403(b) Plan Phone Forum

Certain 501(c)(3) organizations, including churches, may establish section 403(b) tax-sheltered annuity (TSA) plans for their employees. Under the final 403(b) regulations, plan sponsors were required to have a written plan in place by January 1, 2009. Under Notice 2009-3, published on December 11, 2008, sponsoring organizations were granted relief from the written plan requirement for the 2009 calendar year. The IRS is sponsoring a phone forum to discuss the new written plan requirements and the postponed effective date. For more information and to register, please visit the IRS website at www.irs.gov/retirement/article/0,,id=204718,00.html