Manatee County School District
Agenda Item #4
Elective Retirement Contributions (403 (b) Plans)
The purpose of this workshop is to provide information to the Board regarding employee made retirement contributions to Tax Sheltered Annuity (403 (b) plans).
In 2007, the IRS established new regulations that will hold school boards and other public employers more accountable for the operation of the 403(b) plans offered to their employees.
Robert Ard of TSA Consulting Group will be presenting a brief overview of the changes to the IRS regulations and the steps the District will need to take over the next couple of months.
Any person who desires to appeal any decision made by the School Board with respect to any matter considered at the above-mentioned meeting will need a record of the proceedings, and for such purpose may need to ensure that a verbatim record of the proceedings is made, which record includes the testimony and evidence upon which an appeal may be based. School Board meetings are held in accessible locations. Auxiliary aids will be provided, upon written request received at least 48 hours prior to the meeting, to participants with disabilities.