Symposium on Retirement Issues for Colleges and Universities

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06/26/2009

You can access a paper here summarizing views presented by a group of higher education and financial security leaders on the challenges faced by colleges and universities and their employees regarding retirement issues. The symposium was hosted by the TIAA-CREF Institute in April of 2009.

Posted at 05:35 PM in Colleges and Universities | Permalink

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FAB 2007-02 (Complying with 403(b) Final Reg.'s and Application of ERISA)

Internal Revenue Code

Internal Revenue Code: PART I - PENSION, PROFIT-SHARING, STOCK BONUS PLANS, ETC.
Subpart A - General Rule
Sec 401 -Qualified pension, profit-sharing, and stock bonus plans
Sec. 402. - Taxability of beneficiary of employees' trust
Sec. 403. - Taxation of employee annuities
Sec. 407. - Certain employees of domestic subsidiaries engaged in business outside the United States
Sec. 408. - Individual retirement accounts
Sec. 408A. - Roth IRAs
Sec. 409A. - Inclusion in gross income of deferred compensation under nonqualified deferred compensation plans
Subpart A - General Rule
Sec. 410. - Minimum participation standards
Sec. 411. - Minimum vesting standards
Sec. 412. - Minimum funding standards
Sec. 414. - Definitions and special rules
Sec. 415. - Limitations on benefits and contribution under qualified plans
Sec. 417. - Definitions and special rules for purposes of minimum survivor annuity requirements
Subpart D - Treatment of Welfare Benefit Funds
Sec. 419. - Treatment of funded welfare benefit plans
Sec. 419A. - Qualified asset account; limitation on additions to account
Subpart E - Treatment of Transfers to Retiree Health Accounts Sec. 420. Transfers of excess pension assets to retiree health accounts
Sec. 457. - Deferred compensation plans of State and local governments and tax-exempt organizations

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Part II, Participation and Vesting
Part III, Funding
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06/26/2009