Section 403(b) Compliance Guide for Public Education Employers

Download or read book Section 403(b) Compliance Guide for Public Education Employers written by Eleanor A. Lowder and published by . This book was released on 2013-11 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: "Whether employers are self-administering their 403(b) plans or using a third-party administrator (TPA), the in-depth information in Section 403(b) Compliance Guide for Public Education employers will provide a guide to the regulations, as well as the tools needed to correctly operate the plan. Busy school business officials (SBOs) can use this guide with payroll or human resources personnel in order to train them in the proper day-to-day operation of the plan and avoid the pitfalls that would create plan violations. This material is invaluable in maintaining oversight of the TPA and the providers of products and investments. SBOs utilizing previous editions of this book have reported that its usage has provided an 'all-in-one' resource for a step-by-step program to a worry-free 403(b) plan that benefits both the employer and the employees in this time of concerns about basic pension and Social Security benefits. The fourth edition contains all available guidance at press time, including the IRS document approval program and correction procedures for plan failures"--Unedited summary from book cover.