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EGTRRA and the 403(b)
 
  PPA Changes Affecting 403(b) and 457(b)
9/15/06 — The most important thing the Pension Protection Act did was to make EGTRRA permanent. [403b-457plansblog]

A Reason for Teachers to Dance
10/16/03 — Thanks to EGTRRA, teachers can sock away $24,000 a year in defined-contribution plans in 2003. [Motley Fool]

Pension Reform Comparison
6/18/03 — Side-by-side comparison of EGTRRA, the Bush Proposal and Portman-Cardin, and the impact of each on the 403(b) and 457. [TIAA-CREF]

EGTRRA Allows Post Retirement 403(b) Contributions
EGTRRA permits employers to make post-retirement contributions on an ex-employee's behalf of up to $40,000 and for as long as five years. [SunGard Corbel]

Understanding the Economic Growth and Tax Relief Reconciliation Act of 2001
Easy-to-read PDF booklet detailing the new 2001 tax law. [TIAA-CREF]

EGTRRA Timeline
Contribution and catchup limits for the 401(k), 403(b), 457, SAR-SEP, SIMPLE Plan, and IRA for years 2002 through 2010. Also includes information on income tax rates for this time period. [Fidelity]

Changes to 403(b) Plans Help Teachers Save
Details on the new changes to 403(b) plans including how teachers can in some cases contribute to both a 403(b) and a 457 plan. [Sandra Block, USA Today]

New Rules Make Retirement Assets More Portable
There are now more options for rollovers, making it easier for those who change jobs to consolidate their retirement assets. [TIAA-CREF]

The Repeal of the MEA
The year 2002 is going to be a great year for 403(b) investors. Why? Thanks to the Economic Growth and Tax Relief Reconciliation Act of 2001 — the horribly complicated Maximum Exclusion Allowance (MEA) has been eliminated. [403(b)wise]
 
New Tax Bill Increases 403(b) Contribution Limits, Portability
New retirement rules in the recently enacted tax bill will make it easier for 403(b) savers to stash even more money away for their golden years. [mPowerCafe.com]
 
Throw Away The MEA Calculators - The Repeal of a Complicated Formula Gives New Life to 403(b) Plans
Included in President Bush's new tax law is the provision for repealing the Maximum Exclusion Allowance (MEA) calculation for 403(b)s at the end of 2001, allowing plan contribution rules to mimic that of 401(k) plans. [Financial-Planning.com]
 
The 403(b) Market After Tax Reform
What does the passage of the Economic Growth and Tax Relief Reconciliation Act of 2001 mean to the 403(b)? Still River, which produces 403(b) compliance software, gives their analysis of the effects on the 403(b) in this Adobe PDF document. [Still River]
 
New Tax Law is a Field of Dreams for 403(b) Participants. Will Benefits Directors Now Play Ball with Low-Fee Vendors?
The recent news out of Washington should have all of us leaping for joy. Yes, the new White House T-ball field is supposed to be that nice. Seriously though, the new tax bill, signed into law by Mr. T-ball himself, is a field of dreams for 403(b) participants. [403(b)wise]
 
403(b) Gets a Little More Like Its Cousin
In the geography of investing, the 403(b) is a backwater. [Jane Bryant Quinn, The Washington Post]
(b)Wise note: In the article it states, "What's more, the change is effective now. You can change your contribution this month if your 403(b) provider is ready." This is incorrect. The change goes into effect in 2002.
 

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Read the New Tax Bill Here:

The Economic Growth and Tax Reconciliation Act of 2001 in its Entire 186 page Acrobat Glory