are best for which situations
  • Calculating the exclusion allowance

You will also find numerous examples, useful lists of government regulations and rulings, and much more!

Synopsis of 403(b) Answer Book, Sixth Edition

• Overview of Section 403(b) Arrangements
• Section 501(c)(3) Organizations
• Contribution Limits
• Nondiscrimination in Coverage and Benefits
• Investments
• Annuities
• Section 403(b)(7) Custodial Accounts
• Application of Federal Securities Laws to Section 403(b) Arrangements
• ERISA Requirements
• Distributions
• Loans, Life Insurance, and Plan Termination
• Beneficiary Designations
• Qualified Domestic Relations Orders
• Tax Aspects of Church Plans
• Section 457 Plans
• Mergers and Acquisitions
• Designing Tax-Sheltered Annuity Plans
• Tax-Sheltered Annuity Voluntary Correction Programs
• International Tax Treatment
• Retirement and Estate Planning for 403(b) Participants
• Appendix A: Table for Determining Distribution Period
• Appendix B: The Role of the Tax or Employee Benefits Professional in the 403(b) Arena
• Index

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