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OD: Compliance and Audit Requirements for Section 403(b) Plans

Recorded October 28, 2009

Overview

Recent regulations impose several new requirements on employer sponsors of 403(b) plans. Under the new rules, plan sponsors must maintain written plan documents and may need to perform more comprehensive nondiscrimination testing. In addition, 403(b) plans may be subject to an audit and Form 5500 filing requirements.

Please join us for a comprehensive webcast on this topic. Specialists from PricewaterhouseCoopers (PwC) will be joined by Robert Architect, Internal Revenue Service (IRS), and Scott Albert, Department of Labor (DOL), to provide guidance and implementation advice for colleges and universities and other tax exempt organizations.

What You Will Learn:

  • Written document requirements
  • Planned prototypes and IRS determination letter program
  • How to understand and correct  problem areas
  • Nondiscrimination testing
  • Audit readiness
  • Disclosure readiness

Who Should Participate?

  • AVPs of Finance and Administration
  • Tax department staff
  • Controller’s office
  • HR department staff

Meet the Presenters:

  • Scott Albert, Department of Labor
  • Robert Architect, Internal Revenue Service
  • Michele Weldon, PricewaterhouseCoopers Audit Services
  • Charles Yovino, PricewaterhouseCoopers Human Resource Services

Course Information:

  • Course Level: Advanced
  • Length: 100 minutes
  • Prerequisites: none

Fees

Member: $0.00
Non-Member: $49.00

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  • The webcast will open in a new window

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