NEA Member Benefit Plan

New IRS 403(b) Regulations Information Toolkit

The 403(b) toolkit is a compilation of information to help Association leaders and staff understand the new IRS 403(b) regulations and the impact these regulations can have on NEA members as they save for retirement.

Important Information for Everyone

Impact of the New IRS 403(b) Regulations on NEA Members
What Does it Mean to be a 403(b) Orphan Account
Decoding the New 403(b) Regulations: A Primer for NEA Affiliates - A Memo from the NEA and NEA Member Benefits General Counsels (includes IRS Model Plan Language and “Questions for Provider Comparison and Selection”)
New 403(b) Regulations Power Point Presentation
New IRS 403(b) Regulations FAQ

Resources for Local Leaders, UniServ Managers and Staff

Resources Local Leaders Can Provide to School Business Officials

Click here to download the complete toolkit.

NEA’s Member Benefits provides the information on these pages as a public service. Information contained in these pages is not intended as, and should not be taken as, legal advice.

IRS CIRCULAR 230 NOTICE: To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. tax advice contained in this website (or in any attachment) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter addressed in this website (or in any attachment).