Final Code §403(b) Regulations: It's Finally Here!

Presented by Robert J. Architect, Senior Tax Law Specialist, Internal Revenue Service, and David A. Pratt, APM, Albany Law School

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August 16, 2007 Live Show

Eastern	Central	Mountain	Pacific
2:00 pm - 3:40 pm	1:00 pm - 2:40 pm	12:00 am - 1:40 pm	11:00 am - 12:40 pm

What's the Topic?

The Internal Revenue Service (IRS) has issued the long-awaited final regulations on tax-sheltered annuities under Internal Revenue Code (Code) §403(b), and the Department of Labor (DOL) has issued guidance on the ERISA safe harbor for certain employee-funded 403(b) arrangements. The webcast will feature a detailed discussion of the new rules, including the controversial plan document requirement and the new responsibilities imposed on employers. We are pleased that Robert J. Architect, Senior Tax Law Specialist at the IRS, will be part of our panel.

Join Robert J. Architect and David A. Pratt, APM, Albany Law School, in a discussion on many of the practical applications of these new regulations, such as:

• Written plan document requirement;
• Material provisions regarding eligibility, benefits and applicable limitations;
• Clarification of the time and form of benefit distributions;
• Clarification of the ERISA safe harbor under §2510.3-2(f).

Compliance with these rules will be challenging but offers pension consultants a great opportunity to expand the scope of their practices. Sign up for this important webcast today!

ASPPA Members and Continuing Education

Be a part of the seminar and earn two ASPPA continuing education credits while getting answers to your tough questions without leaving your office! Check the CE section of the website to learn how to use this program for in-house training. ASPPA will not issue any certification of attendance.

Open Registration

To register via fax, download the registration form, complete it, and fax it to ASPPA at 703.516.9308. The webcast presentation costs $175 for ASPPA members and $275 for non-members.

How Do I Participate?

Test your system's capabilities by completing the Browser Check - click on Attendee Login and use 'demo' as the Show Code, and complete the rest of the fields. If you do not pass, follow the instructions online or call 303.499.6645 for assistance. If you do pass, you are all set. The webcast recording is conducted completely via the Internet. Recordings are usually available one week after the original presentation, and are available for one year. The recording can be viewed once.

Please Note

The statements and materials presented on ASPPA webcasts are solely the opinions of the speakers and do not represent the opinion or the position of ASPPA. ASPPA assumes no responsibility for the content of the statements and materials presented by speakers during ASPPA's webcasts.

Need More Information?

Contact ASPPA at 703.516.9300 or e-mail us at webcast@asppa.org.