Compliance November 12, 2008

IRS 403(b) Expert Scheduled for Upcoming Webinar

The Internal Revenue Service (IRS) official who has become the tax agency’s public face on the 403(b) regulations is scheduled to appear in a December 4 IRS Webinar.
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According to the agency, Robert J. (Bob) Architect, senior tax law specialist, Employee Plans, will answer questions about the IRS’s recent comprehensive regulatory update governing the 403(b) space.

The session will be held from 2 p.m. to 3 p.m. Eastern.

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Architect helped craft the comprehensive regulations covering sweeping changes in the 403(b) space dealing with issues such as the need for a formal plan document and how plan sponsors will be mandated to keep careful track of plan assets and the activities of fund providers.

More information on the Webinar is available here.

A comprehensive online interview with Architect was also recently posted on YouTube here.

Compliance November 12, 2008

NAGDCA Posts IRS 403(b) Series

A public fund trade group has posted a series of video files on the government’s 403(b) regulations in light of the fast approaching January 1 deadline.
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The National Association of Government Defined Contribution Administrators (NAGDCA) posted the files on YouTube, the popular Internet video file sharing site.

The files include segments of a comprehensive interview with Robert J. (Bob) Architect, Senior Tax Law Specialist, Employee Plans, Internal Revenue Service, a frequent speaker at recent 403(b) conferences.

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When Architect appeared at a recent Boston conference, he told attendees that they do not necessarily have to have information sharing agreements in place by the January 1, 2009 (see IRS’ Architect Dispels Myths about 403(b) Regs).

Architect helped craft the comprehensive regulations covering sweeping changes in the 403(b) space dealing with issues such as the need for a formal plan document and how plan sponsors will be mandated to keep careful track of plan assets and the activities of fund providers.


Architect is also scheduled to appear in an Internal Revenue Service Webinar December 4 (see IRS 403(b) Expert Scheduled for Upcoming Webinar).

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