403(b) Tax Sheltered Annuities (Part II)
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403(b) Tax Sheltered Annuities (Part II)

        

403(b) Tax Sheltered Annuities (Part II)

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This 19 slide audio slide presentation takes the form of a dialogue between the administrator of a 403(b) plan for the ABC School District and an IRS representative.  The focus of the presentation is on compliance with 2008 tax law.  Topics include effective date, written program requirement, salary deferral limit, universal availability, loans, hardship distributions, as well as the old and new exchange rules.  Time 12:48. 
Material Type: Presentation
Technical Format: Flash
Date Added to MERLOT: December 29, 2009
Date Modified in MERLOT: April 02, 2015
Author:
Submitter: Susan Moncada
Keywords: 403(b) tax sheltered annuities

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About

Primary Audience: College General Ed, College Lower Division, College Upper Division, Graduate School, Professional
Mobile Compatibility: Not specified at this time
Technical Requirements: <span>Flash 10.0 viewer</span>
Language: English
Cost Involved: no
Source Code Available: no
Accessiblity Information Available: unsure
Creative Commons: unsure

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