Update: New 403(b) rules require decisions on design and administration

Final IRS regulations that consolidate more than 40 years of statutory guidance on tax-sheltered annuities present major challenges to tax-exempt employers, public schools, and churches. Key changes include requirements for a written plan as a condition of tax-favored status, stricter nondiscrimination rules, and revised "contract exchange rules" that will require important plan design and administrative decisions by plan sponsors. Join Mercer experts on September 19 at 2:00 PM (US-ET) for a free, one-hour web briefing to learn more about the new rules and what actions you need to take.  (Update, 10 Sep 2007, 1 page)

• Full Update and web briefing invitation

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