[OSSSA218] 403(b) Plan Update Phone Forum (Free) - April 30, 2010

[Karen PARK]

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403(b) Plan Update Phone Forum (Free) - April 30, 2010
 
The 403(b) presentation will cover the past, present, and near future of 403(b) plans. Cheryl Press, Senior Counsel, Office of Chief Counsel (TEGE), will provide a brief history of 403(b) plans, the basics of how they have operated in the past, and how developments over the past 40 years led to the issuance of the recent final regulations for 403(b) plans. Jason Levine, Tax Law Specialist, will briefly recap the more significant changes brought about by the final regulations including a discussion of the written plan document requirement for 403(b) plans. In addition, Mr. Levine will discuss the upcoming Pre-approved Plan program that will, for the first time, allow 403(b) eligible employers to adopt prototype or volume submitter plans that receive an opinion letter or advisory letter, respectively, from the Service.
Conference Access CodeEasternCentralMountainPacific
6577512:00 p.m.1:00 p.m.12:00 p.m.11:00 a.m.

Register at http://www.attevent.com.


You will be assigned a Personal Identification Number (PIN) that must be used to join the conference.


If you have never registered with AT&T phone forum, you will need to click on "create a profile" first. 
Handout: 403(b) Plan Update Presentation
Dial in on: April 30, 2010
Toll Free: (866) 216-6835
Dial in 15 to 20 minutes before the scheduled time. 
Enter your access code, then the pound (#) sign. 
Enter your PIN, then the pound (#) sign. 
Your line will be placed on hold until the conference begins. 
Continuing Professional Education Credits:
Enrolled Agents and Enrolled Retirement Plan Agents may earn one CPE credit if they remain on the phone forum presentation for 50 minutes. Other professional groups should consult with their respective licensing agencies regarding acceptability of credit.


Each participant must register individually and use his or her own PIN to receive credit.


Each participant must use an individual phone line to determine attendance and the length of time that he or she remains on the phone forum.


A Certificate of Completion will be sent via e-mail to the participants who meet the requirement in about a week after the forum. 
If you have question(s), please contact us at ep.phoneforum at irs.gov.
Also, visit our Phone Forums Web page for information on recently held forums including handouts and transcripts, if available.
 



Page Last Reviewed or Updated: April 13, 2010Accessibility |  Freedom of Information Act |  Important Links |  IRS Privacy Policy |  USA.gov |  U.S. Treasury 
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