The 403(b) Field Guide
covers all aspects of 403(b) plans and includes information pertinent to members not yet contributing to a 403(b) plan, those who are contributing, those nearing retirement, and those already enjoying retirement.
HOW TO GET A COPY OF THE GUIDE:
1. Click here
to view a copy.
2. Email us by clicking here
to request a copy.
3. Contact us at 800-626-8101
to have a copy mailed to you at no charge.
Local leaders can request a supply for their membership.
The following PDFs are referenced throughout the 403(b) Field Guide:
IRS Form 8880
: Credit for Qualified Retirement Savings Contributions
IRS Publication 571
: Tax-Sheltered Annuity Plans (403(b) Plans) For Employees of Public Schools and Certain Tax-Exempt Organizations
IRS Publication 575
: Pension and Annuity Income
IRS Publication 590A
& IRS Publication 590B
: Individual Retirement Arrangements (IRAs)
New York State Department of Taxation and Finance Publication 36
: General Information for Senior Citizens and Retired Persons